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How to create a purchase order from a sales order


To create a purchase order (PO) from a sales order:

  • Edit the sales order
  • Click "more" at the top
  • Click "Link to PO or replenish"
  • At this point, the system checks to see if any stock items are low in stock and are required to re-order
  • Enter the qty to reorder, and tick the items required to add to the PO
  • When ready, click " Re-order the selected items"


To add a sales order to an existing PO:

  • On the "Link to PO or replenish" screen
  • Expand "Existing purchases"
  • Choose an existing PO
  • Choose and enter the qty to reorder, and tick the items required to add to the same PO
  • When ready, click "  Add items to the chosen order"

If you have any questions, ask us by creating a help desk ticket.