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"