You can create purchase orders directly from your sales orders if required. You would use this if you order goods as from your supplier to directly fulfil a sales order. Then when you receive the goods from your supplier they are automatically allocated to the sales order ready for despatch.
Set up
To use back to back orders make sure you have set up the following:
- Choose to use the From Supplier via Stock fulfilment method. This is set in the Stock Control Settings.
- For each of the stock items that you want add to these orders:
- Set a preferred supplier.
- Set the fulfilment method to from Supplier.
Create the purchase orders from sales orders
This links your sales order with a purchase order. There are two ways you can produce the purchase order:
Create a separate purchase order straight away
Once you save the sales order, separate purchase orders are immediately created for any items on the order with the Supplier via stock as their fulfilment method.
- Add items to a sales order.
- Use Save and Generate PO to save the sales order.
- You can process the purchase order in the usual way. When you receive these items they're automatically allocated to the linked sales order.
A purchase order is created automatically with the next sequential purchase order number.
You can see the purchase order in the Purchase Order list.
Create one purchase order for all sales orders for the same supplier
If you want to combine orders for the same supplier onto one purchase order, you can do this using the Generate orders options. This checks all the sales orders that have items with Supplier via Stock as the fulfilment method, and combines them onto one purchase order per supplier.
See how to do this
- Add the items to a sales order.
- Choose Save to save the order.
- Open Purchase Orders > Purchase Orders > Generate Orders.
- Select Update Order List.
- Select Include back-to-back orders.
- Choose Settings > Purchase Orders > POP Settings.
- Select the Order Entry tab.
- Select Generate purchase orders for back-to-back sales orders.
- Generate and process the purchase order in the usual way.
Generate and process the purchase order in the usual way.
View linked orders
You can see details of the linked sales order from the purchase order and vice versa. From the View Order screen, select View item and then select Linked Orders.