Create back-to-back sales orders

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.

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.

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.

What do you want to do?

Enter full sales orders

Generate purchase orders

Complete a part delivered back-to-back sales order