Generate Purchase Orders from a Customer Order

Customer Order Overview | Purchasing Overview

Pro

You can quickly generate purchase orders from a customer order to order the listed items from your vendor(s). Point of Sale will propose a PO for all of the items listed (except service items), but allows you to review the proposed PO(s) and choose the items and quantities to actually order. Multiple items from a vendor are combined into a single purchase order.

To generate purchase orders from a customer order:

1. Complete and save the order document, if not already done.

2. Highlight or display the customer order.

3. Select G enerate PO from the I Want To menu.

4. The Select Items to Generate PO window is displayed, with all merchandise items from the customer order listed.

5. Enter the quantity of each item to order from your vendor in the Doc Qty column.

- If you do not wish to order an item, enter 0 or leave the Doc Qty blank.

- To order all of the items in the quantity needed for the customer order (Due column) choose S elect All from the bottom of the window.

6. Select C ontinue.

7. A confirming message displays the number of POs created and gives you the opportunity to view, print, or e-mail the POs.

If you want to add additional items to a PO created this way, select Show Me a List of POs created, select a PO and then select Edit to make changes before submitting the PO to your vendor.

Notes:

- You can generate multiple purchase orders from a single customer order. When generating subsequent purchase orders, the Due values are reduced by any item quantity on the order already sold.

- Purchase orders generated from customer orders are numbered by Point of Sale by combining an order type prefix, the order number, and a sequential suffix. For example, the first purchase order generated from Sales Order # 24 would be numbered SO241, a second purchase order generated from this sales order would be numbered SO242, etc. Purchase orders generated from layaways or work orders would begin with LAY or WO respectively.

- You can view the purchase orders generated from a customer order by displaying the order and selecting View POs from the I Want To menu. This selection takes you to a filtered purchase order list with only the POs generated from the selected order displayed. Select a purchase order and display it to review.

- It is recommended that you review the generated purchase orders for correct order costs and quantities. Use your normal procedure to communicate the generated purchase orders to your vendors.

- When receiving an item ordered this way, the customer name and Customer Order # is displayed on the receiving voucher to assist you in quickly filling the order.

Related Topics

Create a customer order: Basic steps

E-mail orders to vendors/customers