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Post date: Mar 01, 2013 9:10:23 PM
Typically, when you close a sale, you'll add the items to be sold to your sales order, then, when your customer is ready, you'll order the items from your vendor, using a purchase order. And until now, those purchase orders were created by manually typing all the PO header information (bill to, ship to, etc.) , then all the details for each item: quantity, cost, etc.
We've added a button to the 'Order Details' list that allows you to select one or more items on your sales order, then create the entire PO to your vendor from there. In most cases, the only things you'll need to add will be the vendor number and expected ship date. The item costs will default to the most recent cost for the item - OR, if the order was built from a quote, it will default to the 'estimated cost' that was on the original quote.
Once the purchase order is created, you'll be presented with the standard 'Edit Purchase Order' screen, that will allow you to edit and update it, if needed. So the time and labor needed to manually create purchase orders will be generally collapsed into a couple of steps. Of course, we recommend (if you're not doing so already) that you establish a review process to oversee what's being ordered and at what price before PO's are actually released to vendors. This function, as well as the 'Edit Purchase Orders', and 'Assign a Purchase Order' functions can all be turned on or off for individual users as needed.
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