How do I generate a purchase order from a Sales Order?

A purchase order (PO), is the first official offer issued by a customer to the company’s sales team indicating types, quantities, and agreed prices for products or services.

Follow these steps to generate a PO from a Sales Order:

1. Click the Main Menu.
2. Go to the Inventory tab.
3. Select the Sales Orders module.
4. Open any Sales Order record.
5. Click the +New button in the Summary View.
6. Click Add or Create button.
7. Select Purchase Orders.
8. Enter all the necessary details.
9. Click Save.

To know more about Sales Order, click here.