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How can I create a purchase order from a quote?

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You can create a purchase order (PO) through a quote with the +New button.

Follow these steps to add a PO from the +New button in Quotes:
  1. Click the Menu icon.
  2. Go to the Sales tab.
  3. Select the Quotes module.
  4. Open any particular quote.
  5. In the Summary View, click the +New button on the right-hand side top corner of the screen.
  6. Click the Add or Create button.
  7. Click on Purchase Order.
  8. Enter all the details and click Save.
This newly created PO will be linked to the quote.

To learn more about Purchase Order, click here.
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