FAQs in this section
What is a Purchase Order (PO)?
When should I use Purchase order?
How do I create a Purchase Order?
What will happen to the product quantity in stock when I create a Purchase Order?
How do I add a new section in a Purchase Order?
How do I add a product or a service to a Purchase Order?
How do I share a Purchase Order?
How do I add a document to a Purchase Order?
How do I print or export a Purchase Order?
Can I change the template of a Purchase Order?
Is Purchase Order available for Sales starter edition?

How do I create a Purchase Order from a Quote?

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 Main Menu.
  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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