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:
- Click the Main Menu.
- Go to the Sales tab.
- Select the Quotes module.
- Open any particular quote.
- In the Summary View, click the +New button on the right-hand side top corner of the screen.
- Click the Add or Create button.
- Click on Purchase Order.
- 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.