How do I create a Purchase Order from a Service?

Follow these steps to generate a Purchase Order from a Service record:

1. Log in to the CRM.
2. Click the main Menu.
3. Go to Inventory.
4. Select Services module. The Services page opens.
5. Hover and click to open the service record for which you want to generate a PO.
6. Click More.
7. Go to the Add or Link section.
8. Click Purchase Orders. The Creating Purchase Order page opens.
9. Enter or select information for the following sections:
   1. Item Details
   2. Purchase Order Details
   3. Address Details
   4. Terms & Conditions
   5. Description Details
10. Click Save.

The linked PO will be seen in the Sales Ops widget in the Summary View of the services’ record.
To learn more about Services, click here.