Generating a purchase order from a sale

You can generate a purchase order based on a sales order you have already entered into the system. After clicking Save and Purchase on the sale order screen, remain on this tab and follow these instructions:

1. On the Sale Order screen, click Purchase on the top panel. You can do this before finalising the sale order.
   

2. There is a selection to be made at this point

   Ensure that the product setting "Allow Purchase From Sale" is checked.

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3. Select one of the 3 options presented
   1. Purchase All Lines will create as many purchase orders as there are primary suppliers for the products on the sales order
   2. Purchase All Lines (Drop Ship) will create purchase orders with the drop ship address being for the customer so the goods go straight from the supplier to the customer.
   3. Purchase Backorders (Purchase Run) will create a purchase run based on any products that went to back order on the sales order.
4. The purchase order/s will then automatically open (depending on how many products there are and how many suppliers there are)

5. Verify that the correct lines are shown.

6. Click on the drop down button Send
   
   1. Email (Background) will allow you to email the purchase order straight to the supplier without you having to change or add anything to the email.
   2. Email (Prompt) will allow you to email the purchase order to the supplier but you get to add details to the email itself before it goes to the supplier.
   3. Print will allow you to print the purchase order to your defaulted printer.