How to create a Purchase Order

Step 1: Find the Sales Order that you want to convert to a Purchase Order.  Go to Projects.

Step 2: Go to Sales Orders.

Step 3: Click on your Sales Order Number.

Step 4: Once you’re in your Sales Order hover over the Next button at the top right and click “Create Purchase Orders”

Step 5: You get a popup with the Purchase Order numbers, as well as which suppliers they’re for.  It’s worth noting that you will get one PO for each supplier in your Sales Order.

Step 6: After the popup you will be taken to the Purchase Order list in this Project’s area.  From here you can click on the “Edit Document” button to view each PO, or use the other options if necessary.