Purchase orders need to be placed from a sales order. If you place the orders from a quote it will become a sales order.
To generate new purchase orders:
•Click the Place Orders button on the main quote toolbar (needs to be saved first)
•Right-click the order reference and select Generate Purchase Orders
You must generate 1 purchase order for each supplier but they do not need to be done all at once, you can return to the purchase orders screen at a later time to continue.
Purchase Orders to Raise
This grid lists all the purchase orders that you need to raise to different suppliers. The number of items and value of them will be shown.
The supplier's details for telephone and fax will be shown to the right.
You can redirect a whole purchase order by clicking the supplier name and picking a different choice from the drop down list.
Product List
This grid shows all products to be placed with the currently selected supplier. Follow the black arrow between the top and bottom boxes.
You can redirect selected items by clicking the supplier name and selecting a different supplier. If you change some items, click the Refresh button at the top right so the list changes to show the products from a different supplier.
Generate Purchase Orders
Click the button to generate an order for the currently selected supplier. A new window opens to place each purchase order. Proceed through the list placing each order as you go. You do not need to complete all orders in one go, you can return to this screen at any time and continue.
See Place A Purchase Order to continue.
OR
Picking List
If the supplier shows Stocked Products the button will change to Picking List. Click Picking List to proceed.
See Printing a Picking List to continue.