Creating Purchase Orders from Sales Orders

To begin the back-to-back ordering process, a sales order must be created for one or more products that have low stock or no stock.

Open the Sales Order List.

Select Add-F2 to create a new sales order.

Enter the sales order header details, including a Customer and Sales Rep.

In the sales order lines, enter products that are configured for automatic purchasing and have low stock or no stock. 

Select Save-F9.

The Back To Back Document Builder screen will appear, showing the products that need to be ordered to fulfil the sales order.

Enter the quantity to order for each line.

It's possible to enter a quantity greater than what is required on the sales order to allow for extra stock.

When a default supplier is set on the product, the Supplier field will automatically populate with the account code and name once the order quantity is entered. This can be updated if a different supplier is required, or a supplier can be added manually if none appears.

After entering all required order quantities, select Continue-F9.

Purchase orders are automatically created for the selected products.

If multiple suppliers are listed in the Back to Back Document Builder screen, separate purchase orders are generated for each supplier.

Press Esc to close the new blank Sales Order screen.

Open the Purchase Order List.

The newly created purchase order will appear at the top of the list.

Highlight the purchase order and select Edit-F3.

Adjustments such as changes to quantity, adding discounts, or including additional products can be made if required.

In this process, leave the purchase order unchanged and press Esc to close the Purchase Order screen.

To view the link between documents, return to the Sales Order List tab. Right-click on the sales order and select View Related Items from the context menu to see the linked purchase order number.

The Related Items inquiry on the purchase order will also display the linked sales order number.

Link to Micronet article - Create Purchase Order from Sales Order