Creating Purchase Orders from Sales Orders in Sage v29.2

So, how does It work?

• Initiating the Process: Within the Sales Orders ledger, users will find a new, button labelled "Generate PO." This, button is also accessible within an individual Sales Order, making it convenient for users to initiate the Purchase Order creation process.

• Selecting Sales Orders: The feature allows users to create Purchase Orders from a single Sales Order or from a selection, offering flexibility based on the business's needs.

• Detailed Overview: Once initiated, the "Create purchase orders from sales orders" screen provides a comprehensive view of the products from the selected sales orders. From here, users can utilise the "Create purchase order(s)", button to generate a Purchase Order based on each supplier record, ensuring that orders are directed to the appropriate vendors.

Additional Features:

• An information panel displays the number of selected products and the unique purchase orders that will be created.

• Users have the option to deselect products if there's no need for additional stock procurement.

• Relevant product record details, such as Quantity in Stock, Re-order Level, and Re-order Quantity, are displayed.

• The quantity from the Sales Order is set as the default, but can be adjusted as needed.

• The supplier from the product record is the default, but users can modify this.

• Users can choose the delivery address for the Purchase Order from the Sales Order, supplier, or company delivery address.

• Alerts provide insights into factors like stock availability, bill of materials inclusion, or if the supplier's credit limit has been exceeded.

• After the Purchase Orders are generated, they can be viewed and modified if necessary, ensuring that businesses have full control over their procurement process.