Creating Purchase Orders from Sales Orders / Backorders

You can create a Purchase Order directly from a Sales Order. This could be useful in the following 2 cases:

1. You don't have enough products available to fulfill the order. In this case, you will see the following option in the Sales Order:



2. You simply want to use the same products and quantities from the Sales Order to create one or more Purchase Orders. In this case, click on the "Create purchase order" button:

In both cases, erplain will start the process to create a Purchase Order for each of the suppliers assigned to your products:



Next: Update quantities and suppliers if needed.  You can assign a default supplier for each of your products. This is done when creating or editing the products.  If you remove the Supplier to '- None -', it will not include this product in a Purchase Order.


Click on Next  - From this page, you can choose to add the Products to a new Purchase Order or add them to an existing Active Purchase order for this supplier:

You can also update the stock location or add a discount, for example.

Review your other options and click on 'Save', it will create your purchase order(s).

Once you have created the Purchase Order(s), you can edit it to change any of the other values.

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