Purchase Generator - Creating a Sales Order based on Purchase Order
View - Purchase order - Purchases
The Purchase generator allows you to create a sales order based on an existing purchase order. This is done using a wizard that is started in the Product lines tab.
How to create a Sales Order based on your Purchase Order
- Click Purchase generator and select Create order based on purchase.
- The wizard will then display information about the purchase on which the order will be based. Click Next.
- Select the contact for which you are going to create the order. Click Next.
- Select the basis for cost price and sales price on the sales order and select which information you want to be transferred to the sales order. Click Next.
- Only if the customer already has an existing unprocessed
sales order:
Select whether you want to update an existing sales order with new product lines or create a new one. - Click Complete to create the sales order.
The wizard will now display order information about the created sales order. Click Close or Cancel to close the wizard.
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