Miscellaneous vTiger issues
  • 1. How to remove the side menu from the CRM
  • 2. How to check the PHP version of your CRM system?
  • 3. Steps to fortify VTiger security
  • 4. Charts do not populate in the Projects module
  • 5. How to increase the scheduled workflow limit (by default its 10) in Vtiger CRM
  • 6. How to find a custom field number by its name in CRM and vice versa
  • 7. How Decimal Places work in Vtiger CRM
  • 8. How to move a module from one category to another
  • 9. Configuring Tax Region and using it in Vtiger
  • 10. How to add and remove columns of a related module
  • 11. Can I add tax filer number on the invoice?
  • 12. Extending character limit for description field in opportunities
  • 13. How to search records excluding records assigned to a specific user
  • 14. Percentage Field not showing decimal values
  • 15. Cannot change the privileges (read only, write, invisible) for the field
  • 16. Saving a record showing error
  • 17. Follow Feature working and customizations related to it
  • 18. Why CRM gets slower
  • 19. How to remove the user from the Vtiger marketplace login
  • 20. How to Remove Quick Create For Individual Standard & Custom Modules In VTiger
  • 21. Remove Certain Modules From Related Module List On The Record In VTiger
  • 22. Change Default Terms And Conditions For Invoice/Quote/Sales And Purchase Order In VTiger
  • 23. How the new ticket is always assigned to specific group by default
  • 24. Why can't we seem to find the add mailbox button in the mail converter?
  • 25. How to turn off the counter label from the related modules
  • 26. How to rearrange different module in Vtiger
  • 27. How To Calculate Birthday And Send Email In Vtiger
  • 28. How To Add Tags To Any Record In VTiger
  • 29. How To Install Vtiger CRM
  • 30. How to Setup and Configure Vtiger Customer Portal Module
  • 31. Merge Tags/Description Not Working In Email Template (Vtiger 8.3 Bug)
  • 32. How To Generate Purchase order from Sales Order
  • 33. How To Troubleshoot Email Workflow In Vtiger
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32. How To Generate Purchase order from Sales Order

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Last updated 1 month ago

Question

Can we generate a purchase order from a sales order?

Answer

To generate a purchase order for a sales order, select the sales order, click on More, and then select the Create Purchase Order option within the sales order.

Example

We will take a practical example to explain it in detail

Lets generate a sales order of 20 wallets. The subject of the order is LW wallets, while the organization is Systematrix

  • The sales order is for wallets and the quantity of order is 20 units

  • Now, we have a Sales Order of 20 wallets in our CRM, from the organization Systematrix (i.e. our buyer)

  • To generate a purchase order in respect to above mentioned sales order. Go to, LW wallets sales order. Use More button and choose the Create Purchase Order feature

  • It will take you to the purchase order editing page. The Subject will remain same as your Sales Order

  • Now we have to select the appropriate vendor from whom we buy this type of products

  • The address will be changed accordingly

  • The Name of item will remain the same

  • By default system will set the quantity equal to the quantity of sales order, but it can be changed

  • Provide the Price at which we will be buying the items from the vendors in the List Price field

  • Click on the save button to generate the purchase order.

  • Furthermore,we can find both Sales order and Purchase order in their respective lists

  • For Sales order go to Menu > Inventory > Sales order and you can find this purchase order in the list

Question
How To Generate Purchase order from Sales Order

Moved By

Chris (19 Feb 25)

Topic

Miscellaneous vTiger issues