32. How To Generate Purchase order from Sales Order

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