How to create Sales Order PO's for each individual Sales Order

Overview 

When you create a Sales Order you may need to purchase 1 or more items (from 1 or more vendors) to sell to your customer.  This article explains how to do this process, step by step, for all items on one Sales Order that need to be purchased.  

Before You Begin

This article assumes you have already created a Sales Order. 

Steps

1. On the Sales Order screen, make sure the PO checkbox is checked for each item on the Sales Order that needs to be 'special ordered' for that Order.
Tip: If you add a default Vendor (on the Item Detail screen for the item) it will auto fill the Vendor field on the Sales Order line item.
2. Click the Create PO's button.  This will open the Sales Order Purchase Orders (to create) screen.
   
   

   
   

3. Make sure each line item has the Vendor you want to purchase the item from and the Cost you expect to pay. 

4. Click the Checkbox (on the far left side) for each line item you want to add to a PO (or click the Checkbox above all the checkboxs to select them all).

5. Click the green Proceed (Show Prebuild Summary) button. This will display the Sales Order PO's - Prebuild Summary.
   
   

6. Click the green Create / Add to PO's button. This will:

   1. Create (and open) each new PO created.

   2. Insert (and link) the proper Sales Order # into the associated Purchase Order Line Item.

   3. Insert (and link) the proper Purchase Order # into the associated Sales Order Line Item.

   4. Reserve that PO Item for that Sales Order #.  (So it cannot be sold to another customer when it arrives). 

Note: Instead of creating a new PO, you can add the item(s) to an existing PO (sometimes called Blanket PO) by selecting the PO from the Existing PO drop down list.