Creating and generating a Purchase Order from a Sales Order

In 10X ERP, you can create a purchase order directly from a sales order to simplify your procurement process. Follow these steps to ensure accurate and efficient purchase order creation.

Steps to Generate a Purchase Order

1. From the Sales Order: After publishing the sales order, navigate to the line item(s) that you'd like to create a purchase order for.
2. Review Items: Check the items listed in the sales order for accuracy in quantity, description, and pricing. Ensure these details align with what needs to be purchased.
3. Initiate Purchase Order Creation: Select the line item(s) using the check box and Create Purchase Order. This opens a pre-filled draft of the purchase order linked to the sales order.
4. Verify Purchase Order Details: Confirm supplier details, item quantities, prices, and delivery dates. Adjust any fields as needed before proceeding.
5. Save the Purchase Order: Finalize the purchase order by clicking Save. The system will generate and link it to the sales order for streamlined tracking.