Create Orders for a Customer

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Create Orders for a Customer

To create purchase orders for a specific customer (special order):

 

From the Customer Manager

 

1.Open the Customer Manager by pressing the Customer button on the Toolbar.

 

2.Find the Customer you want to create the purchase order for.

 

3.Press the Sales tab and select the sale you want to copy the items from.

 

4.Press the Copy to PO button on the lower right hand side of the screen.

 

5.Name your new purchase order.  For a special order you might name the purchase order SO-CustID where CustID is the customer's assigned ID.

 

6.Assign the Location for the PO.

 

7.Assign a Vendor and Order Date.

 

8.Press the Ok button.

 

9.Choose to edit the purchase order when prompted.

 

10.Press the Items tab on the Edit Purchase Order screen.

 

11.Make any appropriate changes to the items.

 

From the Sales Manager

 

1.Open the Sales Manager by pressing the Sales MGR button on the Toolbar.

 

2.Find the sale you want to create the purchase order from.

 

3.Press the Items tab and select the sale you want to copy the items from.

 

4.Press the Copy to PO button on the lower right hand side of the screen.

 

5.Name your new purchase order.  For a special order you might name the purchase order SO-CustID where CustID is the customer's assigned ID.

 

6.Assign the Location for the PO.

 

7.Assign a Vendor and Order Date.

 

8.Press the Ok button.

 

9.Choose to edit the purchase order when prompted.

 

10.Press the Items tab on the Edit Purchase Order screen.

 

11.Make any appropriate changes to the items.