Purchase Order – Customer Order Link

Adding items to the PO occurs in stages.

1. Insert a PO but don’t enter any line items. Click on OK. Then click on the Link Details button.
PO_Link_Details_Button.jpg

2. Choose from the list the items you want on the purchase order. You can do this by double-clicking on the line or selecting the line and clicking on the ‘Add to PO’ button.
PO_Order_Link.jpg

3. Once you have all the items selected click on the series of buttons at the bottom of the window in this order:

Reload – This puts the items you selected into a separate queue to be added to the PO.
Summarize – This groups order line items with the same stock # into one line.
Update PO – This adds the summarized list to the PO.
Update_PO.jpg

Click on the ‘Go to PO’ button to see the finished PO.
Items_Added.jpg

Once you have linked orders to PO’s you can run a cross reference report which will list all the orders linked to PO’s. This report can be run under the PO’s menus via Reports > ..Order Cross Reference.
Xref_report.jpg

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