If you need to order products for your customer and create a purchase order that reflects their sale, inFlow can assist you.

Web

Creating a purchase order from a sales order

1. Open a sales order, and click Copy.
2. Select As a purchase order.
3. In the pop-up window, select the vendor to create the purchase order.
4. A new order will be created. Click Close to stay on the sales order, or Open in new tab to open the new purchase order.

Reordering from a sales order

To reorder a product that isn’t in stock, click on the exclamation mark, then click Reorder.

Windows

Creating a purchase order from a sales order

1. Click Copy and choose Create PO.
2. Select the correct vendor.
3. Click Save.

You can also choose to create a purchase order if you do not have enough stock to cover the order. This is easily done by right-clicking on the exclamation mark, which will appear to warn you of your stock levels.