Generate a PO from a Sales Order
If you receive an order for a product you do not have available, you may find that you need to generate a purchase order to request the goods from your vendor. Generate PO allows you to create and link a purchase order to a sales order.
How to
- Go to Fulfillment > Generate PO.
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Channels - Include or exclude specific channels
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Order Status - Include or exclude unconfirmed, unshipped, to be shipped, or backorders
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Date Range - Narrow your search results by date range. Select your filters and click Search to pull up a list of unfulfilled orders.
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- Tick the checkbox next to the orders for which you would like to generate a PO. You may not generate a PO for any order that has already been used to generate a PO.
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Dropship will copy the shipping address information from your sales order to your purchase order.
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Ship to warehouse will use the address from your warehouse for the shipping address. Select 'Dropship' or 'Ship to Warehouse'
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- Click Generate PO. If your sales order contains products from different vendors, it will split the order into a parent with child orders, and a new PO will be generated and linked to each order individually.
- You will be redirected to the PO print preview page. Your sales order's notes fields will be automatically copied into the purchase order notes. In our example below, we've generated a 'ship to warehouse' PO.
How can I tell which PO is linked to my sales order?
After you've generated a PO from a sales order, you can check the 'order detail page' for that order.
- Go to Orders > View Orders.
- Search for your order.
- Click on the order ID to jump to the order detail page.
- There will be a new line for the 'Vendor PO' with a direct link to the PO itself.
