How to Process a Sales Order and Create a Purchase Order

In this guide we will show you how to process a Sales Order for a Special Order placed through the Point of Sale (POS). Starting from the 'Supply Chain' menu option, select the 'Sales Orders' tab. To process a sales order, locate and click the three-dotted button on the right, then select 'Process Sales Order'. In the 'Sales Order' lines, adjust the PO column value to the number of Purchase Orders you want to allocate to the Order Line. After reviewing the automatically generated Purchase Order, click 'Complete'. Once these Purchase Orders are created and sent to the vendor, the items will be ready for pickup through the POS following their receipt. For a more detailed guide, refer to our video tutorial.

Processing a Sales Order and Creating a PO