With a couple of clicks you can easily convert a quote/estimate to a purchase order and send it it your supplier.
There a few ways to do this and i will show you how below....
Using The Quick Action Buttons
On the dashboard you will see the quick action buttons.
Click Purchase Order and select your supplier, then select your customer.
If you have previously created a quote for this customer you will greeted with a pop up screen where you can quickly select the quote and convert it directly to a purchase order.
:- Please Note You will need to delete any labour lines before confirming the Purchase Order.
Once you're happy click next and you can choose the address for the delivery or pick up from branch.
You will now be shown the preview of the document, if you're happy, click the confirm button and send. You're all done!
The second way is by converting a quote directly.
Find the quote you want converting and open up on preview. There is an options button on the document. Select this and then 'convert to purchase order'
The suppliers in the system will then populate and you can select the correct supplier and the rest of the journey is the same as above.
The final way is to convert pricing from a project.
> Open/Create the project
> If there is no pricing, select 'add new item' and the pricing option and build up your order.
Once there is pricing you can use this box to create any document and the button on the right hand side 'Create Document' becomes available.
Tick the box you need and then select the +Create Purchase Order' button
> You're then prompted to select your supplier and the delivery address the same as the ways above.
> You can now confirm the document and send it to the supplier.