Skip to content
  • There are no suggestions because the search field is empty.

📄How to create a Purchase Order using the "From Sales" option

This article covers how to Create and Post a new Purchase Order using the "From Sales" Auto option 

Overview

Purchase Orders using the Auto option "From Sales" calculates an order based on a specific period's sales quantities, e.g. Last Week or Current Month, etc.

Note: The quantities in the auto P.O. can be easily changed before being posted.

How-To

The 'From Sales' option will generate a Purchase Order based on sales and will, therefore, replace any stock sold.

  • Run BackOffice and Log In

  • From the Stock Control menu, select Purchasing and Receiving

  • Choose the corresponding Venue from the drop-down selection 

  • Click on the New Purchase Order button

  • A Supplier List will appear; select the desired Supplier

  • After selecting a Supplier,  the below screen will be displayed

  • Choose From Sales

  • You may be prompted to Choose a Store. Highlight and Select Store

  • The Period Selection Screen will be displayed; select the desired period for Ordering

  • The Purchase Order will be generated automatically based on sales from period selected

  • Add, remove or alter values using the same method as with a Manual/Blank Purchase Order

  • To Post the Purchase Order select the Post Purchase Order button