How do I create a Purchase Order from a Sales Order?

Here is a guide on how to create a P/O directly from a S/O.

Warning: You can only do this if the "Send all S/O to dropship" setting is turned on. If you are not using this setting, you will first need to turn your sales order into a purchase order proposal and then into a proper purchase order. Here is the guide for that: How do I create a Purchase Order from a P/O Proposal?

The first thing you will need to do is have a sales order in mind to use for this. In ERP, go to Sales > S/O Management.

There are two ways you can do this.

1. From the Sales Order List screen: select the S/O, click Action > Create Dropship P/O.

2. From the list screen, locate and click on the S/O you want. On the management screen, click Action > Create P/O.

Caution: Make sure your order is in a status of Ready to Ship. If it's not, you will get this error message:

Regardless of if you do option 1 or option 2, you will get a confirmation message: