Instead of entering special order(s) and attaching/creating purchase orders in the process, you can alternatively create a purchase order first and then attach special orders to the new purchase order. This is the preferred method when having to enter multiple special orders to the same vendor. The method also allows you to create similar special order that is added to the same purchase order. For more details on creating similar orders, Click Here.
In this article, we will discuss how to enter a purchase order and then attach special orders to that purchase order.
Creating Purchase Orders then Entering Special Orders:
To enter a purchase order using this process, follow these instructions:
Go to Orders > Special Orders > Dashboard > New Purchase Order.
Select the vendor name.
Add any general notes related (optional).
Click "New Special Order" to create and add a special order to the purchase order. After entering the special order, it will automatically be attached to the purchase order (as shown below).
Enter any remaining special orders to the purchase order.
Click "Save and Order Now" or "Save and Order Later.
If you click "Save and Order Later", the purchase order will be created, and the special order will be placed on the Special Order Dashboard in the "Orders to Place" stage (as shown below).
If you click "Save and Order Now", the purchase order will be created, and you will be taken to the place purchase order page. When placing an order, all special orders within the same purchase order will be ordered together (as shown below).
