How to Process a Sales Order and Create a Purchase Order

This article provides a guide on how to process a Sales Order and create a Vendor Purchase Order (PO) through the Supply Chain module. Follow these steps to ensure that your Special Orders are processed efficiently.

You may refer to this video for a step-by-step guide on processing sales orders: https://www.youtube.com/watch?v=lTEtaz7u9s0.

Step 1: Access the Supply Chain Module

To start processing the Sales Order, open the Supply Chain module by following these steps:

• Open your left navigation menu.

• Click the Supply Chain menu option.
  
   
  
  
  

Step 2: Navigate to Sales Orders

In the opened module, you will see two tabs: Sales Orders and Purchase Orders. Make sure the Sales Orders tab is selected.

Step 3: Process the Sales Order

Locate the three-dotted button on the right side of the Sales Orders and click it. Then, press Process Sales Order. For this example, we’ll be using Sales Order # #SO0001103.

In the opened Sales Order lines, locate the PO column and change the value to the number of Purchase Orders you want to allocate to the Order Line.

Once done, click Finish. The Purchase Order dialogue will automatically open, adding the item related to the original Order.

Step 4: Complete the Purchase Order

Review the Purchase Order details and press Complete when you are ready.

Once the Purchase Orders are created, they can be sent to the vendor. After receiving the items, they will be ready for pickup from the Point of Sale.

Troubleshooting

For any issues encountered when processing a sales order or creating a vendor PO, please contact Flawless POS support for assistance.