Are you unable to create a purchase order from customers’ orders? Don’t worry; we are here to help you. In this article, we will tell you how to generate purchase orders from a customer order to order the specified items from all your vendors.

However before starting you should know that Point of Sale will generate a PO against all the listed items, further enabling you to verify the proposed purchase orders and select items as well as quantities to order. And all the repeated items from a specific vendor will be denoted as only one purchase order.

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Steps to Generate Orders from a Customer Order

Complete the order document and save it.
Now display or highlight the customer order.
After that, from the I Want To menu, Go to Generate PO.
A window will appear displaying all the selected items for generating PO. It will include all the merchandise items listed by the customer.
In the Doc Qty column, enter the quantity of all the items to order from the vendor.
If you would like to order an item enter 0, otherwise leave the Doc Qty empty.
In order to place an order for all the items in a particular quantity
Go to the Due column and choose Select All.
After that, click on Continue.
You will get a confirmation message, stating the total number of purchase orders created.
It will also give you an option to view, print as well as e-mail the purchase orders.

And in case, you would like to add an extra item to the purchase order that is made this way, go to Show Me a List of purchase orders created. Then select the required purchase order and go to Edit. Make the necessary changes prior to finally submitting the purchase order to the vendor.

Important Points to Remember

You can make various purchase orders from a single customer order with QuickBooks software.
However, when making a purchase order, the Due values get reduced depending on the quantity of an item.
The purchase orders that are created from the customer orders are numbered by POS by adding an order type prefix, order series, and a sequential suffix.
For instance, if the first PO was initiated from Sales Order 21 then it would be numbered as SO211, likewise, the second PO generated from this Sales Order would be numbered as SO212, and so on.

These are the basic simple things that you can do when you are facing trouble with generating a purchase order. If you need any other help related to the QBPOS system or creating a purchase order with QBPOS then just contact us us.