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Creating a purchase order from a job/sales order

Create purchase orders from a job or sales order, choose a supplier for each item, set cost prices, and generate one PO per supplier.

Select the items to order

1. Click "Multi-Select"

Job line items table with the Multi-Select button highlighted next to Apply, above columns like Alloc. Stock and On Order

2. Select the items to place Purchase Order(s) for. You can create POs for more than one supplier at once

Job item list with checkboxes ticked for items to order, highlighting the checkbox beside item code 7620BBLAC12

3. Click on "Create Purchase Order". If you are ordering all the items on the PO, skip the multi-select step.

Job record toolbar with the purple Create Purchase Order button highlighted among the create action buttons

Assign suppliers to items

4. Select the supplier from this dropdown to apply to all the items

Supplier dropdown open with Search Filter field, highlighting a supplier option next to the Add to All Items button

5. Click "Add to All Items"

Create Purchase Orders panel with a supplier selected in the dropdown and the Add to All Items button highlighted

6. You can select different suppliers for different items

Supplier dropdown on the third item row open, with a supplier highlighted in the list below the Search Filter box

7. Or remove an item from the PO creation by setting the supplier to "Ignore"

Purchase order item table with the Supplier dropdown on the second row set to Ignore, excluding that item from the PO

Set costs and create the POs

8. Using forecast item cost will take the cost price from the Job/Sales Order. Untick it to use the cost price from the item in the items list.

Convert Sales Order into Purchase Orders panel with the Use Forecast Item Cost checkbox highlighted and ticked

9. Click 'Create Purchase Orders'

Create Purchase Orders panel with supplier options and item list, highlighting the purple Create Purchase Orders button

10. Select the PO pre-build to use

Create Purchase Orders dropdown open with "From a Pre-Build" options, highlighting the Standard pre-build

11. This process will generate one PO for each supplier

Purchase Orders list showing new Draft POs per supplier, with the first purchase order number highlighted in the Purchase Order column

12. You can see the link from the PO to the Job/Sales Order at the top of the PO

Purchase Order screen with the linked Job tag "JB1336-1 Draft" highlighted next to the PO number at the top

Learn more: purchase orders in Zigaflow

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