Configure a purchase order for each sales order
By default, Profit collects various sales orders on a purchase order using the order proposal. If you want to generate a purchase order for each sales order, then you need to configure this.
Description
If you always want separate purchase orders for each sales order, then you configure this at a high level in the sales contact profile. You use this, for example, if you have a web shop, without inventory, and you send each purchase order through to your sales contact.
If you have configured the Profit default setting, namely that sales orders are always collected on a purchase order, you can still deviate per sales order here. You do can this by authorising the Order proposal action in the sales orders view. In this case you also add the Purchase per sales order field to the entry layout for sales orders. You use this, for example, if your supplier occasionally supplies directly to the sales contact.
You can also set up at line level that the sales contact must be supplied directly. You configure this at the article level, among others.
Procedure
- Authorise sales order to purchase order conversion
If you want to allow sales order to be converted manually to purchase orders using the order proposal, you must first authorise this.
- Configure a sales contact profile for order to purchase order
You configure the sales contact profile to permit purchases for each sales order by default. You can still deviate from this in the entry layout.