Convert a sales order into a purchase order

You can convert one or more sales orders directly to separate purchase orders using the order proposal. You then no longer collect sales orders. After adding the purchase order, all lines from the sales order are linked to the purchase order lines.

You use this, for example, if you normally collect all sales orders for a purchase order, but you want to deviate from this by manually generating separate purchase orders for specific sales orders. It works the other way round as well: if you normally generate separate purchase orders for each sales order in Profit, you can collect certain sales orders manually on one purchase order. You must configure this first.

If you have configured this, you can still exclude specific sales orders from the action.

To convert a sales order to a purchase order using the order proposal:

1. Go to: Order Management / Sales process / Sales order.
2. Click on New.
3. If necessary, open the sales order properties to have or to not have an order that deviates from the settings converted to a purchase order:
4. Select the Purchase per sales order check box if you did not set this in the sales contact profile, or deselect it if you do not want a purchase order to be made for this sales order.

   

   If the purchase contact is linked to a sales contact profile with the Purchase per sales order setting, then this check box is selected by default.

5. Click on: Finish. 

To configure a purchase order for each sales order:

2. Select one or more sales order(s) in the view.
3. Click on the action: Order proposal.
4. Select the entry layout for the order proposal.

   

   You now see the sales order(s) in the order proposal view. The sales orders for which Purchase per sales order is not selected are not included, even if you did select them.

5. Click on: Finish.

   Profit generates the purchase orders.

6. Click on: OK.