Creating a Purchase Order from an Invoice / Repair Order

It is possible to create a Special Order Purchase Order directly from an Invoice / Repair Order.

The steps are the same for Creating a Purchase Order from an Invoice or a Repair Order, the example below shows the steps on an Invoice.

 

1. Checkmark the box next to the part to be ordered

2. Click to either "Add to new PO" or "Add to existing PO"

RESULT:  The Purchase Order Type will show as "Special Order" and will auto-populate with the part number, along with the Customer's Name, and Invoice / Repair Order Number.

3. Select the Vendor

4. Save

RESULT:  The Purchase Order will show on the Invoice / Repair Order Number.

5. Continue to Receiving a Purchase Order

RESULT:  The Purchase Order will show as received on the Invoice / Repair Order Number.

6. Close the Invoice / Repair Order as usual

 

 

Related Articles: 

Adding a New Part / New Part Inventory

Creating a Parts Purchase Order

List Unposted POs (Purchase Orders)

Receiving a Purchase Order and Creating a Back Order PO

Search Part Purchase Orders

Using Suggested Reordering to Create a Purchase Order

Where is my Purchase Order in QuickBooks?