How to link PO and SO?
There are three ways to link your orders:
Through the Order Overview
Click on the 'Sales Order' Tab (Alternatively choose 'Purchase Order' Tab)
Select the 'Link PO' option. (If you are on the Purchase order tab, select the 'Link SO' option)
Search PO ID in the search field and click on 'Link'. Note that you can link as many POs as you want to an SO.
Through the Tracing Tab
Click 'View' and go inside the desired Sales Order.
Click on the 'Tracing' Tab. Scroll down to find your company node (Highlighted with a dotted line).
Click on '+' and select 'add order'.
Fill in the 'Select Supplier' tab and fill in the details. By filling this section you are automatically linking a supplier to your Purchase Order. Under this section, you are able to select the supplier for order placement.
🔎 In case, you could not find your supplier, you may click on 'Create/Link New', where you have an option to look into a pool of suppliers, you haven't connected with. If the supplier is still not available, then you can utilize the 'Create New' option to link the supplier.
Next step is to fill in the 'Order Details' here you have the option to create a new Purchase order and link it directly to the sales order, or you can click on the "existing order" button above the PO ID and search for an existing Purchase Order you have created before for that same supplier.
🙌 You can only link an existing Purchase Order that has the same tracing template that your Sales Order
Final Step is to upload the documents under the 'Add Required documentation' section. It is Mandatory to upload at least one document to generate a Purchase Order. Once you Save the details, a notification will be sent to your Supplier regarding the newly generated PO.
Through bulk linking
If you have a large number of orders that need to be linked, you can use our bulk linking feature to link multiple purchase orders to their respective sales orders instead of linking the POs one by one. Click here to read the step-by-step guide!