How to bulk link POs and SOs?
To link multiple purchase orders to their respective sales orders, you could potentially use a bulk upload feature instead of linking the POs one by one. To use the bulk linking feature, follow these steps:
Look for a 🔗 icon on the Sales Order tab
Export the template file by clicking on the button on the top right and add all the POs and SOs that need to be linked to the Excel sheet. Make sure the attachment template for SO and PO is the same. Once your Excel sheet has all the details, click on 'Select File' to upload the file.
Select the exact sheet where your SOs and POs are indicated. Then, match or validate the SO and PO linking on the following page.
Once you have validated the data, it's time to finalize the import. Simply click on the 'Complete Import' button and you're done! It's as easy as that.
