Linking Purchase Orders and Invoices
This guide explains how to create and link Purchase Orders from Sales Records within the HirePOS system.
Creating Purchase Orders from Sales Records
Purchase Orders can be created directly from a Sales Record via the Orders tab.
Follow these steps to create a Purchase Order:
Open the relevant Sales Record and enter as much information as possible in the record.
Click the Orders tab.
Select one of the following options:
New Order – Creates a blank Purchase Order.
New Order (Copy Items) – Creates a Purchase Order and copies the items from the Sales Record.
Once created, the Purchase Order will automatically be linked to the Sales Record it was generated from.
Linking an Existing Purchase Order to a Sales Record
If a Purchase Order was created separately, it can be linked to a Sales Record retrospectively.
Open the relevant Purchase Order and
Click the Customer Invoices/Orders tab and click Link Customer Invoice/Order.
In the popup window, use the search field to locate and select the Sales Record you wish to link.
You can optionally filter results by selecting a Customer.
A preview of the Sales Record details will appear. Click Link in the bottom-right corner of the preview to complete the process.
Once linked, the Sales Record will appear in the Orders tab of the Purchase Order. You can click the on the linked record to open it in a new tab, or click on the eye icon to simply preview it.