Enterprise Solutions "Magic Button" - Generating a Purchase Order from a Sales Order

Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in our series of “Quicklets” – informational podcasts about QuickBooks and related bookkeeping topics. You can listen to our archived podcasts at blog.quickbooksgal.com. If you are using Peachtree or Microsoft Office Accounting, be sure to check out our PeachPods & MicroPods....just visit www.quickbooksgal.com and follow the links.
Ask the QuickBooksGal!
Today we're going to talk about QuickBooks Enterprise Solutions' magic button that allows you to convert a sales order to a purchase order. It's really easy! Here's how:

1 - Open an existing sales order

2 - Using the Create Invoice drop down, select Purchase Order create a purchase order from a sales order in QuickBooks Enterprise Solutions

3 - Choose one of the following options

a) Create Purchase Order for All Allowed Items - this lets you to use all allowable items

b) Create Purchase Order for Selected Items - when you want only some of the items into into a purchase order, use this option and then you can select the items & quantities you wish to convert. Keep in mind that items are displayed in the order of the original entry (sales order); you can Sort by Preferred Vendor (check-box) if you wish to make the items easier to find.

4 - Click the Vendor drop down list to choose the vendor

5 - Review & edit the purchase order

6 - Save the form

QuickBooks Enterprise Solutions is a great product for companies that are outgrowing QuickBooks other accounting products. The QuickBooks Gal is a charter member of Intuit's Enterprise Solutions Provider Program and we currently have two Certified Enterprise ProAdvisors in our office. If you have questions about Enterprise Solutions, give us a call!
Certified QuickBooks Enterprise ProAdvisors

Once again, I want to remind you to back up your data.
It's simple and it's worth it!

I'll be attending the annual Sleeter Conference in Las Vegas from October 22-26, so look for future podcasts with some of the exciting news and tips I'll be bringing home with me.

I hope you find this discussion useful. If you have questions about this topic, just drop me a line at jayne@quickbooksgal.com. If you are a Peachtree user, check out peachpods.custmbiz.com and look for some great Microsoft discussions on our new Podcast at Micropods.custmbiz.com.

Don’t forget that we are now serving Incline Village and Lake Tahoe. We have two great consultants in the area that will be happy to assist with QuickBooks or Peachtree training & support. Visit our website at tahoe.custmbiz.com. QuickBooks newest Point of Sale is great! If you are using POS and need assistance, call us!

Well, that’s it for now. I appreciate your time and hope you will join me again next time for another in our Quicklet series. If there are topics you would like me to cover or have questions, send your email to jayne@quickbooksgal.com.

I’m Jayne Miller, The QuickbooksGal. Thanks for listening.

Jayne Miller, is the owner of Custom Business Solutions, is a consulting firm in Reno, NV that specializes in providing bookkeeping and software support.


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