Portions of this feature are available only in the Premier and
Enterprise Solutions editions. In QuickBooks Pro, you can work with existing sales
orders but cannot create new ones. Learn how to upgrade
your version of QuickBooks.
What happens when I create a purchase order from a sales order?
Creating a purchase order from a sales order does not change the status of the sales order. The two forms are not linked in any way.
To do this task
Find and open the sales order.
Click the Create Invoice drop-down arrow and choose Purchase Order.
Choose an option:
Select Create purchase order for all allowed items to add all allowable items from the
sales order to the purchase order.
Select Create purchase order for selected items if you want to put only some of the items
on the purchase order. Then select each item you want on the purchase order and enter a quantity.
The items are displayed in the same order as they appear on the sales order. If there are
a lot of items in the list, you may want to select the Sort by preferred vendor checkbox to
make items easier to find.
Click the Vendor drop-down list and choose a vendor.
Make any necessary changes to the purchase order.
Save the purchase order.
How does inventory site information transfer to a Purchase Order?
In general, QuickBooks uses the Inventory Site as a ship to address on purchase orders. That is why you can only have 1 inventory site per purchase order.
However, you can enter multiple inventory sites on Sales Orders. The Inventory Site information you enter on the Sales Order determines the site information QuickBooks transfers to the Purchase Order. Specifically, if:
you enter different inventory sites on the Sales Order
If you create a PO for all allowed items, QuickBooks does not enter an inventory site for the ship to address.
QuickBooks uses the default ship to address for your company (Company > Company Information, and click Ship to Address).
If you create a PO for selected items, and select only items sold from the same site, QuickBooks enters that inventory site as the Ship to Address on the PO.
you enter 1 inventory site on the Sales Order (on 1 or multiple line items)
QuickBooks enters the inventory site as the Ship to Address on the PO.
you don't enter any site information on the SO
QuickBooks does not enter an inventory site for the ship to address.
About sales orders