Turning a quote into a purchase order
A purchase order (PO) is a document that can be used in a couple of ways during the purchase process. Simply put, a PO is a buyer's request to a seller (supplier) to order the goods/services. Turn a quote, confirmed by your customer, into a purchase order for a supplier with just a couple of clicks. Read more on how to add and modify a quote.
In the quote detailed view, click on the button Use data on quote to …
… and select the option Create purchase order.
You’re taken to the purchase order modify view where the relevant data is already filled out for you. You can add or change any of the details.
Read more on how to use purchase orders and bills.
Turning one quote into multiple purchase orders
Compile a single quote for your customer when offering services provided by various third-party partners. Define all service providers on the relevant product lines on the quote. Or do it already on the product card, then the supplier (and other relevant) information is filled out automatically.
When everything on the quote is as it should, click on the button Use data on quote to... in the quote detailed view and pick the option Create purchase order.
Scoro automatically takes the suppliers defined on the quote into account and suggests creating multiple individual documents.
Select the option Multiple purchase orders and click Proceed.
As a middle step, you can now easily adjust quantities and unit prices if needed. Or even compile a partial purchase document by adjusting the quantities.
When clicking the button Create purchase orders, you're taken to the list view of the purchase orders just created.
In the meantime, you can quickly get an overview of how far along your purchases are. There’s an indication of whether the items on each quote line have been purchased and/or paid for in the quote detailed view.
Grey stands for not yet purchased, yellow for partially purchased, green for fully purchased, and red for over purchased.
In the quote detailed view, just scroll down to get an overview of all related documents.
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