Once the Quote has been approved you can start creating the POs on the Quote Items.
You can create POs:
- on the entire quote
- on one Section
- on a selected item.
On the entire Quote
Once under the Quote that holds the data you need, click on Financial and it will open a menu from which you need to choose to Create Purchase Order.
On One Section
Once under the Section of the Quote that holds the data you need, click on Financial and it will open a menu from which you need to choose to Create Purchase Order.
On a selected item inside the Sections
Once under the Item under the Section in a Quote, click on the 3 dots and it will open a menu from which you need to choose to Create Purchase Order.
Once you click on Create Purchase Order - in all the options above the end result is the same - a new window will appear, where you need to input a few more details (besides the details that will be directly pulled out from the Quote already accepted by the Client).
Once you will enter the needed data (like the Supplier, Delivery Address, Delivery Date) make sure you hit the SAVE button.