Link Purchase Order line items to Sales Order line items
in progress
Paul Lutkajtis
Link specific product line items between PO and Sales in order to automatically update the 'cost' price on Sales Order based on purchase price.
N
Navy Hornet
Hi Paul, sorry no what I mean is when I mark a Purchase order to be received, I want it to automatically mark the sales order for that same product to be received. Does that make sense?
Paul Lutkajtis
Navy Hornet: Got it! That one will be covered by this card here in that case :) https://factory.canny.io/ideas/p/automations
Paul Lutkajtis
Merged in a post:
Purchase order to Sales Order
N
Navy Hornet
Would like the sales order to update once the goods on the purchase order are marked as received.
Paul Lutkajtis
Hi There - for this one, are you looking to update the 'cost' price for the item on the Sales Order when the PO is received? Or are you looking to add an entirely new line item to the Sales Order?
E
Exact Emu
Paul Lutkajtis Personally I would love to see the Cost Price for the item on the Sales Order to be updated when the PO is marked as received. We will then add our mark-up percentage, and all costs are accurate on the Sales Order, without having to view the linked Purchase Orders.
Paul Lutkajtis
Exact Emu: That will be covered by this piece of work that is currently in progress: https://factory.canny.io/ideas/p/link-purchase-order-line-items-to-sales-order-line-items
I'll merge this request with that one, but we can split them out later as required if the requirements are different.
Paul Lutkajtis
in progress
Paul Lutkajtis
planned
Paul Lutkajtis
Merged in a post:
Link to Cost and Details from Purchase Orders to Sales Orders
E
Exact Emu
Can we please have the option to have the Linked Orders Cost automatically pull through to the Sales Order?
We create all Purchase Orders from a Sales Order to ensure costings are all allocated against the relevant job. We have noticed that when the Purchase Order is created and the costs are updated (e.g. when converted to a Bill), this does not update the related line on the Sales Order page. We would love to see this so we aren't double entering or having to click on Linked Orders and manually adding up all costs on a job.
We have also noticed that if we enter additional information on the Sales Order to create the Purchase Order it doesn't pull through (i.e. the second line when adding an item). Would love to have both lines pull through to the purchase order to avoid double entering.
Paul Lutkajtis
under review