Reference to carry over to purchase order
planned
R
Realistic Alpaca
When creating a purchase order from a sales order so they are linked it would be good for the reference of the sales order to carry over to the new purchase order automatically.
Paul Lutkajtis
marked this post as
planned
Paul Lutkajtis
Realistic Alpaca Nice idea! I think this would be relatively straightforward. We'd likely put this behind a 'toggle' that you could turn on / off at the company level, as customers use the 'PO' field on Sales Orders for many different purposes. We'll take a look at this one!
W
Walnut Peacock
I've brought this up with them in video chats. It makes linking orders manually really difficult too. Can I ask where you put your reference in the sales order? We use the PO section, which doesn't exist on the PO, then the PO has a reference section that doesn't exist on the sales order.
R
Realistic Alpaca
Walnut Peacock We use PO and Reference as the same thing to keep track and just keep copying between them.