Received purchase orders updating Sales order
Posted by : Bashar
Posted on : February 27, 2021
Category : Quotes & Orders
I am looking for a SIMPLE workflow to receive our PO's and update sales orders for our sales staff.
We stock little inventory, and most of our items are special ordered (no assemblys) for the customer and picked up at our warehouse. I would like the warehouse manager to receive the items, and have him simply populate the sales order as fulfilled either throught the purchase order fullfillment worksheet (which doesn't seem to transfer to SO) or somehow that is not a multi step process.
Is there something I am missing in the workflow on the sales order fullfillemt or purchase order fullfillment worksheet? We receive items before the bill. How does that "fulfilled" box get checked on the Sales order worksheet? I have Enterprise
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