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How do I convert an order from a customer into a purchase order?

Maxime avatar
Written by Maxime
Updated over 3 weeks ago

It's possible in Akti to convert an order from a customer into a purchase order. To do so, please look at the steps as described below.

To be able to convert an order from a customer into a purchase order, the document must be in the status "Draft" or "Confirmed".

1. Go to the Sales Orders submenu of the Orders & Deliveries module.

2. Then select the sales order on which you want to create a purchase order from the list of sales orders.

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3. In the sales order admin screen, click on the Actions button "Purchase Order".

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In the pop-up that opens, you can:

  1. Select the supplier if it isn't already indicated in the catalog.

  2. Click on Create if everything is set up correctly in the catalog.

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