Save time on purchasing by creating purchase orders directly from client orders. The system will automatically calculate the exact quantity of products needed, avoiding duplicates and unnecessary expenses.
The employee must have the Can create purchase orders permission enabled in the Work Orders permission group.
1. In the client order, click Actions > Create purchase order.
2. Products added as products without deduction are added to the draft purchase order—and only in the required quantity.
If the product has already been partially deducted, only the remaining quantity (the undeducted amount) will be included in the purchase order.
If these undeducted products have already been added to another purchase order, they will not be added again.
For example:
Product 1: 5 units needed, 2 units deducted for client order → 3 units will be included in the purchase order.
Product 2: 4 units needed, 0 units deducted → 4 units will be included in the purchase order.
Product 3: 3 units needed, 1 deducted, 1 already ordered → 1 unit will be included in this purchase order.
3. If necessary, fill in the additional fields (supplier, warehouse, expected delivery date, etc.) — this is optional.
4. Click Create.
The created purchase order is saved as a draft in the purchase orders table — it can be edited (change products, quantity, and other details).
A new event appears in the work order event feed with a link to the created purchase order.