Question
How can you create a supplier order for a customer order?
Answer
To create a Supplier Order for a Customer Order, when you are in Parts > Customer Orders > Customer Orders in the 'allocate' tab select your Order Type and any relevant details such as Customer Name, Account number or Enquiry Reference number.
Find your customer order within this screen, tick the box in the 'Order' column, and select 'Accept' at the bottom of the screen.
Once you click Accept, you will be greeted with the below screen - Which is where you allocate your Customer Order, to the Supplier you want to order from.
You can search for your Supplier via their Purchase Ledger Account code, or you can click the search icon and search via the Account Name.
Upon clicking the supplier, the 'New Supplier Order' button will be available for you to create a new supplier order and it will disappear from the 'Allocate' tab in Customer Orders.
This will now have created a Supplier Order which can be found by going to Parts > Purchase > Supplier Orders
Select your Supplier that you allocated the Customer order to by finding it on the drop down menu, and you will see any outstanding supplier orders which are yet to be confirmed and ordered on the right hand side. You are also able to hover over the line to see the customer name for the Customer Order.
Within this screen you can add any more parts you wish to order from the supplier, and/or amend any quantities if need be.
Click Accept and you will then be prompted if you want to process the supplier order, click YES which will then have produced your supplier order, and the next step will be to receipt this supplier order in.