Purchase Order from Sales Order
hpCommerce Orion's Purchase Order from Sales Order System
You can quickly create a Purchase Order from a Sales Order using this system.
Watch the videos below to learn how.
| Topic | Notes | Video (click icon to watch) |
|---|---|---|
| Quick Start - Stocking PO from an SO | To get you quickly started watch this video to learn how to create a stocking purchase order from a sales order. |  1:31 |
| Quick Start - Drop Ship PO from an SO | Watch this video to quickly learn how to create a drop ship purchase order from a sales order. | 1:39 |
| Setting Defaults for Optimized Performance | You can set default settings in Orion to optimize your use of the PO from SO system. Watch this video to learn how. | 1:48 |
| Learn about the Sales Order Drop Ship flags | You can set an entire Sales Order to be drop shipped or just individual line items. Watch this video to learn how to use the sales order drop ship flags properly. | 3:15 |
| Review of the Sales Order Items Dashboard | Watch this video to get a quick overview of the Sales Order Items dashboard. | 3:11 |
| Review of the PO Worksheet | This video reviews the Purchase Order Worksheet. This sheet is used to build a Purchase Order from a Sales Order. | 3:26 |
| Review of the PO Worksheet Dashboard | To review the features on the Purchase Order Worksheet dashboard watch this video. | 3:44 |
| Learn about the PO Worksheet Filters | Filters are a powerful feature of the Purchase Order Worksheet. They help you to quickly narrow down what you want to order. To see how to use them effectively watch this video. | 2:17 |
| Learn how to add items to Un-Processed Stocking Orders | Often times you have a stocking purchase order that you may have open for a period of time. You keep adding items to this PO until you are ready to send it to your vendor. In this video we cover how to use the PO from SO feature to add items to an open stocking purchase order. | 2:00 |
| Learn how SO's and PO's are connected | Once you create a PO from an SO the items on the PO and the SO are linked. This video covers how this linkage works. | 2:06 |