Linked Orders overview
Linked Sales and Purchase Orders allows you to establish relationships between Sales and Purchases.
This is especially useful when dealing with a lot of related orders (i.e. a ‘project’ of work) or when a Sales Order is dependent on certain Purchase Orders being received first before it can progress within the business.
Locating this section in app:
Sales>Sales Orders> select any Sales Order >Linked Orders(in left side navigation bar) orCustomer> select any Customer > select any Sales Order >Linked Orders(in left side navigation bar) orGlobal Search to locate an Order >
Linked Orders(in left side navigation bar)
Linked Order page features
Sales Order # and Customer name
Every page has the Sales Order # and Customer name at the top of the page.
Action buttons
Each Sales Order will also have Action buttons; these will differ depending on the stage the Order is at.
Sales Order action buttons explained.
🗒️ Note: the Close button will close the Order and save changes made, but not push the Quote or Sales Order through to your accounting package.
Search
Search by Order #, Supplier and Customer name.
Filters
Order Type
Order Type
Organise Orders for either Sales or Purchases.
Select 2 Order Type, or select Sales to view Sales Orders exclusively, or select Purchase to view Purchase Orders exclusively.
Statuses
Statuses
Select from Status (the six (6) default Sales Order statuses are listed below):
Archived
Draft
Quote
Submitted
Delivered
Picked Up
Select from Status (the six (6) default Purchase Order statuses are listed below):
Archived
Draft
Submitted
Partially Received
Received
🗒️ Note: selecting All will display every single order.
Sort
Sort columns in either ascending or descending Order.
View
Set the maximum number of results displayed on a page using the dropdown in the bottom right corner, and if required, use the arrows to navigate between pages.
🗒️ Note: maximum number of results that can be displayed per page is 35 results.
Linking and Unlinking Orders
Link Orders
Link Orders
Select
Link Orders.Use the checkbox align to the Order/s to select.
Link Orders.
Unlink Orders
Unlink Orders
Use checkbox to select Order/s you want to unlink.
Select Unlink icon.
🗒️ Notes:
If Purchase Products is selected from a Submitted Sales Order (Submitted Sales Order > Options > Purchase Products), the newly created Purchase Order will be automatically linked to the Sales Order, and the Sales Order automatically linked to the Purchase Order
Linked Orders are visible in Workflow, Planner and in Delivery Scheduling.