Overview
Linked Orders establishes a relationship between sales orders and purchase orders that belong together. This is useful for managing a project that spans multiple orders, or when a sales order depends on certain purchase orders arriving before it can progress.
📍 Location in the app
Sales>Sales Orders> select a sales order >Linked OrderstabSales>Customers> select a customer > select a sales order >Linked OrderstabGlobal Search > locate an order >
Linked Orderstab
Key features
Sales order # and customer name
The sales order number and customer name appear at the top of every Linked Orders page.
Action buttons
Each sales order shows action buttons that vary depending on the order's current status. See Sales Order Statuses and Action Buttons for the full reference.
📝Note
The
Closebutton closes the order and saves any changes, but does not push the quote or sales order through to the connected accounting package.
Search
Search by order #, supplier, or customer name.
Filters
Order Type
Filter by order type to view all orders, only sales orders, or only purchase orders.
Statuses
Filter by status. Default sales order statuses:
Archived
Draft
Quote
Submitted
Delivered
Picked Up
Default purchase order statuses:
Archived
Draft
Submitted
Partially Received
Received
📝Note
Selecting All displays every order, regardless of status.
Sort
Sort columns in ascending or descending order.
View
Set the maximum number of results displayed per page using the dropdown in the bottom-right corner. Use the arrows to navigate between pages.
📝Note
The maximum number of results per page is 35.
Link orders
Select
Link Orders.Tick the checkbox next to each order to link.
Click
Link Ordersto confirm.
Unlink orders
Tick the checkbox next to each order to unlink.
Click the Unlink icon.
📝 Notes
When Purchase Products is used from a submitted sales order (
Options>Purchase Products), the newly created purchase order is automatically linked to the sales order, and vice versa.Linked orders are visible in Workflow, Planner, and Delivery Scheduling.