Can you help with entering 'customers purchase orders'?

[EdwardR]

Thanks for posting on the Community clair2.

Can I please clarify what you are trying to record, do you mean Purchase Orders for Suppliers?

Thanks,

[Rustler]

@clair2 

If the customer is ordering products you sell , use an estimate.  If you want you can customize an estimate using a custom field where you can type in the customer PO number

If it is a blanket PO for x-amount, use an estimate and a service item, but enter the amount as the qty and the rate as $1.  That will allow you to use part of the $ amount per invoice

[vpcontroller]

Customer's Purchase Order feature is also commonly known as 'Sales Order' for your company which QuickBooks Online (QBO) does not have yet. They have 'Estimate' feature (which is a different feature) is available in QBO. With Estimate form, you can create Progress Invoicing (help to create multiple partial invoices from a single estimate) and also be able to convert Estimate to Vendor Purchase Order if needed.

For more information related to Progress Invoicing, check out this article: https://quickbooks.intuit.com/community/Inventory-and-projects/Set-up-and-send-progress-invoices-in-...

[Rustler]

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@vpcontroller wrote:

Customer's Purchase Order feature is also commonly known as 'Sales Order' for your company which QuickBooks Online (QBO) does not have yet. They have 'Estimate' feature (which is a different feature) is available in QBO. With Estimate form, you can create Progress Invoicing (help to create multiple partial invoices from a single estimate) and also be able to convert Estimate to Vendor Purchase Order if needed.

For more information related to Progress Invoicing, check out this article: https://quickbooks.intuit.com/community/Inventory-and-projects/Set-up-and-send-progress-invoices-in-...

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One of my businesses deals with customer purchase orders routinely.  In QB a sales order is just a record of an order being placed.  A customer PO on the other hand is an authorization to purchase and warrants that the funds have been reserved.   Get a customer PO and do not enter the customer PO number on your invoice and it gets sent back or trashed, depending on how the A/P clerk receiving it feels at the time.

[clair2]

I want to enter the purchase orders from our customers - I believe the only way is to record them in estimate?

[clair2]

I agree, all purchase order number must be quoted on the invoices otherwise payment will be rejected.

I need to enter all our customer purchase orders on QBO, I believe the only way is to enter them in estimate?

[TaliaI · Accepted solution]

Hello clair2,

Yes, the best workaround would be to enter as an estimate.

Thanks,

Talia