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naomi_h89
Level 1

Purchase order preferred supplier

When I create a purchase order all of the item entries show up even when I have entered each one to have a preferred supplier. 

Is there a way that when I create a purchase order only the entries relevant to that preferred supplier show up?

3 Comments 3
Steven_Product Champion
QuickBooks Team

Purchase order preferred supplier

Hi naomi_h89,

 

You are able to turn on an automation feature of Pre-fill forms with previously entered content,  which would pre-fill a new item attached to a supplier or customer with the previously saved transaction information. This can be done with the below steps: 

 

When signed into your Company file: 

  1. Go to Settings ⚙, then select Account and Settings.
  2. Select Advanced.
  3. In the Automation section, select the pencil icon.
  4. Choose Pre-fill forms with previously entered content to enable auto-recall. If you change your mind you can uncheck the box to disable the auto-recall feature.
  5. Select Save at the bottom of the Automation box, then select Done in the bottom right to record your changes.

 

This will take affect on the next saved item you do for your supplier. For example with an open Purchase Order, make sure you hit the Save option again once you've change the above settings and are happy with the make-up of the transaction. This way when you go to create a new purchase order, and select that individual supplier the system will prompt whether you want the previously saved transaction details, e.g. product/service, rate, pricing.

 

To summarize when turning on auto-recall, there are some changes that you need to know.

  • When you select a supplier's name on a check, QuickBooks Online fills in the entire check using the same information for the last one you entered for that specific supplier.
  • If only one or two things have changed, you can update any of the fields, and save the transaction.
  • The next time you select that customer, supplier, or employee, the new information will auto-fill.

Hope this helps,

 

-Steven

naomi_h89
Level 1

Purchase order preferred supplier

Thanks for the prompt reply Steven,

My auto fill was already on.

And although what you are saying worked its not really what I'm after.

I only specifically want the 5 items i have listed under that preferred supplier to show up in the drop down on the purchase order for the same preferred supplier - i don't really understand the point of the "preferred supplier" option when creating the list if this is not what it does

RCV
QuickBooks Team
QuickBooks Team

Purchase order preferred supplier

We always strive to provide the best experience when using QuickBooks Online (QBO). Let me clear some things with you, nsehnert.

 

I appreciate you for turning on the Automation feature in your account. The Preferred Supplier feature helps you to assign a preferred supplier to specific inventory items to save time when reordering those items.

 

All the item entries will show up when accessing the Product and Services page. However, we can filter it to show the items you want by choosing the Status, TypeCategory, and Stock status.

 

On the other hand, to show the entries relevant to that preferred supplier you set up, just click the Reorder option. From there, a Purchase Order window pops up that contains your supplier and item information. To learn more about this one, check out this article: How to add a preferred supplier and create a purchase order using that preferred supplier. 

 

You can visit The QuickBooks Blog page for any upcoming QuickBooks updates and enhancements.

 

I've got a link here that provides you with articles about managing your suppliers' transactions: https://quickbooks.intuit.com/learn-support/manage-suppliers-and-expenses/misc/02/manage-suppliers-a....

 

Feel free to reply to this thread if you need a hand with applying a purchase order to a supplier transaction or any QBO related. Assistance is just one post away.