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Level 1

Can I create a Purchase order based off the sales I did in that same period? (We buy from one supplier, and have the right stock holding currently, so this would be good)

 
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QuickBooks Team

Can I create a Purchase order based off the sales I did in that same period? (We buy from one supplier, and have the right stock holding currently, so this would be good)

Hi there, n-finan.

 

Yes, you can create a Purchase order based on the sales you did in that same period. You'll have two options on how to perform this. You can copy the PO with the same period in the Expenses page and use the Reorder feature in QuickBooks Online. Please make sure to review or enter the same information before saving.

 

From the Expenses page, here's how:

 

  1. Click the Expenses menu on the left panel.
  2. Choose the Expenses section and locate the PO.
  3. Click the drop-down arrow under the Action column. Then, choose Copy.
  4. You'll be routed on the Purchase Order page and review all the details entered.
  5. Hit Save.

 

 

 

 

 

From the Products and Services page to use the Reorder feature, follow these steps:

 

  1. Go to the Sales menu at the left panel. Then, choose Products and Services section.
  2. Select Low Stock or Out of stock. If you need to reorder both low stock and out of stock products from the same vendor, don’t use any of the filters at the top.
  3. Click the product you want to reorder. Then, go to the Batch actions button and choose Reorder. This creates a purchase order for a single vendor.
  4. Complete all the details of the purchase order, or add other items you need to reorder from the vendor.
  5. Hit Save and send.

 

 

 

For additional information, you can click this article: Reorder inventory or supplies from vendors.

 

Please refer to this article on how you can run a report to reflects all payments made to vendors: Run a report with vendor totals.

 

Please let me know if there's anything else I can do for you! Wishing you the best of luck to you and your company. Have a great day.

Level 1

Can I create a Purchase order based off the sales I did in that same period? (We buy from one supplier, and have the right stock holding currently, so this would be good)

Thanks for the reply, 

 

But my sales change each day, so my idea was to run a sales report for that week, (2 weeks or month) and find a way to change that report to a purchase order....?

Regards

n-finan

QuickBooks Team

Can I create a Purchase order based off the sales I did in that same period? (We buy from one supplier, and have the right stock holding currently, so this would be good)

It's our pleasure to help, @n-finan.

 

You can definitely run reports to see your sales to know what your customers wants. 

 

You can have the Sales by Product/Service Summary and Sales by Product/Service Detail report to see the total sales and sale transactions by item/product or service.

 

I also suggest generating either Inventory Valuation Summary, Inventory Valuation Detail, or Physical Inventory Worksheet to check what’s on hand and send a purchase order to your vendors, so you always have what your customers want. 

 

Check this article for more information: Use reports to see your sales and inventory status. Also, here's more information on how to run purchase order reports.

 

Let me know if there's anything that you need more help with your sales report and creating a purchase order. I'm always glad to help in any way I can. 

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