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Some of the products we sell are custom orders. When this happens we need to send purchase order to the manufacturer for the custom order. I need to be able to easily find the relationship between the sales order and the purchase order for tracking purposes.
Does anyone have a recommendation on how to accomplish this? At the moment I use the memo field of the purchase order, but this method is not efficient. Any recommendations?
Thanks
Solved! Go to Solution.
Hello there, Jenny-TMX.
Yes, advance reporting can help you find your purchase order quickly.
QuickBooks Advanced Reporting is a feature that lets you create customized reports. You can use your QuickBooks data to build your own report based on your specific needs. This lets you see how you’re doing with your business.
Check on this article to learn more about QuickBooks Advanced Reporting (QBAR) FAQ.
I also added this article on how install and use QuickBooks Advanced Reporting.
If you have any other questions or need further help with this topic, feel free to comment. Have a nice day.
Hello there, Jenny-TMX.
I'll be glad to share what I know about purchase and sale orders.
To help you keep track of the items you promised to customers, you can create a sales order and create a purchase order within the sales transaction.
Here are the steps to turn on Sales Order:
Once the sales order is turned on, you can create a purchase order for all items or selected items.
See this reference to get started with sales orders.
Don't hesitate to comment if you need help creating your transactions. Have a nice day!
Hi Abegail,
Thanks, I understand how to create the purchase order from within the sales order.
Is there a way to get a report that lists the sales orders and the associated purchase order? I need to be able to look at the open sales orders and quickly find if a purchase order was placed. I also need to know if the purchase order was shipped or confirmed by the supplier.
Thanks
Greetings, @Jenny-TMX.
You can run and customize the Transaction Details report. I can guide you on how to do it.
This report will show the PO's received or billed. To view open PO's, you can use the Open Purchase Orders by Job. Follow the steps below:
Also, I've added these articles to help maximize the built-in reports in QuickBooks and how to customize them:
Let me know if you have other questions or clarifications about QuickBooks or this topic. I'll be right here to help you whenever you need it. Have a lovely day!
Hi,
Thanks for the reply. But the reports you describe do not address my question.
Maybe the solution is in Advanced Reporting.
Hello there, Jenny-TMX.
Yes, advance reporting can help you find your purchase order quickly.
QuickBooks Advanced Reporting is a feature that lets you create customized reports. You can use your QuickBooks data to build your own report based on your specific needs. This lets you see how you’re doing with your business.
Check on this article to learn more about QuickBooks Advanced Reporting (QBAR) FAQ.
I also added this article on how install and use QuickBooks Advanced Reporting.
If you have any other questions or need further help with this topic, feel free to comment. Have a nice day.