cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Purchase Order (PO) line item for multiple Customers

We routinely order items from Vendors that will be needed on various projects (multiple different Customers). Is there a method to create a single Purchase Order line item but split the quantity between jobs without this appearing on the printed PO?

 

I know with Invoices we use Groups to accomplish something similar, but I don't see how to do so with Purchase Orders. Any help is appreciated.

 

 

4 Comments
Highlighted
QuickBooks Team

Purchase Order (PO) line item for multiple Customers

Hello, @jdriver.

 

Upon reading your concern, you can use the custom field. 1 PO and1 item split into quantity needed per project/job.

 

Let me share this article as a guide on how to create and use custom fields in QuickBooks Desktop: Create and use custom fields in QuickBooks Desktop.

 

You may also want to learn how to use the Purchase Order Fulfillment worksheet: Use the Purchase Order Fulfillment worksheet.

 

Ill be glad to help you further, Feel free to post you additional questions.

 

Highlighted
Level 1

Purchase Order (PO) line item for multiple Customers

 
Highlighted
Level 1

Purchase Order (PO) line item for multiple Customers

I appreciate your reply; however, I am already aware of the 2 things you mentioned. You did not explain how either of them would help accomplish my goal of splitting a single line item on a PO to multiple customer:jobs. Here is an example for clarity.

 

PO 12345

Vendor: ACME

 

Quantity     Unit Price     Total Price

     5                   8.00             $40.00

 

I am trying to assign 2 of those items for Customer #1 and the remaining 3 items to Customer #2. However, I do not want this to be shown on the printed PO given to the vendor. They get confused when there are multiple lines and quantities for the exact same item.

 

If I misunderstood your post, please explain.

Highlighted
Moderator

Purchase Order (PO) line item for multiple Customers

I appreciate you for getting back to us here in the Community, @jdriver.

 

Let me share some clarification about creating purchase orders.

 

Currently, an option or ability to split a single line item to multiple customers is unavailable. For now, the only workaround available is to enter the same item on separate lines.

 

Also, I suggest you try customizing the purchase order's template to review the information you want to share with the vendors. In this section, you have the option to hide specific fields or columns on a printed transaction.

 

Here's how:

 

  1. Open a purchase order.
  2. Go to the Formatting tab.
  3. Click the Customize Data Layout option.
  4. Go to each tab and put a checkmark on the items you want to show on the printout. 1.JPG

I appreciate your input on this feature. Please know that we always update the features in QuickBooks Online, and this preference might be added in the future.

 

As we assess this, I suggest you visit the New Features section to stay updated with all the changes that are being made. 2.JPG

 

For additional information, I've attached an article about customizing form templates: Use and customize form templates.

 

Drop me a comment below if you have any other questions. I'll be more than happy to help. Wishing you a good one.

Need to get in touch?

Contact us