cancel
Showing results for 
Search instead for 
Did you mean: 
boom1397
Level 1

Can I generate Purchase Orders from estimate details without re-typing the PO information needed? If yes, can there be POs for more than one vendor?

 
5 Comments 5
JenoP
Moderator

Can I generate Purchase Orders from estimate details without re-typing the PO information needed? If yes, can there be POs for more than one vendor?

Good day, boom1397.

 

Yes, you can generate a Purchase Order from an Estimate without manually retyping all the details from it. However, we can only tag or associate one vendor per Purchase Order. Here's how you can convert an Estimate into a PO: 

 

  1. Open the estimate that you want to be copied to a PO.
  2. Click the drop-down list beside Create invoice, then select Copy to purchase order.
  3. Enter the name of the Vendor.
  4. In the Item details section, select the same customer used on the purchase order.
  5. Select Save and close.

Please take note that only items marked as purchased from vendors get copied over to purchase orders. Verify that your products or services are marked accordingly. Here's how:

 

  1. Go to the Gear icon, then select Products and Services.
  2. Find the product or service, then select Edit.
  3. In the Purchasing information section, select the I purchase this product/service from a vendor checkbox.
  4. Click Save.

The Community is always here if you need anything else. 

JPS148
Level 3

Can I generate Purchase Orders from estimate details without re-typing the PO information needed? If yes, can there be POs for more than one vendor?

I'm not seeing this option available in the Plus Online version. Am I missing something? I am trying to find out how to generate PO's from orders for noninventory products. All my products are drop ship directly from the vendor so everything we sell is noninventory. If not available with the Online version, will I need to go to the desktop version? If I stay with the online version, how am I able to know when to send a PO for the orders to be filled by the vendor?


@JenoP wrote:

Good day, boom1397.

 

Yes, you can generate a Purchase Order from an Estimate without manually retyping all the details from it. However, we can only tag or associate one vendor per Purchase Order. Here's how you can convert an Estimate into a PO: 

 

  1. Open the estimate that you want to be copied to a PO.
  2. Click the drop-down list beside Create invoice, then select Copy to purchase order.
  3. Enter the name of the Vendor.
  4. In the Item details section, select the same customer used on the purchase order.
  5. Select Save and close.

Please take note that only items marked as purchased from vendors get copied over to purchase orders. Verify that your products or services are marked accordingly. Here's how:

 

  1. Go to the Gear icon, then select Products and Services.
  2. Find the product or service, then select Edit.
  3. In the Purchasing information section, select the I purchase this product/service from a vendor checkbox.
  4. Click Save.

The Community is always here if you need anything else. 


 

BettyJaneB
QuickBooks Team

Can I generate Purchase Orders from estimate details without re-typing the PO information needed? If yes, can there be POs for more than one vendor?

I'd love to help you create a purchase order for non-inventory products in QuickBooks Online, @JPS148.

 

To process a purchase order in QuickBooks Online, you'll need to enable the said option. This way, you can create a PO from an estimate or even generate a bill from it.

 

Here's how to turn it on:

  1. Click on the Gear icon at the top.
  2. Press on Accounts and Settings
  3. Refer to the Expenses tab.
  4. Tick the pencil icon beside in the Purchase orders section and turn it on.
  5. Hit on Save
  6. Select Done at the bottom.

Once done, you can now start creating PO's in the system. You can also generate a PO using the data from the estimate or create a bill for a PO.

 

Please see the screenshots attached for your reference: 

 

To learn more on how PO works in the system, you can utilize this link: Create and send purchase orders in QuickBooks Online.

 

Let me know if you have any other questions. I'm always ready to help. Stay safe!

JPS148
Level 3

Can I generate Purchase Orders from estimate details without re-typing the PO information needed? If yes, can there be POs for more than one vendor?

Say there are two or more products on an estimate that have different vendors. Can that estimate be used for different vendor purchase orders?

MarsStephanieL
QuickBooks Team

Can I generate Purchase Orders from estimate details without re-typing the PO information needed? If yes, can there be POs for more than one vendor?

Hi there. @JPS148.

 

Allow  me to share some details about the estimates and the purchase orders.

 

Adding multiple vendors in one purchase order is unavailable in QuickBooks Online. You may need to create a separate estimate to link it to a purchase order. This is because one purchase order is only for one vendor.

 

Then, you can combine those estimates into one invoice to get the exact items you've negotiated with your customers. I'll show you how to do that.

 

  1. Create estimates with the same customer.
  2. Click the + New button and select Invoice.
  3. Enter the customer's name and click the Add button on the estimate transactions that you want to include.
  4. Verify the details and click Save and close or Save and send. This is how it looks like:

Invoice add multiple estimates.jpg

 

I've added this article in case you want to beautify your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

You're always welcome to comment below if you have other questions. I'd be happy to answer them for you. Take care.

Need to get in touch?

Contact us