Make sure the Quotes tab is selected as shown below.


Select the quote from which you wish to create an invoice. Press the drop down arrow below the Convert button. From the drop down menu, select To Purchase Order.




A new po will be created with the same details as the quote being copied but with a new PO number and the current date.


A form will be displayed allowing the PO details to be edited. The form should look something like the following.




Note: When editing the PO you will need to choose a supplier for the PO.


Edit the PO if desired.


Press Close & Save to save the PO.


See Also