How to create a purchase order based on a sales order

Select "Sales" in the top bar
Click "Order" in the menu
Click on the order (#) from which you wish to create a purchase
In the top right corner, you'll find "Actions."
Click here to get the option "Create Purchase Order."
A box will pop up with the items listed on the order, where you can specify the number of products to order.
- Extra quantity %: Specify this if extra quantities need to be ordered for production or similar purposes.
- Dropshipping: Select this to use the customer’s address as the delivery address on the purchase order.
- Use order line texts: If you have edited the order line text (name), you can carry the defined text over to the purchase order.
- Include BOMs: If the order contains BOMs, you can order the underlying products/components for the purchase order.
  Note that you cannot order the BOM itself—only the underlying products.
- Include text lines: Select this to add text lines to the purchase order.
Click on "Create draft purchases"
You can find the draft under "Purchases" in the "Purchasing" tab
To complete the purchase order, you must first open it by clicking on the current order number in the overview.
Click "Send to Supplier" at the top right corner - you will then have the option to choose whether you want to send the purchase order to the supplier by email.
Click "Send" to finalize the purchase order.

If you'd like to learn more about other ways to create purchase orders, you can read our articles:

In Rackbeat, you can create a purchase order in several ways. The method that suits you best depends on your workflows. Below, we guide you through how to create a purchase order via a sales order.