JobBOSS | Ideas

Be able to create a PO from a sales order/job

We have numerous instances where a sales order is created that needs to be drop shipped from the vendor, yet the task of creating a sales order and then having to create a purchase order in a separate screen is both a waste of time and a nuisance when there is the capability to create a Job for the sales order in the supply tab. Along with this, you cannot link a PO to a sales order without having to manually create a PO and then linking it BACK to the sales order. This should be created as a fluid and intuitive process. One screen in Sales can lead into either Jobs or Purchasing. One screen in Jobs can lead into Sales or Purchasing. And one screen in Purchasing can lead into Jobs and Sales. 

  • Nick Lindsay
  • Jun 15 2017
  • Future Consideration
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