How to Create a Purchase Order (PO)?

POs can only be created once a quotation has been accepted or won. 

1. If accepted, the system will show the Next Steps section below the quote.

2. the The user clicks on “Purchase order” button.

3. The system redirects to the PO form that is pre-populated with the data from the accepted quote.

4. The user reviews and completes the form.

5. The user clicks on “Create PO” button.

6. System:

   1. automatically creates a Sales Order (SO) for the Supplier, where the SO will have a status of Pending that a Supplier must Request; and

   2. sends email notification to the Supplier that PO has been created and to accept the SO.