How to: Purchase Products for a Sale

From an open sales invoice, you can use the Create Purchase Invoice function to create a purchase invoice for a selected vendor for all lines or selected lines on the sales invoice. You can then process this purchase invoice just like you would if you had created it from a new invoice.

Note: There is no link between the created purchase invoice and the sales invoice that it was created from.

To create a purchase invoice from a sales invoice

1. On the Home page, choose the Ongoing Sales Invoices tile.
2. Open the sales invoice for which you want to purchase products.
3. Select one or more sales invoice lines that you want to use on the purchase invoice. To use all the sales invoice lines, select either all of them or do not select any lines.
4. Choose the Create Purchase Invoice action.
5. Select either All Lines or Selected Lines, and then choose the OK button.

6. In the list of vendors that appears, select the vendor who will deliver the items or services, and then choose the OK button.

   A purchase invoice is created that has one, more, or all the lines on the sales invoice.

7. Proceed to process the purchase invoice, for example, by editing or adding purchase invoice lines. For more information, see How to: Record Purchases.

See Also

Manage Purchasing
How to: Record Purchases
How to: Invoice Sales
How to: Register New Vendors

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