Monday, June 15, 2009

Grouping Sales Orders into One Purchase Order

We thought about beginning to use Sales Orders to track items that customers have purchased but we need to order for them.

We were hoping that after taking several sales orders, you would be able to search for them by vendor, group them up, and create one purchase order. It only makes sense, since if I have 3 or 4 outstanding sales orders from the same vendor, I'm only logically going to submit one purchase order to them.

I was really disappointed to find out that QB does not have an easy way to do this. You can create a report and see exactly how many sales orders you have open and group them by Vendor, but you can't multi-select them and create one purchase from 5 sales orders, for example.

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