How do you turn a purchase order into a sale?

Modified on Thu, 3 Apr at 2:06 PM

1. Complete delivery

When the order form is in "Ready for delivery" status, the "Convert to sale" button lights up so that you can sell the part to the customer: 

 

We therefore return to the counter sales stage with a part in stock ( How to create a sale (with a part in stock) ? ). 

All the information on the order form is transferred to the sale.

If a deposit has been paid on the purchase order, the deposit will be indicated as a payment method on the sale.

The purchase order will then change its status to « Validated ».


2. Partial delivery

On a purchase order where several items are present but not all are available, it is possible to make a partial delivery of the available items.

Only those items that are allocated on the purchase order will then be converted into a sale.

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