Syrinx^® - Link PO To Sales Advice Note

Overview: This guide is designed to help you link a Purchase Order to a Sales Advice Note.

When generating a new Sale and there is less stock available than what is required, a Purchase Order can be generated against the Sale/Advice Note. This will link the purchase to the sale stock on the Advice Note.

Create the Sale/Advice Note by selecting the required Stock.

Select the Order(s) tab and tick the Raise Order? box for the item/s the Purchase Order will be raised for and click on Raise Order.

Select the relevant Supplier and click Raise Order. Raise the Purchase Order as normal and confirm it.

 Once the PO has been confirmed, the detail in the Order(s) tab will update. 

Please note that a Sale/Advice Note will not be able to be confirmed until the Purchase Order has been receipted in, in the Purchasing tab.

If the customer requires the available stock immediately and the stock on order to be delivered once it arrives, there is an option to split the Sale/Advice Note.

This will create a new Sale/Advice Note for the stock which is on order.

Alternatively, the entire Sale/Advice Note can sit in Unconfirmed until all items are available for sale.

Once the items on the Purchase Order arrive and are available, they will need to be receipted in through the Purchasing tab. When the PO is selected a window will pop up as a reminder that there is a Sale/Advice Note for the items.

 Complete the Purchase Receipt process as normal and select Yes when asked Do you want to open the advice note that the order was raised for? 

The Sale/Advice Note will now be able to be confirmed.