How do I order a unit for a customer?

From Catalyst
Revision as of 16:52, 19 May 2021 by Katy Kitchen (talk | contribs) (Created page with "{{PreRelease}} {{Incomplete}} == Summary == This article explains how the system can, at the point of creating a sales order, prompt you to select either a stock unit or unit...")
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

Summary

This article explains how the system can, at the point of creating a sales order, prompt you to select either a stock unit or unit already on purchase order to allocate to the sales order or to create a purchase order for the required unit.

More Information

Please ensure you have configured your system for unit purchase order processing. "Automatic purchase ordering" must be enabled to allow the unit sales order process to interact with your stock and unit purchase orders.