How to Create Purchase Orders for Shortage Stock from Sales Orders in Zoho Books

[Zoho Books] Create Purchase Order for Unavailable Quantity of Stock Item from Sales Order

There will be a time where you receive purchase order from your customer that the quantity is beyond your available stock on hand. In zoho books you can convert your sales order to purchase order to place order to your vendor for your shortage stock. Lets delve in on how you can achieve this.

You received order quantity from your customer that is beyond your available stock on hand quantity upon creating sales order:




You can convert your confirmed sales order to purchase order under 2 options available:

1. Backordering
2. Convert to Purchase Order

Backordering

By selecting this option you are placing order for the shortage quantity item from your vendor:





This will result in achieving the quantity order from your customer and the new quantity available only sufficient for this customer.




Upon initiating backorder you will be directed to purchase order module and subsequently you can perform purchase order to your vendor:




You are required to convert to bill to increase accounting stock and create receives to increase physical stock from issued purchase order.





You will be directed to bill module and are require to complete the transaction:




You would be able to view your new accounting stock from approved and open bill:




New accounting stock would be able to view under purchase order module:




Subsequently you are required to create receive from purchase order to increase physical stock:




You will be directed to receive module and are required to complete the transaction:




New physical stock would be able to view under purchase order module:


Convert To Purchase Order

Under this option you can instantly convert your sales order to purchase order. 




The order quantity will be based from the sales order quantity:



    • Related Articles

    • [Zoho Books] What is Reporting Tag? How to Use it?

      The objective of reporting tag is to have sales by item or purchase by item report report based on reporting tag you have created. The reporting tag can be customized according to your requirement. The reporting tag could be created for / based on: ...

    • [Zoho Inventory] How to Create Item Group

      Why create Item Group? Creating item with multiple variants or stock keeping unit (SKU) may result to time consuming, hassle and prone to error. That's not the case with Item Group module in Zoho Inventory which allows you to conveniently create item ...

    • [Zoho Books] What is Price List? and How to Use it?

      In Zoho Books you can specify a set of price for our sales and purchase activity. Under price list module you can have a set of price for the below activity:- 1. Price for marketing and promotion 2. Price for certain or specific customer 3. Price for ...

    • [Zoho Books] What is Sales Order and how to use it?

      As a business owner, accountants, and procurement department, must be familiar with the client Purchase Order (PO). But during the daily work, keeping track of each POs is a very tiring and tedious job, especially for the procurement department. ...

    • [Zoho Books] What is Batch Tracking? and How to Use it?

      Batch tracking allows you to keep track of your goods in batches to monitor batch number, manufacturing date and expiry date. This function would enable you to keep track of your goods in which batch it belongs in the event of goods damages or ...