Do you work multi-company and want to purchase from company B for a sales order from company A?

MJA Updated by MJA

Route company A:

  1. Ensure that company B exists as a creditor within company A
  2. Ensure that company B is linked to the products as (1 of the) product supplier(s)
  3. Create a sales order for company A
  4. Link the relevant products to the sales order
  5. Duplicate the sales order to a purchase order. If there are multiple product suppliers, link company B as a creditor in the lines
  6. Then continue the process as desired

Route company B:

  1. The purchase order from company A is a sales order for company B
  2. Ensure that company A exists as a debtor within company B
  3. Duplicate the sales order from company A to a new sales order and delink the creditor, contact, etc. Leave the products as they are
  4. Then change the color of the company and link company A as a debtor
  5. Continue the process of company B as desired. The products from the sales order from company may also need to be purchased somewhere. The products may be issued from stock.

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When is a product allocated > what is allocation?

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