Turning a quote into a purchase order
A purchase order (PO) is a document that can be used in a couple of ways during the purchase process. Simply put, a PO is a buyer's request to a seller (supplier) to order goods. Instead of manually adding different information to Scoro, you can save valuable time and use automation whenever possible.
Turn a quote, confirmed by your customer, into a purchase order for a supplier with just a couple of clicks. Keep track of exactly what you’ve already ordered, and how much each product costs, how many units you’re still waiting to receive, and how many more you need to purchase. Read more on how to add and modify a quote.
In the quote detailed view, click on the button Use data on quote to …
… and select the option Create purchase order.
You’re taken to the purchase order modify view where the relevant data is already filled in for you. You can add or change any of the details.