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Linking Purchase & Sales Orders

Overview

When purchasing fruit, juice or other product for use or sale in your business, you can link the relevant purchase order with the associated Harvest or Bulk Receival that brings the product into your production process.  This way the costs associated with the purchase will flow through into the production process as well as to the Current Asset Ledger (if using Xero or some other accountancy package).

Similarly, when selling work in progress in a bulk despatch, you can link the relevant sales order to the associated ‘Bulk Despatch’ operation.  This enables product leaving the production process to flow through a sales order into your revenue accounts.

Note:  This is only relevant for subscriptions that have costing features.

In this document:

 

Linking Purchase Order to Harvest or Receival.

When purchasing fruit or juice for use (or resale) in your business, you can create a purchase order for the transaction, as well as a “Harvest” (for fruit) or a “Bulk Receival”  (for juice) to record the fruit or juice coming into your business (and Vinsight).

To link the Harvest Entry to the associated Purchase Order simply click the cog located under “Purchase Order” on the Harvest Entry itself.  This will bring up the option to either, create a linked purchase order, or attach to an existing one.

HarvestEntryPurchaseOrderCog

Clicking ‘Attach To Existing’ will bring up the Purchase Order list.  Simply select the purchase order that relates to the Harvest Entry in question and click “Allocate to Selected Purchase Order.

AllocatePurchaseOrderToHarvestEntry

This will link the two entries.  When back on the Harvest Entry list, you will be able to quickly identify entries with purchase orders linked to them by clicking on the “With Purchase Order” tab.

WithPurchaseOrderTab

 

Attaching a Purchase Order to a Bulk Receival works exactly the same way.  Simply select the cog located under “Purchase Order” on the Bulk Receival and follow the steps above.

BulkReceivalPurchaseOrderCog

 

Linking Sales Order to Bulk Despatch.

To link Bulk Despatches of product to the relevant Sales Order, click the cog located beneath “Sales Order” in the Details area of the Bulk Despatch and either create the order or attach to an existing order, by selecting the relevant order from the list that pops up after selecting “Attach To Existing.”

BulkDespatchSalesOrderLink

As with the Purchase Orders above, once you have selected an order you will need to click “Allocate to Selected Sales Order” to complete the link.

AllocateDespatchToSalesOrder