Create A Remote Sales Order from a Purchase Order

Repetitive data entry is no fun. If you're running sister companies on FlexiBake where one company supplies the other, FlexiBake can eliminate some dual entry by taking a purchase order in the purchasing system and using that to create a matching sales order in the supplying system!

To create a remote sales order:

1. Create the Purchase Order as usual
2. Make sure to review the PO thoroughly before proceeding. The PO will not be able to be edited once it has been transmitted and a remote Sales Order created.
3. Click on the Create Remote SO button

    

   If your system is set up to require that Purchase Orders undergo the Approval process, the Create Remote SO button will not be able to be clicked until the PO has been approved. This is to prevent unapproved or denied POs from being transmitted and prevented from editing. You can learn more about Approvals here
4. A pop-up will appear to indicate the creation was successful and the Sales Order number of the resulting sales order
5. The sales order number will also be displayed in the Purchase Order and in the Maintain Purchase Orders grid

Once a purchase order has been transmitted and the remote sales order successfully created, the purchase order will be locked against further changes but will be able to be received as usual. To learn more about receiving a purchase order, please check out Receive a Purchase Order and Receive a Purchase Order Using the Detailed Receiving Process.