Converting purchase orders to invoices helps streamline the billing process by transforming completed purchase orders into sales invoices, maintaining accurate records and improving workflow efficiency.

Conversion Process
Convert Purchase Order to Invoice:
  1. Open the purchase order you want to convert
  2. Tap the duplicate icon (top right, next to PDF icon)
  3. System will display the newly generated invoice number if successful

Only purchase orders with "Completed" status can be converted to invoices.

How the Conversion Works
Invoice Numbering

When a purchase order is converted:

  • Prefix: Uses the warehouse-configured invoice prefix
  • Warehouse: Invoice is created for the same warehouse as the purchase order
  • Sequence Number: Gets the next available invoice number for that warehouse
Example:
Purchase Order: #PO-5559
Converted Invoice: #W-1029
(Different numbering systems, same warehouse)
Invoice Details

The converted invoice includes:

  • All product information from the purchase order
  • Quantities and pricing details
  • Supplier information
  • Warehouse and shipping details
  • Reference note linking to the original purchase order