Previously, you could create a purchase order for a client order (ticket/job) only in Inventory > Client backorders and only if two conditions were met:
The product was added to the client order without being deducted from stock.
The order status allowed adding non-deducted items to the Client backorders list.
Now it’s much easier — create purchase orders directly from the client order.
How it works
A new permission has been added in Settings > Employees > Roles — Can create purchase orders in the “Workflows” section.
If this permission is enabled, you can open a client order on the Services and products tab, open the Actions menu, and click Create purchase order.
In the new purchase order dialog, you’ll immediately see all non-deducted items from the client order that haven’t yet been included in any purchase order.
How items are added
The system automatically adds only the items that still need to be ordered:
If no purchase orders have been created yet, all non-deducted products are added.
If some items have already been ordered, only the remaining ones are added.
If all products have already been ordered, you won’t be able to create a new purchase order.
You can always edit the list before saving — remove or adjust items as needed. This way, for example, you can create multiple purchase orders for different suppliers from a single client order.
What this gives you
With this update, you can:
create purchase orders faster
work without switching between sections
avoid ordering unnecessary items
plan purchases more accurately based on real client needs
If you have any questions or feedback about this update, please contact our Support team via chat.