Using Auto Generate to Convert a Purchase Order to a Quote

Using Auto Generate to Convert a Purchase Order to a Quote

Info

Overview:

In IQ/ERP Go, the “Auto Generate” feature allows you to duplicate invoices quickly, quotes, or purchase orders, helping to save time.

In the Purchase Order module, you can copy to:

  • Quote

  • Sales Order

  • Purchase Order

  • Job (Job Cards)

  • SRO (Supplier Return Orders)

The same functionality applies to the Sales Order and Job Card modules.

The Quotes module also supports this feature, with the exception that it does not allow copying to SRO.

Steps:

In this example, we will convert a Purchase Order to a Quote.

Navigate to Processing --> Purchase Orders or Stock --> Processing --> Purchase Orders



Select the Purchase Orders module.
Click on the Auto Generate button. 
Click on the Quote button. 



Under the “Generate a Quote For” section:

By default, the system will select the first Debtor on the quote.
You can change the debtor by clicking on the combo box next to the Account Number label.

To proceed, click on the Generate Document button.
The system will then generate the quote for you.


The dialog will appear like below, click on the Yes button to open the Quote. 


The Quote will be generated like the example below. 

Warning
Make sure to confirm that the selling prices are correct before invoicing the quote.


If you have enabled “Show Auto Generated Links” in IQ/ERP Go, the system will display these on the right-hand side under the Related Documents – Auto Generated section.

This serves as a unique system identifier indicating which document was generated from the original document.


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