Forum Discussion

bbbb123's avatar
3 years ago

Is there a way to link a customer in purchase orders in AccountRight Plus?

HI,

Are there fields that you can add or insert to the purchase order, perhaps a customer id & customer order number?

 

We buy multiple parts from a supplier then sell to a customer.  Some are delivered direct to the customer and some are delivered to us for further assembly.  Sometimes delivery on items can take up to 8 - 12 months to be received. 

 

These items can be missed unless we export a time consuming report based on description of items on both sales & purchases.

(None of these items are stored in inventory)

 

Just wondering if anybody is in the same scenario??

 

Thank you.

3 Replies

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  • SamaraM's avatar
    SamaraM
    Former Staff
    3 years ago

    Hi bbbb123 

     

    Welcome to the Community Forum. You could use the Customer PO No. field for Sales and the Supplier Inv. No. for Purchases to add those details. 

     

    As for the assembling, there is the Auto-Build function that might suit you for keeping track of what items are part of which completed product?

     

    See our Help Article: Auto-Building items for more information on that topic.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

  • Hi SamaraM,

    The only problem is I need those fields for the sales invoice for the actual customer's purchase order number & the field for the supplier's invoice.  What I need is an extra field that has a down arrow key to select a supplier in the sales invoice and a field that has a down arrow key to select a customer to select in the supplier's bill.  This field should only be used for internal use so that the customer and supplier cannot see the details. I have attached a pdf for reference.

    As far as the rebuild we do not use inventory so a rebuild is redundant.

    Thank you for your response.

     

    Kind Regards,

    Bev

  • SamaraM's avatar
    SamaraM
    Former Staff
    3 years ago

    Hi bbbb123 

     

    The software doesn't currently have that ability, but I recommend posting your suggestion on the AccountRight Ideas Exchange.

     

    The AccountRight Ideas Exchange is the best place to suggest a feature that you would like considered for a future update where you can give and vote for suggested features that go directly to our developers. 

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.