Is there any way we can auto generate purchase order what's in the material section in estimate? Currently, I am having to manually copy and paste all materials listed in estimate in order to create purchase order and it is time consuming. Thanks

[harut]

Will do Thank you!

[wch_alex]

Hi,

I believe once you have inventory tracking in order you can "Auto replenish" once that is done but until then I think it is all done manually.

If you do not have inventory tracking enabled you will more than likely have to contact your CSM and ask them about the steps of setting this up.

Let me know if this helps!