How to Merge Purchase Orders

Merging purchase orders can help streamline your procurement process by consolidating related orders into a single document.

Here's a step-by-step guide on how to merge purchase orders. You can also merge Invoices, Estimates & Proposals. 

1. Open a Purchase Order 

2. Click on the Actions menu and choose the option that says Merge Purchase Orders.

Please note that this feature is only available for purchase orders that are in the draft stage and from the same supplier and project.

3. You will see a list of draft purchase orders associated with the same supplier and project. Select the purchase orders you want to merge by checking the corresponding checkboxes beside each PO.

4. Click on Merge to proceed.
- The selected purchase orders, including the attachments, will be combined into a single PO. 
- The selected purchase orders will be deleted.

By following these steps, you can efficiently merge purchase orders, reducing clutter and simplifying your procurement workflow.

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