How to create a Purchase Order from missing stock items in a Sales Order?

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • serefkoca
    Junior Member
    • Dec 2015
    • 19

    #1

    How to create a Purchase Order from missing stock items in a Sales Order?






    Hello everyone,




    I am using EspoCRM with the Sales Pack. I have the following workflow:
    1. I create a Quote.
    2. Once approved, I convert it into a Sales Order.
    3. From the Sales Order, I can deliver items even if I don’t have them in stock.




    Here’s the issue:

    If the Sales Order contains items that are not available in stock, I would like to automatically or manually generate a Purchase Order to procure these missing items from my vendors.




    I checked the documentation here: Sales Orders — EspoCRM Documentation but I couldn’t find any mention of this feature.




    My questions are:
    • Is there a built-in way in EspoCRM (Sales Pack or another extension) to convert missing items in a Sales Order into a Purchase Order?
    • If not, what is the recommended approach? Should I implement this via BPM/Workflow (Advanced Pack), or would a custom hook/service be required?
    • Has anyone already built such a process or workaround?




    Any guidance would be highly appreciated.




Working...