How to Merge Purchase Orders

Merging purchase orders can help streamline your procurement process, especially when dealing with a single supplier. Follow the steps below to merge purchase orders in your system.

Prerequisites

Before you begin, make sure you have two or more purchase orders from the same supplier. Merging is only possible when the supplier is the same across all selected orders.

Steps to Merge Purchase Orders

1. Navigate to Purchase Orders
   Go to the Purchasing section and select Purchase Orders.

2. Filter by Supplier
   From the list view, you won’t see the option to merge purchase orders right away.
   To enable it:

   • Use the Supplier filter.

   • Select the supplier you want to merge purchase orders for (e.g., Bucket Supplier).

   • Click Search to apply the filter.

3. Select Purchase Orders to Merge
   Once filtered, tick the checkboxes next to the purchase orders you wish to merge. You can select multiple purchase orders from the same supplier.

4. Click Merge Purchase Orders

   • After selecting the relevant orders, click the Merge Purchase Orders button.

   • A confirmation message will appear. Click Yes to proceed.

5. Merge Complete
   Your selected purchase orders will now be merged into a single order.