Attach and Detach Order Items to Purchase Orders

How to Attach or Detach Items to Purchase Orders

To know how to attach or detach items to purchase orders in AltheaSuite, follow the steps below:

Log in to your AltheaSuite account.

When an order is not Invoiced, has a short quantity and includes a warranty attached to an item.

Enter the order number and check the “Show Item List” box. Both the item and its associated warranty will appear in the grid.

A red color in the “order item deliverable column” indicates that the particular item is short in quantity. 

When an item is short, you need to create a Back Order PO or attach the order to an existing PO.

To do this, click on the context menu (three dots) of the short quantity item and select the option “Attach Customer Order”.

Once you select the “Attach Customer Order” option, a window will appear displaying open POs for the same model number.

Select the PO you want to attach the customer order to, then click “OK”.

Navigate to Purchases > Purchase Orders,. Use the search bar to find the specific PO and select “Show item list”. You will see the attached customer’s name and order number to the PO.

If you want to detach the customer order from a particular PO, go to Purchases > Purchase Orders, select the PO and choose “Detach Customer Order” from the context menu.

You can verify that the customer’s name is no longer associated with the PO.

Attach Customer Order Directly from PO

Simply, navigate to Purchases > Purchase Orders, then select the PO you want to attach the customer order to.

From the Context menu of the PO, you may select “Attach Customer Order”. The selected Customer order will then be attached to the PO.