A new feature lets you copy invoice items directly into a purchase order with one click. Most PO fields auto-fill, and all items transfer at their invoice quantities. Changes to either document afterward don't sync.
Questions this video answers
No — the feature performs a one-way copy at the time you click the button; subsequent changes are not synchronized.
You will get duplicate items on the purchase order.
Release notes highlights. We have kind of the opposite of that, which is copy invoice items to purchase order. Looking at you, Adam Hamilton of the Facebook service Titan Masterminds Group, you had just requested this feature and now here it is. So let's say you convert an estimate and you are booking that into a job and now you need to order all of the materials that are required for that job. Well, from the invoice of the upcoming job, you would hit add a purchase order as usual. Again, as it always does when you make a purchase order. This way, most of the order detail fields will be automatically filled out for you. But when you scroll down, ooh, hello stranger. We have this new button that says copy invoice items. If you click that, you'll get a confirmation box just confirming that you're sure you want to do that. And if you confirm, then it's going to copy all of the items over from that invoice to the purchase order in the quantity that was specified on the invoice. And that is extremely handy. Now something to note here is that this is just a one way copy that happens when you click the button, meaning they're not like kept in sync. If you then add something later to the invoice, it's not just going to appear on the purchase order by itself and vice versa. If you make a change to the purchase order, it's not going to change on the invoice. And if you click the button to copy invoice items twice, then you're going to get duplicates. So it's pretty simple in that way. When you hit copy invoice items, it's just going to go yoink plop.
Hey, thanks so much for watching. Mighty kind of ya. If you want to check out the full release notes video, here's a link to it right around here. Or if not, here's another video I think you might enjoy. I'm just gonna sit here and stare at you till you pick one. That's right. Go on. Okay, interesting choice.
