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Editing a Purchase Order

Learn how to edit a Purchase Order after it has been created

Bobbie Combs avatar
Written by Bobbie Combs
Updated over 10 months ago

1. To edit a Purchase Order already created, go to the left side menu, click on Projects and find the Project you created the Purchase Order for and open it. Then click the Purchase Orders tab at the top under the Project name. On this window, you can see all of your Project Purchase Orders and from here you can edit a Purchase Order and delete or modify the status of a Purchase Order by checking in the box next to the Proposal and clicking on the Actions button to the right.

  • Modify Status: Select the Purchase Order by clicking in the box to the left of the Purchase Order and click on the Action button and select Modify Status. In this new window you can

    • Ack. Date: Enter the acknowledgement or Vendor order date

    • Ack. No: Enter the acknowledgement or Vendor order number

    • Close PO Manually: After Items/Components on PO have been paid in full and installed at the Project, you can check this box to close the PO

    • Notes: You can add order notes

    • Update All: You can click this button to update all Components listed with the information entered above

    • Add more status information: Click on the Item/Component Ref No. and from here you can add more information

    • When finished click on Update

  • Send: Send the selected Purchase Order to the Vendor's email address

  • Delete: Delete the selected Purchase Order

How to either Modify Status, Send, or Delete a purchase order

2. Add Purchase Orders from this window by clicking the +Add button.

3. To edit a Purchase Order, click on the PO/WO No.. This will open the the Edit Purchase Order window and from here you can edit these details:

  • Date: You can change the date of the Purchase Order

  • Pictures: When this box is selected, the Item and Component picture will show on the Purchase Order. When this box is unselected, the Item and Component picture will not show on the Purchase Order

  • Change Order: When this box is selected, the word Change Order will replace Purchase Order on the document and will show the revision date that is editable to the right. When this box is unchecked, the Purchase Order document will not change as described above

  • Revision Date: You can select the revision date to show when Change Order is selected

  • Remove Component: You can remove a Component from the Purchase Order by clicking in the box to left of the Item and then click on the Remove Item button

  • Add Component: You can add more Components to the Purchase Order by clicking on the Add Component button

  • Edit a Component: You can edit an Item and its Components in a Purchase Order by clicking on the Ref No.

When you are finished editing the Purchase Order click on the Save button in the top right or bottom right corner.

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