We understand that It is sometimes necessary to make changes to a purchase order before or after they have been submitted. It's not uncommon you may even need to make changes to a completed Purchase Order and/or resend this information to the vendor.
When editing a Purchase order, you can take the following actions:
Change the PO name
Update the Vendor
Modify the order date
Add additional notes
Remove or Edit a Special Order.
In this article, we will talk about editing a Purchase Orders.
Modifying Purchase Orders:
To modify a purchase order, follow these instructions:
Go to Orders > Special Orders > Purchase Orders.
You can either use the advance order search or manually search for the PO by scrolling down the list.
Use the action dropdown and select "Edit."
You can now make any adjustment to a Purchase Order, such as remove or edit a special order, change the PO name, vendor, order date, and add additional notes (as shown below).
Search Special Orders while Editing Purchase Orders:
If you are looking to edit or remove a special order within a purchase order, you can quickly search for that special order using the quick search feature (as shown below). The quick search allows you to search by member/guest name, description, SO#, or other information.
