How do I edit a purchase order?

How to edit a Purchase Order

 

If you need to adjust the price or add an additional item to a Purchase Order that you created but have NOT sent to the customer yet, follow the steps below.

  1. Select the 'Orders' tab and select the order to open
  2. Select the 'Edit" button to make changes to the order
  3. When finished select the 'Save' button at the bottom of the order
  4. Select the 'Done' button
  5. Select the 'Send' button when you're ready to send to the customer

*Please note - if you have already sent the PO to the customer you will need to select the 'Cancel Order' button and then create a new order.


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