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How to: Edit a Purchase Order

Created:   |   Updated:

From input errors to changing inventory needs - if you ever need to edit a Purchase Order, we have you covered!

To edit a Purchase Order:

    1. Access your Purchase Orders by clicking the INVENTORY tab on the blue navigation menu and select PURCHASE ORDERS from the drop down menu.
      inventory_purchase_order_dropdown.png
    2. From the PURCHASE ORDERS page, you can edit a Purchase Order by one of two ways - from the PURCHASE ORDERS overview page or the specific details page:
      From the PURCHASE ORDERS overview page:
      • Locate the Purchase Order you need to edit. Then locate the "Actions" column and select the notepad icon. 

      From the details page for a specific Purchase Order:
      1. From the PURCHASE ORDERS overview page, locate the Purchase Order you wish to edit and click on the PO ID. 



      2. On the Purchase Order detail page, expand the Actions menu and select Edit PO.  



    3. Update the fields as needed.
      Supplier and Purchase Order details:
      edit_purchase_order_top_half.PNG
      1. Address Address of the supplier.
      2. Contact Name of contact at the supplier.
      3. Your Shipping Address Address of where you ship from.
      4. Your Billing Address Address where you are billed at.
      5. Order Date Date order is to be placed.
      6. Expected Delivery Date Date order is to be delivered.
      7. Carrier Carrier you will use.
      8. Shipping Method Carrier service you will use.
      9. Tracking Number Tracking number once order is placed.
      Purchase Order Items:
      purchase_order_bottom_half.PNG
      1. Search for product Enter the SKU or product name to add
      2. Display Pack Quantity Check box if you would like pack quantity displayed. If not, leave unchecked.
      3. Supplier SKU The stock keeping unit assigned by your supplier to identify product(s) when re-ordering.
      4. Name Name of the product
      5. DTR Days to Reorder. Number of days before the merchant must order new stock to avoid running out of Available inventory. 
      6. QTB Quantity to Buy. Number of units to order to ensure that no stock-outs occur.
      7. Quantity Amount of product you would like to re-order.
      8. Unit Cost The per unit cost of a product for a specified supplier.
      9. Total Auto-populates with total amount per product
      10. Note Field where additional notes to supplier can be made.
      11. Shipping & Handling Update to include additional shipping costs.
    4. Click Save Purchase Order.

 


Related articles:

How to: Display pack quantity on Purchase Orders
How to: Export a Purchase Order
How to: Receive stock on a Purchase Order
Inventory Management FAQs

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