Editing a sent purchase order

Editing a sent purchase order

This article explains how to edit a purchase order that has already been sent to the supplier. Learn how to activate edit mode, make changes, and update the purchase order.

Editing Procurement

After a procurement has been sent to the supplier, it will have the status "Sent" and be locked. However, you can still make changes by activating edit mode in the "Actions" menu.

1. Open "Actions"
2. Select "Edit purchase order"
3. You will then enter a separate mode for editing. This saves automatically, just click "End editing" when you are done.

When editing a sent procurement, the status is set back to "Draft".

Changing quantity and price

As with standard creation of a procurement, you can easily change the quantity, purchase price and sales price.

Removing a product line

If you need to remove a product line from the purchase order, you can do so in edit mode. Only product lines without reservations can be removed. If a product line has reservations, these must be released before you can remove the product line.

Adding a product

When edit mode is activated, a new search field will appear so you can search for and add products. This works in the same way as when creating a purchase order.

1. Add a new product. Search by product name, article number or barcode. You can also use the product explorer by clicking on the folder button to the right.
2. Find products that are already in the procurement.

Updating after editing

As editing changes the status to "Draft", you must decide how to proceed with the procurement when finished.

Click on "End editing" and a window with three options will open:

1. Send to supplier requires Pro or Pro + 
   Opens the window for sending the procurement. Lets you send the entire procurement, with the latest changes, directly to the supplier. When sending, the status also changes to "Sent".
2. Mark as sent 
   Marks the procurement as sent without sending an email with a file to the supplier.
3. Go to purchase order 
   Closes the window and keeps the purchase order open. The status is not changed and remains as Draft.

Deleting a procurement

If you choose to delete a sent purchase order, a confirmation will be sent to the store owner about which procurement was deleted, when the deletion took place and who performed the deletion.