To edit an existing purchase order from the Inventory module:
- Select the Purchase Orders button from the top navigation bar.
2. The Purchase Orders screen will open. Right-click the desired PO and select Edit PO.
3. The PO will open on the PO Edit screen. The main area of the screen lists all items on the PO – see the table, below, for details on the info contained in these columns.
Field | Description |
Vendor | Displays the vendor of the item. |
Category Code | Displays the category code of the item. |
Sales Rating | Displays the item's sales rating code. |
Turn Ratio | Displays how quickly the item turns over (fast, normal, slow, etc.). |
Brand Code | Displays the item's brand code. |
Name/Model | Displays the model name and code of the item. |
Item is Serialized? | Indicates whether the item is serialized (Y) or non-serialized (N). |
Catalog Number | Displays the item's catalog number. |
Suggested Order Qty | If you created the PO through the Suggested Order system, it will show the quantity that the system suggested you order. |
Branch Set Qty | Displays the quantity of the item for the branch set. |
Total Company Qty | Displays the total company quantity of the item (i.e. all branches). |
Order Qty | Displays the quantity of the item on order. |
4. To edit the order quantity of an item on the PO, double click the Order Quantity field, enter the desired quantity, then press the Enter key on your keyboard. To remove the item from the PO altogether, change the quantity to 0.
5. To add additional items to the PO, select the Add Item tab on the far-right panel of the PO Edit screen, then search for the desired item(s) via the following methods:
- Quick Search: Use the Search By dropdown to select your search criteria, enter your search term in the Value field and click the Search icon beside it. Then, specify the quantity for the item in the Quantity field and click the Add icon beside it to add it to the PO.
- Advanced Search: Click the Advanced Search button to perform an Advanced Search for the item, as normal. Once located, enter the desired quantity within the Quantity field on the Advanced Search window, then click OK to add it to the PO.
6. Once all required edits have been made to the PO, select the Save icon from the bottom navigation bar to save the changes.