Editing A Purchase Order

Note: Purchase Orders can only be viewed and edited by organizational users who have been granted relevant permissions

A newly created purchase order appears on the Purchase Orders Page. To edit a purchase order's information, follow the steps below

Step 1 - Open The Edit Purchase Order Popup

Head to the Purchase Orders Page via links available on the Left Navigation Bar. On this page, search for your desired purchase order in the table or filter purchase orders to find your desired purchase order. Once visible on the table, click on your desired purchase order's row to open the Edit Purchase Order Popup.

Purchase Order Popup

Step 2 - Edit And Save Desired Information

The Edit Purchase Order Popup features an info bar at the top, that displays the purchase order number, vendor name, date the purchase order was created on, projected cost, actual cost (calculated after the purchase order is marked received), quantity of received items and the purchase order's state.

Below the info bar, the popup features several fields of information. Fields that appear in red are required fields.

To modify information, simply click on a field and enter/modify information. Clicking the Save button will sync this information on our servers.