Editing an existing purchase order

Editing a purchase order

You can edit a purchase order at any time while it is in Draft or Sent status. Once a PO has been fully received it is locked and cannot be edited.

What you can edit

• Line item quantities and unit costs
• Expected delivery date
• Shipping carrier
• PO type
• Internal notes
• Supplier (on draft POs only)

How to edit a PO

1. Open the purchase order you want to edit.
2. Click on any field to edit it directly. Line item quantities and costs are editable inline in the table.
3. To add a new line item use the product search at the bottom of the line items table.
4. To remove a line item click the × button on the right side of the row.
5. Click Save to save your changes.

Editing POs with receipt history

If a PO has already had stock received against it you can still edit it, but line items that have been received cannot be deleted — they can only be updated in place. This protects your receiving audit trail. If you need to correct received quantities use the Correct Receipt feature instead.

QuickBooks sync after editing

If the PO was previously synced to QuickBooks and you edit it, the sync button will show an amber warning indicating the QuickBooks record is out of date. Click the button to re-sync the updated data.