Revising a Purchase Order

Revise Order Modal

• Type in the reason why you are revising the order.
• Click Submit. The order will change status to 'Order Open'

Editing Purchase Order Details (if required)

• Click on the pencil on the Purchase Order Details section.

Edit Purchase Order Modal

• Edit the incorrect information by clicking in the relevant box.
• Click Submit.

Adding Purchase Order Lines (if required)

• Click the blue Add Item button.

New Purchase Order Line Modal

• Click in the Stock item box and type or scroll to the correct stock code.
• Click in the Expected date box and select a date.
• Enter the Quantity required.
• Click the add extra Description box and enter text in the Description box if required.
• Enter the Unit amount if not automatically shown.
• Choose a Group Code by clicking in the Group box and selecting as required. Required for NS4 stock lines only.
• Click Submit.

Deleting/Editing Purchase Order Lines (if required)

• Click Edit to the right-hand side of the stock code.

Edit Purchase Order Line Modal

• To delete, click the red Delete button. Click Yes to confirm deletion when a warning box appears.
• To edit, click in the boxes and edit as required. Click Submit to confirm changes. Select a Group code if editing a NS4 code.

• Click the blue View PDF button once all changes are complete.
• Click the (anonymous) x to come out of the PDF.
• Once checked click the green Confirm Order button.