Edit purchase order

You can edit a purchase order at any time while there are still items not received, regardless of what status it has.

Prerequisites

• You must have Administrator and/or Purchasing permission to use this feature.

To edit a purchase order:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Purchase Orders.
   
3. Click anywhere within a purchase order's row to load the purchase order you want to edit.
   
4. Click on Edit Purchase Order.
   

   The purchase order will change from View Mode to Edit Mode.

   

   Click the image to enlarge.

5. Make changes to the purchase order as required.
   • You can choose which items to leave out of the purchase order by unticking the checkbox in the left-most column. By default, all items are selected. (You can make all items be unselected by default via Settings > Purchase Order Settings). The rows of selected items are highlighted in green.

     The checkbox at the top of the checkbox column allows you to deselect/select all items at once.

     
   • You can substitute the product in a line item by clicking on its "Product Code - Name" cell. The Product list will be displayed, allowing you to choose a different product for the sales order that is linked to the line item.

     When a product has been substituted in a line item linked to an order, this will be indicated by a 'substitution' link beside the SKU Code.

     

     Clicking on the link will open a Product Substitution popup explaining the substitution with a reference to the original product and the substituted product.

     

     Note, the substituted product will remain linked to the original sales order. The sales order will only move into production-ready status once the substituted product has been received. If the product is not required, untick the checkbox for the line item. Do not simply replace the product in the line item with another product that you need as it will affect the production workflow. If you need to order additional products, unrelated to any sales orders, add a new line item instead.

   • You can expand an individual row to show all sales orders that contain the product by clicking on the blue arrow at the end of the row.
     
     

     When a row is expanded, you have the option of ordering additional quantities to keep as stock. You can tick the checkbox at the beginning of the Allocate to Stock row to add a quantity of 1 to inventory or you can specify an amount in the Qty To Order field.

     Note, if you allocate stock that does not have inventory enabled, inventory tracking will automatically be turned on if the setting to turn inventory on when allocating stock items is enabled. The setting can be found under Admin > Settings > Purchase Order Settings.

     You can expand all rows at once to show all linked sales orders by clicking on the arrow at the top of the table in the header. Click on the arrow again to contract all rows.

     

     If you have defined order display colors based on Due Date, the order rows will be color-coded accordingly. Click here for instructions on how to configure order display colors.

     

     Alert icons will be shown when the rows are expanded allowing you to identify priority orders and rush orders.

     

     For each order line, the full name of the person who placed the order will be displayed along with the name of the store from which the order was placed. The company name will also be displayed if a company is specified for the customer.

   • You can add a note for one or more SKUs.
     1. Click on the cog icon at the left of a line item. A menu will appear.
     2. Click on the create line item note link.
        

        The Add Line Item Note popup will be displayed.

        
     3. Enter a note.
     4. Click Okay.

        When a note has been created against a line item, a note icon will appear in front of the SKU code. Hover the mouse pointer over the note icon to see the note.

        

        Notes will appear below each line item in the purchase order PDF.

   • You can edit or delete line item notes as follows:
     1. Hover the mouse pointer over the note icon to display the Notes popup.
        
     2. Hover the mouse pointer over a note in the Notes popup.

        Edit and Delete action icons will appear below the profile picture for the note.

        
     3. Click on the notepad icon to edit the note or the bin icon to delete the note.
6. Click on Save Purchase Order.
   

   Clicking on Cancel will revert the purchase order to the condition it was in before the changes were made.