Edit Purchase Order Screen

To open the Edit Order page proceed as follows:

* From the Purchasing > Orders Tab continue
* If the order is listed in Open Orders Click: the Order Name
  The View Purchase Order screen opens
  Click: [Edit or Add Items]
  The Edit Order screen opens
* Alternately use [Find Orders] to search for the desired order
  From the search list box Click: the Order Name
  The View Purchase Order screen opens
  Click: [Edit or Add Items]
  The Edit Order screen opens

The Edit Order screen has these functions:

• The Order #. . . Information drop down box
  • Change Order status
  • Print the Order as a PDF
  • email the Order
• The Order Items box
  • Cancel All Items
  • View Order (return to View Order)
  • Update the line item description, price, ship group or cancel the line item
  • Apply internal tracking tags for your organization accounting detail
• Add to Order box
  • Allows you to add a line item to the order

The Add to Order section allows you to add line items to the order. Fill in these included fields:

   * Product ID - Enter the internal product ID, an alternate ID such as UPC or SKU, 
     or your supplier's product ID for the product you would like to purchase, 
     or search for it using the lookup widget. 
 
   If you enter a partial ID number, the system will display a screen with all the products
   that could potentially match this partial ID number. You can add one or more products
   from this list. Only if the are no products which match the ID number that you have
   entered will the system display an error message. This is a required field to add an
   item to the order.
 
   * Price and Override checkbox - specify a price if needed or leave blank for standard
     pricing lookup.
   * Quantity - Enter the number of units of the product you are ordering. This is 
     also a required field to add an item to the order.
   * Ship Group - specify the Ship Group for this item if there are already several.
   * Tags drop down boxes - to apply internal organization tracking for reporting use
   * Comments - Enter any relevant comments in the information box. 
   * Recalculate Order checkbox - to recalculate the whole order when ready

Clicking the [Add to Order] button.

This will add the product to the order items section. The total value of the order will be be recalculated with consideration of the items you are ordering when you use the recalculate checkbox.