Goal:
- Revise approved order
- edit an approved order
- how to edit price on an approved order
- how to edit quantity on an approved order
- changing SKU on an approved order
- editing approved orders
- Adding comments to approved orders
- editing unit type on approved orders
Steps:
Option 1:
-
Head into the Procure tab & select Procurement
- Find the item/s you would like to edit
-
Add the order items to the Procurement list
- Ensure the Vendor is the same if there are multiple items added to the list
- To the right of the item click the
to edit
- Make the adjustments as needed and select
Options 2:
-
Head into the Procure tab & select Procurement
- Find the item/s you would like to edit
-
Add the order items to the Procurement list
- Ensure the Vendor is the same if there are multiple items added to the list
- Click
- On the next page scroll down till you see the order items
- To the right of the items click
to edit
- You can edit the quantity, price, SKU & unit type.
- Once the adjustment have been made click
Tips!
- It's important to note that the Vendor selected must all be matching if there are multiple items to adjust. Each Vendor must be the same for all items.
- You must have the Procurement role to make these adjustments