• Updated
Follow

How to edit Quantity & Price of an Approved Order

Goal:

  • Revise approved order
  • edit an approved order
  • how to edit the 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:

  1. Head into the Procure tab & select Procurement

  2. Find the item/s you would like to edit 

  3. Add the order items to the Procurement list 

  4. Ensure the Vendor is the same if there are multiple items added to the list
  5. To the right of the item click the mceclip0.png to edit
  6. Make the adjustments as needed and select mceclip1.png

Options 2:

  1. Head into the Procure tab & select Procurement

  2. Find the item/s you would like to edit 

  3. Add the order items to the Procurement list 

  4. Ensure the Vendor is the same if there are multiple items added to the list
  5. Click mceclip2.png
  6. On the next page scroll down till you see the order items
  7. To the right of the items click mceclip0.png to edit 
  8. You can edit the quantity, price, SKU & unit type.
    mceclip3.png
  9. Once the adjustment has been made click mceclip4.png

 

Additional Information:

  • 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