Save time and effort by editing an item detail record as you create Purchase Orders.
Users with appropriate access can update some item records directly while they build a purchase order, or toggle between an item’s record and a purchase order as needed. Enable Purchasing, Ability to Edit Item Details to give users access to this feature.
The ability to change the Description and Cost$ fields of items in purchase orders is unchanged. Users with appropriate access can now edit item fields such as:
- Description (the description of the item)
- Price (retail price)
- Qty On Hand
- Low Level (low level quantity threshold)
- Reorder Qty
- Minimum Qty
Edit Item Details in a Purchase Order
- Select an item in the purchase order, then make changes to any available fields.
- After editing the fields you need, move to a new field, then tap the save icon to save your changes to the item record.
- Tap No to leave the Item record unchanged, or Yes to save this information to the Item record.
- Complete and process the purchase order as needed.
Edit the Item Record Directly
- Alternatively, select an item in the Purchase Order, then tap the gear icon to edit the entire item record directly.
- Make changes to any fields on any section of the item record, then tap Save to save your changes, or Back to PO to cancel your changes.
- Complete and process the purchase order as needed.
How can we improve this information?
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