Purchase Orders: Access and Update Item Details Records

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

1. Select an item in the purchase order, then make changes to any available fields.
2. After editing the fields you need, move to a new field, then tap the save icon to save your changes to the item record.
   
3. Tap No to leave the Item record unchanged, or Yes to save this information to the Item record.
   
4. Complete and process the purchase order as needed.

Edit the Item Record Directly

1. Alternatively, select an item in the Purchase Order, then tap the gear icon to edit the entire item record directly.
   
2. 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.
   
3. Complete and process the purchase order as needed.