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Add Extra Goods To An Order (update existing PO)
Sometimes you need to add extra goods to a work order, but you really can’t generate a whole new PO for those goods, because your supplier needs you to update the existing PO you already created.
In this article we will go through the process of adding extra items to an order then adding them to an existing PO and linking them to the order.
Add extra items to the Order
Before we add the goods to a PO we must first add them onto the order itself.
First you need to enter “Edit Mode” on the Invoice:
Now scroll down to the relevant Job on the order and click the “Order Extra” button as indicated below:
On the “Order additional items” dialog:
- Select the reason.
- Assign the user responsible for the additional items.
- Enter the quantity.
- Click the “Add” button.
Add items to the PO
Now that you have added the items to the order you need to add them to the PO.
Click on the “Goods Ordered” circle then select “Purchase Orders” and open the relevant PO:
On the PO select the item you wish to add more quantity for and click on the green “+”
Now enter the quantity and the reason the items are needed then click “Save“
Now you need to link the items to the order.
Click on the dropdown arrow then select “Link To Order“
Search for your order that you want to link the item to via the order number then select the item to link and click “Save“:
Success the items are now linked!
You can receive goods as you normally would.
If you click on the “Goods Ordered Circle” again on the order you can now see the total quantity of the item has changed:
