The following video discusses how to edit a line item on a purchase order effectively. Topics explored include identifying editable fields, indicating changes, associating orders and customers, action buttons and adding notes.
Editing a Line Item on a Purchase Order SOP
Key Steps:
Access the Purchase Order: Open the purchase order that contains the line item you want to edit.
Identify Editable Fields: Look for fields marked with a diamond symbol, indicating that they can be edited.
Make Changes:
Click on the field you want to edit (e.g., unit cost, quantity).
Adjust the values as needed.
Note the red arrows indicating unsaved changes.
Modify Location and Product Allocation:
Change the location for the product if necessary.
Associate the product with an open order, if applicable.
Add Additional Information:
Input customer details.
Include an estimated time of arrival (ETA) for the product.
Utilize Action Buttons:
Delete a line item using the trash can icon.
View purchase history to compare costs and track changes.
Include Notes:
Add relevant notes to the line item for reference and clarity.
Cautionary Notes:
Ensure to save changes before exiting the purchase order.
Double-check all modifications for accuracy before finalizing.
Tips for Efficiency:
Use the ETA field to provide estimated arrival dates for better inventory management.
Maintain consistency in pricing by cross-referencing purchase history.
Utilize notes section for detailed information and reminders.
By following these steps, you can efficiently edit line items on purchase orders with accuracy and clarity.