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Other Actions in Purchase Orders

Edit Purchase Orders

If you need to make changes to a purchase order—for example, to update quantities, prices, or vendor details—you can easily do so:

  • Go to Purchases > Purchase Orders.
  • Locate and select the purchase order you want to edit.
  • Click the option to edit at the top of the page.
  • Make the necessary changes and hit Save to update the purchase order. Keeping your purchase orders up-to-date ensures accurate inventory management and smooth supplier communication.

Note

Keeping your purchase orders up-to-date ensures accurate inventory management and smooth supplier communication.

Download/Print a Purchase Order

For suppliers who require a hard copy or if you need a printed version for your records, printing a purchase order is straightforward:

  • Go to Purchases on the left sidebar and select Purchase Orders.
  • Locate and select the purchase order you wish to print.
  • On the Details page, click the option to PDF/Print. Choose to download as PDF or directly print the document.

Insight

Having a printed copy of your purchase orders helps keep your records organized and provides a physical reference for your transactions.

Mail the Purchase Order

Need to send a purchase order to your supplier? Mindx Inventory makes it quick and easy to email purchase orders directly.

  • Navigate to Purchases in the left sidebar and select Purchase Orders.
  • Select the purchase order you want to email.
  • On the Details page, click the Email.
  • Review the email details, make any adjustments if needed, and click Send. Sending purchase orders promptly ensures your suppliers stay informed and streamlines the procurement process!

Delete Purchase Order

If you need to remove a purchase order, follow these steps to delete it:

  • Go to Purchases on the left sidebar and select Purchase Orders.
  • Locate the purchase orders you wish to delete from the list.
  • Select the checkbox next to the purchase orders you want to mark for deletion.
  • Click the Delete button at the bottom of the page.

Warning

Removing outdated purchase orders contributes to maintaining an organized and current record-keeping system. Be cautious, as this action cannot be undone.

It may be helpful to archive or keep records of important purchase orders before deletion for future reference.

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