This article will show you how to review and make any changes you need to your purchase order.
Reviewing your purchase order
- Click on the Review Purchase Order step in the left-hand workflow navigation
- Find the order that you want to edit and click into it. Remember that the order needs to be green for you to make changes.
- Look through the order to see the products and amounts on your order. If you want to make a change to your order, follow the additional steps below.
| Product | Starting Order | Customer Adjustment | Supplier Adjustment | Units Ordered |
| Shows the list of items you are planning to order | Shows the amount you are planning to order; comes from your order template or forecasting | Shows any changes you make to your order; can be positive (order more) or negative (order less) | Shows any changes made to your order by your supplier; a result from ordering rules | Shows the order amounts your supplier is going to receive from you. |
Ordering more of a product
- Click Edit Adjustments
- In the Customer Adjustment column, enter how many more of the product you would like to get
- Click the Save Changes button at the bottom of the page
Example: If I want to order 35 Egg & Cheese Biscuits, but my starting order is only 30, then I would enter 5 next to Egg & Cheese Biscuit in the Customer Adjustment column.
Ordering less of a product
- Click Edit Adjustments
- In the Customer Adjustment column, enter a minus sign and the amount fewer you would like to get
- Click the Save Changes button at the bottom of the page
Example: If I only want to order 4 Egg & Cheese Croissants, but my starting order is 10, then I would enter -6 next to Egg & Cheese Croissant in the Customer Adjustment column.
Removing a product from your order
- Check the box next to the product you do not want to order
- Click the Delete Checked Items button at the bottom of the page
- There is a pop up box that comes up to make sure you want to delete the item, click OK.
Adding a product to your order
- Click Add Items
- In the pop up, check the boxes next to the items you would like to add to your order.
- Click the Add Items button.
- On the order, enter the amount you want to get in the Starting Order column
- Click the Save Changes button
Note: You should see the total amount you want to order shown in the Units Ordered column after clicking the Save Changes button. Use the Units Ordered column to make sure your order looks right after making changes.
Tip: If you are constantly editing your order, consider making the change to your order template so that you do not have to edit your order every time.