Editing Sales Order Qty once a PO is created

There may be a time were you need to update the sales order quantity after the purchase order has been raised. Below shows you the steps to help you carry this through. 

Step-by-step guide

1. Click on the menu arrow, and click on Sales

2. Open up the sales order and locate your style that you wish to change.

You will notice there is a PO created as this appears directly underneath the style image. In this example you can see that this style is assigned to PO#3722.

Click Unlock Item. You will receive the below pop up.

IMPORTANT: It's very important to be aware of which button you are selecting here.

If you say NO this means you will not be updating the PO QTY.

If you say YES this means YOU WILL be updating the PO QTY. 

3. If you need to update the PO QTY select YES

Make your changes as required and don't forget to click SAVE PO QTY

Then it should automatically lock in your changes that you have made.

4. Generate your sales order so that the new quantities flow through.

5. As a last step it is good to go into the PO that you have updated and check if the quantities updated. 

Click on the PO NUM and have a look.

6. If you DON'T need to update the PO QTY click NO. 

Generate your sales order so that the new quantities flow through to the sales order.

NOTE: There is a setting within Indigo8 so that only certain users can update the SO quantity after the PO is created. Below is an example of how this looks.

Contact an Indigo8 Member and they can turn this on for you.