Other actions

Expected Delivery Date

You can set an expected delivery date for the purchase order items. Here’s how:

More Actions in purchase order

Canceling Purchase Orders

You can choose to mark a purchase order as cancelled if it is not valid anymore. Only Open purchase orders can be cancelled. To cancel a purchase order:

Cancel Items in a Purchase Order

In case you’ve ordered extra items or have changed your mind about certain items in your purchase orders, you can choose to cancel those items. To do this:

Cancel Items Cancel Items

Now, the items that you’ve selected will be canceled and the status of your purchase order will be changed to Closed.

In case you’d like to undo this, Click the More dropdown and select Reopen Canceled Items. This will change the status of your purchase order back to Open.

Note: You can only cancel items in purchase orders that are partially billed. The item that was left out of the bill can then be cancelled in the purchase order. 

You can view the items that were cancelled from a purchase order under the Canceled Items tab.

Cancel Items

If there aren’t any bills associated with the purchase order yet, then you can choose to mark it as canceled. You can do this by clicking the More dropdown and selecting Mark as Canceled.

Importing Purchase Orders

To Import purchase orders into Zoho Books:

Other Actions

Fields Description
Edit Change details in an existing purchase order.
PDF Download the purchase order in PDF format.
Print Print the purchase order.
Mail Email the purchase order to your vendor
Attach Attach up to 5 files, each of 5 MB to your purchase order.
Clone You can create another purchase order with the same details by cloning an existing one.
Delete Delete your purchase order.

Other actions in purchase order

See Also:
Back to Purchase Order Overview

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