Other actions


Expected Delivery Date

Expected delivery date of the items you have ordered to your vendor through a purchase order can be set by clicking on the Expected Delivery Date option from the More drop down.

More Actions in purchase order

Convert to Bill

You can convert a Purchase Order into a Bill. The purchase order should be in the Draft state. Select Convert to Bill from the More drop down and a new bill form will open up with all the required information populated. Modify information if necessary and save it as a Bill.

More actions in purchase order

Cancelling Purchase Order

On the Purchase orders page, you can choose to mark a purchase order as Cancelled if you will not be using the Purchase Order anymore. Once deleted, it cannot be used again. Please note, only ‘Open’ Purchase Order can be cancelled.

More actions in 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 Order

Import purchase orders Select file to import

Attaching Files with Purchase Order

You can attach any receipts, bills or attachments associated with the purchase order and send it to your customer.

Attaching a file to purchase order

Attaching a file to purchase order

Edit, Clone, Print, PDF, Mail, Delete

You can Edit, Clone, Print, download as PDF, Mail and Delete your purchase order.

Other actions in purchase order

Other Actions in purchase order


Back to Purchase Order Overview

Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest
Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial