Tips, Features & Updates

Edit Purchase Orders: How to Update Vendor, Shipping, and Inventory Details

Managing purchase orders efficiently is crucial for any print shop. With the ability to edit purchase orders after creation, your team can immediately correct mistakes, update vendor and shipping information, adjust taxes, and add new items. Consequently, this feature streamlines workflows, reduces errors, and keeps your operations running smoothly.


How to Edit Purchase Orders After Creation

Print shops can now update POs quickly and easily. Here’s how:

  • Open the purchase order you want to modify.

  • Click the Edit button to open the editing modal.

  • Update fields such as vendor name, due date, shipping information, or additional notes.

  • Adjust item quantities, taxes, or shipping costs as needed.

  • Click Save to apply your changes.

By following these steps, print shops can correct errors immediately and ensure all information stays accurate before finalizing the order.


Viewing and Editing Prices and Due Dates

The PO editing feature also allows adjustments to prices and due dates.

  • Use free-form fields to change totals, shipping, and tax percentages.

  • Any modifications remain persistent, even if the order is updated later.

  • The system recalculates totals automatically based on your edits.

As a result, every purchase order reflects the correct financial and logistical information, which prevents confusion and reduces errors.


Inventory Lookup Bug Fix

Previously, inventory lookup fields could break if category names contained commas. Fortunately, this issue has been fixed.

  • You can now reliably search and select inventory items without errors.

  • This fix ensures that editing purchase orders works seamlessly for every job.

  • Moreover, it guarantees the correct templates and inventory items are applied to each PO.


Benefits of Editing Purchase Orders

  • Quickly correct errors in vendor, shipping, or tax details.

  • Keep totals and itemized costs accurate.

  • Reduce delays caused by miscommunication or missing information.

  • Improve workflow efficiency and prevent support issues.

By enabling your team to edit purchase orders, you maintain clean, accurate records and boost operational efficiency.


Summary

The edit purchase orders feature helps print shops:

  • Update vendor, shipping, and tax information instantly

  • Correct mistakes or add new items to an existing PO

  • Use inventory lookup without errors

  • Streamline workflow and reduce errors

Overall, these enhancements ensure your purchase orders are always accurate, saving time and reducing confusion for both your team and clients.

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