Overview

Inventory movement and Average History updates (shipments) are done at the point of save. The following edits if they effect on order, open stock/total stock and average cost will have to update these values and all related values.

Note that average history changes will potentially affect a lot of data and the save/change can be saved in queue or separate thread.

When we eventually integrate supplier shipments to QuickBooks Online we will update those bills on change.

PO Edits:

To have the capability for editing Purchase order, navigate to Inventory>>Purchase Order>>Select the PO.

Change Quantity on Order:

Action Menu>> Item or double click on line.

• Increase or decrease amount ordered
• Update on order for product and update line and PO totals.
• Product On Order, Line and PO totals need to be updated
• Permitted: Draft or Partially Receivied lines on Draft and On Order or partially received POs.
• Restricted: Completed/Closed/Canceled PO lines changes to quantity ordered not permitted.

Change Cost on PO Line:

Action Menu>> Item or double click on line

• Change cost of item ordered
• Update replacement cost in product (if option to update cost selected) update line and PO totals.
• Permitted: Draft or Partially Receivied lines on Draft and On Order or partially received POs.
• Restricted: Completed/Closed/Canceled PO lines changes to cost not permitted.

Add Item to Order

• Update on order for product and update line and PO totals.
• Permitted: Draft, On Order, Partially Received PO
• Restricted: Completed/Closed/Canceled PO

Cancel Item on Order

Action menu – select line/lines new button ‘Remove Item’

• Update on order for product and update line and PO totals.
• Permitted: Draft, On Order, Partially Received PO
• Restricted: Closed/Completed PO

Cancel PO

Order Status>>Select Canceled.

• Update on order for all products
• Permitted: Draft, On Order, Partially Received PO
• Restricted: Closed/Completed PO
• Canceling a PO effect on existing shipments against the PO .. None (canceling in this context usually means the remaining back-order is canceled) – if any shipments need cancellation it requires an additional step by the user

• Update PO data
• Permitted: Draft and On Order, Partially Received PO, Closed/Completed PO.
• Restricted: none

Change Quantity received (both against a PO and on a stand-alone shipment)

Action Menu>> Item or double click on line

• Update inventory movements, line and shipment totals
• Update stock levels
• Update avg cost history
• Permitted: Draft 
• Restricted: Completed

Delete Shipment Line (both against a PO and on a stand-alone shipment)

Action Menu Delete Item

• Update inventory movements, line and shipment totals
• Update stock levels
• Update avg cost history
• Permitted: Draft 
• Restricted: Completed
   
  

Change cost on a shipment line (both against a PO and on a stand-alone shipment)

Action double click on line

• Update inventory movements, line and shipment totals
• Update replacement cost in product (if option to update cost selected)
• Update avg cost history
• Permitted: Draft.
• Restricted: Completed.
  

Add an item to a shipment (both against a PO and on a stand-alone shipment) 

Find Item and add to Shipment, Scan Panel

• Update on order for product and update line and PO totals.
• Permitted: Draft, On Order, Partially Received PO
• Restricted: Completed/Closed/Canceled PO
  

Change Received Date

• Update inventory movements
• Update avg cost history
  

Cancel Shipment

Action Menu Cancel Shipment

• Update inventory movements
• Update avg cost history
• Canceling a Shipment against a PO – restores the shipment on order to the PO (if this is done against a canceled/closed PO it becomes open/backordered again

Edits from General Tab

• Update Shipment data
• Permitted: Draft and On Order, Partially Received PO,
• Restricted:  Closed/Completed PO
  

Settings That Affect This

•  Settings >>Advanced Settings >> Inventory setting to permit or disallow these edits.