How to Edit, Delete, or Print Purchase Orders

Screenshot 2024-12-04 at 7-40-04 AM-png

Purchase orders have a number of options associated with them. 

To edit, delete, or print a purchase order, follow the steps below.

Step 1. Navigate to the Account Dashboard through the main menu.

Step 2. Click Purchase Orders

Step 3. Identify the Purchase Order you'd like to work with and click the Options Icon to view available actions.

Some options may be disabled for you depending on your permissions.
  • Generate PDF: This will create a downloadable/printable PDF of the purchase order.
  • Edit: This will allow you to edit the details of a purchase order.
  • Toggle Status: This will update the status of a purchase order from "Approved" and "Denied".
  • Delete: This will remove the purchase order from the system. This action is irreversible.

Screenshot 2024-12-04 at 7-38-33 AM-png

To edit, delete, or print a purchase order, follow the steps below:

Step 1 & 2

Step 3

Purchase Order Navigation