This article details how to delete a Purchase Order and therefore remove the stock which came into the warehouse on that Purchase Order from your warehouse.
To begin, navigate to the Purchase Order page by selecting Warehouse in the Main Menu followed by Purchase Order in the drop-down menu.
Now Search for and select the Purchase Order that you wish to delete from the system. Remember that you can use the Filters tab to narrow down your search if required.
Once you have selected the Purchase Order you will arrive on the View Purchase Order page within the Details tab.
Only Purchase Orders which are in "Draft" status can be deleted so if it isn't already in "Draft" then select Reset Status, then select Draft in the drop-down. After reading the warning prompt if you wish to still proceed, type I UNDERSTAND in the pop-up box.
Now that the Purchase Order is in Draft status the Delete button will appear and you can now click it.
A prompt asking, if you are sure, will appear on the screen, select OK. A Success! banner will then appear on the screen indicating the Purchase Order has been deleted. If it doesn't see the section below on errors.
Errors when Deleting Purchase Orders
It is possible for errors to appear when a user is attempting to delete a Purchase Order.
"Purchase Order contains Products which are associated with Packed Sale Orders"
This error indicates that there is Purchase Order Products associated with the Purchase Order which are still linked to a Sale Order in Packed or Dispatched status, even when the Purchase Order Product has the same Initial/Onhand/Free quantity.
The error is caused by the following steps:
- A Sale Order takes stock from an allocated Purchase Order
- The Sale Order is Packed/Dispatched
- A product on the Sale Order is edited/deleted creating a post-pack correction, putting the stock back onto the Purchase Order Product record, but still maintaining a link as to what "should" have been picked.
As the link between Sale Order and Purchase Order still exists, this prevents the Purchase Order from being deleted.
How to Resolve:
This error can be resolved by removing the link between Sale Order and Purchase Order. Note, if you have multiple affected Sale Order Products, you'll need to repeat these steps for each affected Sale Order:
- Using the links provided, navigate to the affected Sale Order Product record.
- From here, use the link to get to the associated Sale Order
- Revert the status of the Sale Order to "Awaiting Pick and Pack" as shown below.
When the status is reverted, all post-pack corrections are removed from the order, removing the link to the Purchase Order. You can now delete the Purchase Order.
You can also mark the order as packed in one-step using this button: