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Home > Inventory > Editing an existing PO in Finale
Editing an existing PO in Finale
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An example of when we will need to Edit a PO in Finale is if we received more products than we paid for:  "Buy 24 get 6 Free"

 

Log into Finale

 

Click on the Purchasing Tab

 

Click on Purchase Orders

 

Make sure the Status is set to Completed

 

Located the PO you are editing and click on the Order ID 

 

Since the PO has been completed, you will need to Change the Status to Draft (blue bar on the right) in order to unlock and edit the order

 

Double check to make sure the Bill on the lower right matches the amount in the Item line

(This is important.  The amount billed ALWAYS needs to match what was charged to the credit card)

 

Add a second Line Item of the product

 

Change the Quantity

 

Change the Price to ZERO

REMINDER: The total still needs to match the Bill

 

Click the Blue 'Change Status to Committed' Bar

 

Click the Blue 'Change Status to Completed' Bar

 

Now your received amount matches the PO amount

 

The Orange Box should now be removed at the top right

 

To double check to make sure the number of products received is correct, Click on Purchase Shipment under Shipments on the right

 

Click on the back down arrow next to the Product ID

 

The Order and Shipment Number should be the Same Number

 

 

 

 

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