No. You cannot change the status of a purchase order. However, here’s what you can do:

  1. Update the purchase order details such as the product name, product quantity, or vendor price.
    Important: You can update a purchase order only if the order was created within the financial lock and the 90-days edit lock (you will not be allowed to make edits beyond the lock date).

  2. Mark the purchase order as delivered and create a return order to avoid any stock mismatch.

Edit a purchase order

If you want to edit the purchase order within the lock period (financial lock or 90-days edit lock), enable the following role permissions for your Zenoti profile: (Admin > Security Roles > Inventory Manager > Inventory)

  • PriceOverride- To change the price of the product.

  • EditPOLimited- To make any changes to the purchase order till the last audit date.
    You can edit details such as add a product, delete a product, change the quantity, change the product name (only till the last audit date from the current date)

  • EditPOLimitless - To make any changes to the purchase order without any restrictions.

  • You can edit details such as add a product, delete a product, change the quantity, change the product name.

Important: If you edit product quantity in the purchase order and if there’s a recent audit, ensure that you edit the audit to update the quantities on the Audit History page to reflect the Projected Quantities correctly.

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