Introduction
In a dynamic business environment, flexibility is key. Empress understands this and offers you the ability to make changes to your Purchase Orders even after they have been submitted. The Update Items feature, specifically, lets you amend the Rate and Quantity in your Purchase Orders. This guide will guide you on how to utilize this feature effectively.
What is the Update Items Feature?
The Update Items feature is a function in Empress that allows you to change the Rate and Quantity in a Purchase Order after it has been submitted. This provides flexibility in your supply chain operations, ensuring that you can adapt to changes or unforeseen circumstances.
How to Use the Update Items Feature
To use the Update Items feature, follow these simple steps:
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Navigate to the specific Purchase Order details page that you want to amend.
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Look for the Update Items button and click on it.
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A dialog box will pop up on your screen, where you can edit the Rate and Quantity as required.
Rules and Considerations
While the Update Items feature offers flexibility, it’s important to note that there are certain conditions and checks in place:
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The feature will check if the Purchase Order has a corresponding Purchase Receipt and Purchase Invoice.
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The Quantity can be changed for Purchase Orders that are un-received or partially-received. However, if the Purchase Order has a completed Purchase Receipt, you cannot change the Quantity.
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The Rate can be amended for Purchase Orders that are un-invoiced or partially-invoiced. But, if the Purchase Order has a submitted Purchase Invoice, you cannot change the Rate.
Conclusion
Empress’s Update Items feature is a powerful tool that gives you the ability to adapt to changes in your business operations. By understanding and using this feature, you can maintain control and flexibility in your supply chain management. For more assistance, feel free to reach out to our support team or browse through our non-technical resources.