Once a purchase order has been raised and sent to a supplier (whether electronically via EQ, via email or externally) you can cancel this if there is a mistake.
- From the main EQ toolbar click the Customer List button:
- Select the Customer that the purchase order relates to, by using the Find and Filter boxes on the left:
- Across the bottom tabs, click Purchase Orders to view a list of all orders sent:
- Right-click on the P/O Ref that you want to cancel and select Cancel Order.
- The next screen shows all products that were on this order. Select the products that you wish to cancel placing a tick in the Cancel column:
- Click Cancel Order/Items and then respond Yes if you are sure, on the next confirmation message.
- You can then click through the print, print preview or PDF screen, in case you wish to send a notice of cancellation of your order to the supplier.
Once printed your PO is cancelled. The products will now show back on your sales order, ready for you to place a purchase order again.