Product Edit

1. If the product in the Purchase Order is pulled from Invoice or Quotation with measurement details appended from Appointment --> Detail, user will not be able to edit all the information except the Product Code and the Quantity.

2. In the example below, this project has 3 appointments where admin or contractor has entered the measurement details name as Bedroom 1, Bedroom 3, Measurement 1 and Measurement 2 in 3 different appointments.

1. When the PO is created, the system will automatically pull the Name, Note 1, Note 2 ,Note 3 and the Size.

2. User can click the drop down arrow to Edit or Delete the product.

3. For products auto pulled from Appointment --> Detail, user must fill up the Product Code if the item is required in the Purchase Order.

1. User can only edit the Product Code and Quantity. The rest of the details are "greyed off".

2. If the Product is manually added on the Purchase Order page, products and the details can be edited.

3. Product Code, Product Name and Quantity are mandatory for Adding Product For Purchase Order.

1. Click "Add" once mandatory fields are filled up.

1. User can fill up other details for the Purchase Order by clicking "Detail" along each product. This section is "optional".

2. Click “Save” once information is filled up.

User can split the product into number of pages desired. User can assign different product to appear on different pages based on the total number of pages selected.

Note: User can add new products in the PO before click Save. Once PO is generated, user unable to add any new products into the PO.