How to cancel a purchase order in TruePos ?

How to cancel a purchase order in TruePos ?


 

What is Purchase Order?

 

A purchase order, or PO, is an official estimated list of products that is issued by a buyer to the seller for the purchase of specific products or services to be delivered in the future.

 


Purpose of Canceling a Purchase Order

 


Canceling a Purchase Oder doesn't delete it from Purchase Order's history but this only tells that this transaction will not be paid & thus it shall not be included further in the Outstanding.

 

How to Cancel Purchase Order in TruePos ?

 

To Cancel Purchase Order do the following Steps.

The PO Cancel screen helps you cancel one or more items in a PO or the PO itself, when you are sure that you will not receive stocks against the PO.

Menu Access: Click Purchase > PO Cancel.

Note:

Once you cancelled a PO Item or a PO, you cannot restore it anymore.

To cancel a PO Item or a PO itself

Once the PO cancel screen is opened, Based on the default location and status(pending - as default), PO will list down as shown below

Click on the edit menu in the action column for the PO that you want to cancel.

  1. After clicking the edit under the action column, it will redirect you to the full purchase order details.

  1. Select any one of the following from the Status list against corresponding items.

    • Pending - to indicate that you will receive the item against the PO in future.

    • Cancel - to indicate that you will never receive the items.

5. Select 'Cancel' for all the items in the PO to cancel the entire PO itself.

Click Save to store the changes.


Reports
:

Click Reports > Purchase > Pending/Cancelled Transactions to view the list of cancelled POs.

 

 

FAQ
:

1) Can we cancel the PO partially ?

Answer - Yes, we can do, once we open the PO the list of items will be visible, we can assign the status as pending from the status column to which we dont want to cancel, and choose the other item status as cancel and save.

2) How to check the status of PO ?

In the PO Cancel screen, there is a status column, click on the drop down box and check whether the PO is Pending,Converted,Partially converted or cancelled. You can also filter All and see each PO status in the status column.