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How do I change the purchase order number before it's issued?

  • Updated

There are two options to change the purchase order number before the PO is issued.

Before saving as draft

If you are following the steps to create a purchase order, manually type in a purchase order number when you arrive at the field that is blank. For information on how to create a purchase order, follow the instructions here.

After saving as draft

If you've already saved the purchase order as a draft, follow these instructions to change the purchase order number.

  1. When logged into Anvyl, click into the Orders tab.
  2. Click the drop-down menu to view Draft orders.
  3. Click on the draft order you wish to edit.
  4. On the left side, click the pencil icon to edit the purchase order number.
  5. Manually type in the purchase order number.
  6. Click Save.

Note: After the PO is issued, you cannot change the purchase order number. You will need to delete the PO and create a new purchase order to change the number.

Optional: Create a default PO Numbering 

If you would like to create a default PO numbering convention for all of your team's purchase orders, please follow the instructions here.