Dashboard > Select a Project > Purchase Orders
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to create refunds or negative costs in Purchase Orders, users will need Edit permissions for Purchase Orders
The Purchase Order (PO) module is a powerful tool for your team to track project costs for the purchases of goods and services needed to complete the project. When your team needs to process a return, cancellation, or adjustment of a previously ordered item, this can be accurately captured in the change of your Purchase Order.
To illustrate, consider the following example:
Item: Wood Planks
Unit Price: $100
QTY: 10 (at $10 each)
When delivered, we only received 9 of the 10 Wood Planks. The team will need to process a return or adjustment for the missing plank.
If you need to handle a return or adjustment for a single wood plank, instead of using a negative value in the "Unit Price" field, you would, instead, need to create a new line item with a negative QTY for the wood plank.
In this case, a new Concrete Item is added with the same Unit Price and a Quantity of - 2 to represent the missing items. The Total will reflect the change to the Purchase Order as shown below.
This approach is a good way to accurately capture the change in your Purchase Order.