We've designed SiteMax Systems to ensure your data is secure and to prevent accidental deletions. As a result, you won't be able to directly delete a Purchase Order. However, you can achieve a similar outcome if you are in the "Approval" workflow by voiding the Purchase Order (See the picture below to know where to find whether you are in Manual or Approval Workflow).
Here's how you can do it:
Navigate to a Project:
Go to the dashboard and click on the specific Project you're working on.
Access the "Purchase Order" Module:
On the side menu, locate and click on the "Purchase Order" module.
Open the Purchase Order:
Within the "Purchase Order" module, find the specific Purchase Order you want to void and open it.
Scroll Down to the Bottom:
Scroll down to the very bottom of the Purchase Order.
Void the Purchase Order:
At the bottom, you'll find a "Void" button. Click on it.
The advantage of using the "Void" option is that you can always return to it and reset it, reverting the status back to "Open". This gives you flexibility in managing your Purchase Orders without permanently deleting them.
Remember, voiding ensures that the data is retained for record-keeping purposes while safeguarding against accidental deletions.
However, if you're using the "Manual" Workflow, you won't be able to do voiding. If you need to delete a PO, please contact us at support@sitemaxsystems.com. We'll make a ticket for our developers to handle the deletion.