In Boatyard, there are several ways to delete parts from a purchase order (PO), depending on the current status of the PO. This guide walks you through the different scenarios and how to manage them.
Deleting Parts from a Draft PO
If your PO is in Draft status:
For stock parts: Simply click the trash can icon next to the part you want to delete.
For parts added from a work order:
Go to the order that contains the part.
Edit the line item.
Remove the part from that line item.
The part will be removed from the purchase order automatically.
Deleting Parts from an Ordered PO
If the PO has already been marked as Ordered (meaning the order has been placed with your vendor):
To remove a part tied to an order:
Go to the original order and delete the part.
The part will remain on the PO, but its reason for ordering will change to "Stock".
This is intentional so you still receive the part if the vendor ships it.
If the part has not been shipped and the vendor can remove it:
Click the Revert to Draft button on the PO.
Delete the part you’ve removed from the vendor order.
Click Order Parts to change the PO status back to Ordered.
To remove a part ordered from stock
Click the Revert to Draft button on the PO.
Delete the part want to remove by clicking on the trash can icon.
Click Order Parts to change the PO status back to Ordered.
Deleting Parts from a Partially Received PO
If your PO is in Partially Received status:
You cannot revert it directly to draft.
To make changes:
Locate the received part on the PO.
Click the Reset icon to reset that part.
The PO will return to Ordered status.
Then, you can revert it to Draft and delete the part as needed.
When the PO is Fully Received
Once all parts have been received and the PO is marked as Completed, no further edits can be made.
If changes are absolutely necessary, please reach out to our Support Team for assistance.