Summary
Sometimes you need to adjust an order after placing it - you've double-booked a product, or realised you already have stock on hand. How you do this depends on the type of order. This guide covers orders placed in Edify and manually added deliveries.
For changes made while accepting or after a delivery has been accepted, see Accepting Deliveries. To fix a manually added delivery, see Adding a Delivery Manually.
‼️ Changes to quantities made to POs in Edify don't reach the supplier. Always agree a change or cancellation with the supplier first.
Orders still waiting for approval
If a rule has held your order, it hasn't been sent - there's no PO and the supplier doesn't know about it. Don't contact them.
To change or stop it, contact an approver at your company. An approver can edit the quantities and the delivery date before approving, or decline the order so nothing is sent. See Approving Orders.
Everything below applies once an order has been approved and sent.
Changing or cancelling an order placed in Edify
To change (remove a product, adjust a quantity) or cancel an order, contact the supplier directly first. Whether they can do it is at their discretion.
If the supplier agrees to a change:
From the left-hand menu, open Deliveries
Find the order in the Upcoming tab and click into it
Update the quantities to the newly agreed amounts
Click Save (top right)
Confirm the rest of the delivery as usual when it arrives
If the supplier agrees to cancel:
From the left-hand menu, open Deliveries
Find the order in the Upcoming tab and click into it
Click Delete (the red bin icon)
This tells the system no stock was received, keeping your reports accurate. The supplier should update or reissue their invoice to match.
Deleting a delivery is permanent and can't be undone - be certain the delivery won't arrive before deleting it.
⚠️ Only those with Admin permissions can delete orders
CPU orders
Orders from a CPU work a little differently: you can change them yourself up until the CPU's cut-off time. Once the cut-off has passed, changes can't be made - contact the CPU directly.