Edit a purchase request
Update line items, quantities, or notes on a DRAFT purchase request.
Open in dashboardSuppliers โ Purchase Requests
Overview
Edit a DRAFT purchase request to fix mistakes, adjust quantities, or update notes before it's approved. After approval, the PR is locked.
When to use it
- Fixing a typo or wrong quantity on a DRAFT PR
- Adding or removing line items before approval
- Updating unit price or tax type
- Attaching last-minute notes for the approver
How to use it
Video tutorial coming soon
- Go to Suppliers โ Purchase Requests.
- Find the PR โ it must be in DRAFT status.
- Open the row action menu and choose Edit.
- Adjust line items, quantities, prices, tax types, or notes.
- Click Save.
Tips & gotchas
- Only DRAFT PRs can be edited. Once approved, the PR is locked.
- If you need to change an approved PR, cancel it and create a new one.
- Adding a line item doesn't trigger re-approval automatically โ it stays DRAFT until you approve.
- Removing an item you already deleted won't error โ the form is idempotent.