Edit the PO Number on a Booking

Steps to Edit a PO Number on a Booking

Related Help Guide Pages

• Invoices Overview

• Commit a temporary Invoice

When a customer contacts you to inform you that they’ve provided an incorrect PO Number for their booking, it’s essential to have the ability to swiftly update the PO to the correct number before their Invoice is generated. This ensures the customer receives their invoice with the accurate PO Number, preventing any potential confusion or administrative issues. Having this option not only streamlines the process, but also enhances the customer’s experience by demonstrating efficiency and attention to detail in addressing their needs.

Open

Follow this page to learn the steps for Editing a PO Number on a Booking

Edit the PO Number

Locate and update the PO Number on a Booking

These steps will guide you through locating and Editing the PO Number for a Booking

1. From the Main Navigation Menu, select ‘Accounts'

   Open

   

    

2. This will open the Accounts DataGrid

   Open

   

    

3. Use the available DataGrid filters and/or the search to find the Customer Account, you can do this by searching the Account name or Account ID

   Open

   

    

4. Right-click on the Account and select the ‘Bookings’ context menu option

   Open

   

    

5. This will open the Accounts Booking DataGrid

   Open

   

    

6. If the Account has multiple Bookings, search for the booking by using the Search bar, or you can achieve this by applying a filter for 'PO Number' - 'Contains' - enter the current PO number

   Open

   

    

7. Once you have found the Booking, right-click on the Booking and select 'Edit PO Number'

   Open

   

    

8. Update the PO Number to the New PO number

   Open

   

    

9. Click the Save & Close button

   Open

   

    

10. To ensure that your PO Number has been saved correctly, add the ‘PO Number’ column to your DataGrid

    Open

    

FAQ’s

Can I bulk Edit PO Numbers for multiple Accounts?

Yes! PO Numbers can be bulk edited within the Bookings DataGrid of the Account, if you select the Bookings and then use the ‘Bulk Edit’ option, you can update the PO Number there.

Open