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How do I add items to an existing Purchase Order, Work Order or Variation/Change Order?
How do I add items to an existing Purchase Order, Work Order or Variation/Change Order?

Learn how to add an item to an existing Purchase Order (PO), Work Order (WO) or Variation/Change Order without having to recreate the PO.

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Written by Kalya Ryan
Updated over a week ago

We know that it's sometimes necessary to add forgotten items to existing POs, WOs or variations. To do this, follow these steps:

  1. Navigate to Jobs in Buildxact and select a job.

  2. Click on Actual Costings.

  3. If the items or categories needed are not included in the Actual Costings, click to add.

  4. Select the items you want to add to the PO or variations.

  5. Click on Add to Existing Order or Variation.

Clicking on Add to Existing Order or Variation will open the following screen.

  1. Click in the search bar and include the PO or variation number or begin typing the name or description of the PO, WO or variation needed.

  2. Select the order or variation.

Please note that only orders that have the status 'Unsent' or variations that are 'Pending' will be visible.

Clicking on Select will open the respective Order/Variation with the selected items populated.

You can then save the Order/Variation with additional items. Clicking cancel will remove the items.

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