How to Cancel Items on a Purchase Order in Zoho Books

This article will show you how to cancel items on a purchase order in Zoho Books. 

Resolution

Scenario: Patricia creates a purchase order with three items and send it to Bailey, her vendor. Baileys confirms that 2 items are available and 1 item is out of stock. On receiving the two items, Patricia pays Baileys for the items received and modifies the purchase order accordingly. She cancels the item(s) in the purchase order (In this case, the item that was out of stock).

To cancel item(s) in a purchase order:

  • Go to Purchases > Purchase Orders.
  • Select the purchase order for which you’d like to cancel items.
  • Click the More > Cancel Items.
  • Select the items that you’d like to cancel along with their quantity.
  • Click Save.

Now, the items that you have selected will be cancelled and the status of your purchase order will be changed to Closed.

Insight: In a Partially Billed purchase order, only items that are not billed can be cancelled.