Edit a posting document
Please note that the feature of editing the posting document is available from the Business subscription plan and above. To edit a document, you need to configure access rights. Read more about user access rights in the Inventory block in this article.
To edit a posting document, go to the Inventory > Posting page and select the desired posting by clicking on its number.
You can edit the document:
Change the posting supplier by closing the previous one and selecting/creating a new one.
Change the document number.
Select another warehouse for posting.
Add products to the document.
Delete products from posting.
Select another cell for the item by clicking on the cell number.
Change the price and quantity of the item in the posting document by clicking on the amount.
Important: you can edit a document only if there has been no movement for any product in it. Movement of an item is considered to be: moving, writing off, adding, and deleting an product in a work order/sale.
Deleting a posting document
Go to the Inventory > Postings page and select a posting by clicking on its number.
Click the delete button and confirm the action.
Important: the document can be deleted only if there are no products added to work orders or sales.
Important: If you click the delete button and see the message “You cannot remove this posting because there are payments associated with it”, you need to delete the posting-related payment. After that, you will be able to delete the posting.
If there is no delete button in the document, this means that the products from this posting were used in work orders or sales and you can no longer delete it. In this case, there are two options.
1. If the products are serial, you can write off the items that were incorrectly posted and make a new posting of them.
2. If the products aren’t serial, you cannot write them off from a particular posting. Therefore it is recommended to return them to the supplier from the posting with an error and then make a new correct posting of the products.