How to Remove a Purchase Order from a Stock Record

Modified on Mon, 3 Mar at 11:15 AM

In Navigator, there is no direct "remove" option for purchase orders within stock records. However, you can effectively clear a purchase order by posting it with a zero value. This method ensures that the purchase order is no longer linked to the stock record while maintaining a proper audit trail.

Steps to Clear a Purchase Order from a Stock Record

1. Access the Vehicle Administrator Toolkit

Go to Vehicle Administrator Toolkit > Purchase Orders.

2. Select the Purchase Order to Remove

Locate the purchase order linked to the stock record.
Single-click the purchase order to select it.

3. Post the Purchase Order with a Zero Value

Click Post.
In the Delivery Note field, enter a reference number (e.g., "PO Removed").
Post the order with a zero value.

4. Confirm the Purchase Order Has Been Cleared

The purchase order will now be removed from the list.
It will also be disassociated from the stock record.

Why Use This Method?

✅ Maintains an Audit Trail – The action is logged for reference.
✅ Ensures System Integrity – The stock record remains intact without incomplete purchase orders.
✅ Prevents Future Errors – Reduces the risk of mismatched costs or stock inconsistencies.