Edit a Prebook

Owned by Former user (Deleted)
Last updated: Dec 04, 2023 by Andres Toledo
2 min read

In this article you will learn how to edit a Prebook and what you can modify in it. With Prebooks that are associated to a Purchase Order you can only edit the price. 

Roles enabled to perform this action: Admin, Sales Manager, Sales, Allocations, Procurement Manager.

Table of Contents

Edit a Prebook

To modify an existing Prebook, do the following instructions:

  1. Go to Prebooks & SOs and select Prebook Summary.

  2. Click on Standard View.

  3. Search the Prebook you are editing.

  4. Click on Edit from the Actions column. This will take you to the Add Prebook screen.

  5. Edit the Prebook information. If you want to change the Quantity and the Price, you will be able to do it immediately, or if you want to change details such as Box Type, Unit Type, or Vendor, go to the Actions column and click on Edit.

If the Prebook is already associated with a PO, the system will only allow you to edit the price. (To make an exception, activate the user setting Allow Price Changes on Purchased Items).

Edit a Prebook by selecting it from the Prebook Summary screen and clicking on Edit from the Actions column.

 

Useful Tip:

You can customize which columns will be displayed in the Add Prebook screen. Just click on the gear icon and check the information you want to see.

 

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