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Edit and Delete Memos

Edit and Delete Memos

This feature allows you to edit and delete any memo relating to a purchase order. These memos will also be logged in the suppliers module, on the supplier’s profile who provided the goods for the purchase.

Purchases Edit and Delete Memos

Find the Memo You Wish to Edit/Delete

1 Select from the left-hand side the purchase order for which you wish to see communications.

Purchases Edit and Delete MemosPurchases Edit and Delete Memos


2 Tap on the ‘Memos’ button, located at the bottom of the screen.

Purchases Edit and Delete MemosPurchases Edit and Delete Memos


3 Tap on ‘View Memos and Communications’.

Purchases Edit and Delete MemosTint Purchases Edit and Delete Memos Purchases Edit and Delete Memos


4 A new window will pop-up, showing all logged communications, including the title, date and method of contact. Tap to select which memo you would like to edit or delete.

Tip
Use the search bar to find specific memos. For help on searching and filtering memos click here.

Purchases Edit and Delete MemosTint Purchases Edit and Delete MemosPurchases Edit and Delete Memos


5 Tap the memo you would like to edit/delete, then slide your finger to the left, which will reveal two icons.

Tap the Pencil Icon to edit and the Bin Icon to delete.

Tip
Any changes made to memos will be saved, with the previous drafts accessible by tapping on ‘View Edits’, located at the bottom right-hand side of the window. This button will only appear if an edit has been made.

Purchases Edit and Delete MemosTint Purchases Edit and Delete MemosPurchases Edit and Delete Memos

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