Changes on a purchase order don't sync back to the Product Board. To update an item's specifications on both, remove it from the order, update it on the Product Board, then add it back to the same order.
If it's the only item on the order, cancel the order, update the item on the Product Board, then create a new order from it. See Create Your First Purchase Order.
Step 1: Remove the Item from the Order
Open the purchase order in Orders and select Edit PO.
Select the × at the right end of the item's row.
Confirm any prompts, then select Save changes.
Step 2: Update the Item on the Product Board
Open the item on the project's Product Board, update its specifications, and save your changes. Once the item is off the order, its fields are unlocked, so you can edit them directly.
Step 3: Add the Item Back to the Same Order
Return to the same purchase order and select Edit PO.
Select Add items above the item list.
Select the updated item, then choose Add to PO.
Review its specifications, quantity, and pricing, then select Save changes.
Note: Add the item from the existing order. Using Products > Bulk Actions > Create Order starts a new purchase order instead.
Good to Know
Locked fields: while an item is on a purchase order (including a draft), its Specifications and Pricing fields are locked on the Product Board. Click Unlock item to edit them. They lock again when you close the item, and changes made this way don't update the order, so use the steps above.
Troubleshooting
Problem | What to check |
The updated item doesn't show up in Add items | It needs to match the order's project, supplier, and ship-to. Make sure you saved the order after removing the item, so it's no longer on an open purchase order. |
I can't remove or edit the item | Check the restriction Gather shows for the order's status or the item's fulfillment state. |
The order still shows the old specifications | Make sure the Product Board changes were saved before you added the item back, then save the order. |