Purchase - Article update

Purchase - Article update

Goal

This article shows how to update an existing purchase article. You will open the articles page, search for the item, open it, and make the required changes. Edits are saved automatically.

Procedure

Step 1: Open the articles page

In the left menu, go to Purchase > Article. You can also open articles directly to see the article overview.


Step 2: Find the correct article

Use the search field at the top of the overview. Type part of the article name, code, or any keyword to filter the list until you see the item you want to update.


Step 3: Open the article

Double-click the row of the article to open its details page.


Step 4: Make your changes (auto-save)

Edit the fields you need, such as name, description, supplier details, cost/price, unit, or other properties. Changes are saved automatically. When you see the save confirmation, you can close the page.


Idea
Tip: If you cannot find an article, clear the search text and try a shorter keyword. You can also sort the columns to bring the most relevant items to the top.
Warning
Changing an article may affect future purchasing and pricing. Review your edits before closing. Some fields may be restricted by your user permissions.
    • Related Articles

    • Record an Inbound Delivery for a Purchase

      Goal Record an inbound delivery for goods received from a supplier, update stock, and track batch numbers and shelf locations in the system. Procedure Step 1: Open the purchase Go to the top menu Purchase and open the purchase you want to receive ...
    • Purchase - Article delete

      Goal This guide explains how to delete one or more articles in the Purchase area. Deleting removes the item from the articles list in the system. Deleting an article does not change existing quotations or orders. If an article is already used in a ...
    • Purchase - Add article

      Goal This article explains how to add a new article in the system for purchasing. You will create the article record, complete key fields, and add pricing and settings. Procedure Step 1: Open the articles overview In the Purchase area, click Article ...
    • Update activity

      Goal This article explains how to update an existing activity. You will learn how to open the activities list, find the correct record, and make changes. The system saves your changes automatically. Procedure Step 1: Open activities From the main ...
    • Company - Update

      Goal This article explains how to find an existing company and update its information in the system. You will open the companies page, search for the company, open its record, make your changes, and finish. Changes save automatically. Procedure Step ...