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Deleting a purchase order in the app removes it from the engine with its scanned paperwork, and Zoho’s copy is deleted within a minute. Its number stays used.

Before you start

  • You are signed in as a technician or higher. An apprentice can see purchase orders but cannot raise or delete one; see Roles and what they can do.
  • The number does not come back. A number goes back only when a counter purchase order sheet is closed before it is saved, and only while it is still the newest one handed out; see How purchase order numbers work.

Steps

1

Find the purchase order

Open Purchase orders and swipe the order to the left.
2

Delete it

Tap Delete, then confirm. The app removes the order and its scans, and the engine queues a delete for Zoho.

How you know it worked

  • The purchase order is gone from the Purchase orders list.
  • Within a minute the purchase order is gone from Zoho.

If it did not work

  • The app says the order was deleted but its paperwork could not be removed: the row is gone; the scan file was left behind and does no harm.
  • Zoho’s copy is still there after two minutes: see Fix a record that did not sync.