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Edit existing purchase orders with Square for Retail

Who is this article for?
This article is for business owners and their team members with inventory permissions who want to edit existing purchase orders from their online Square Dashboard or the Square Retail POS app. This is a feature available with Square for Retail Plus or Premium. Learn more about Square Staff and custom permissions.

About editing purchase orders

With a Square for Retail Plus subscription, you can update purchase orders to stock up on products, track vendors, and receive inventory.

Before you begin

Existing purchase orders can be purchase orders you received, created or previously imported. Learn how to:

Edit purchase orders

You can edit purchase orders from your Square Dashboard or the Square Retail POS app.

From the Square Dashboard

  1. Sign in to your Square Dashboard and go to Items & orders > Items > Inventory management > Purchase orders.
  2. Click the purchase order you wish to edit.
  3. Click Edit Order > update the order details.
  4. Click Save.

Editing a purchase order does not automatically generate a new email to your vendor. To ensure they receive the updated order information:

  1. From Purchase Orders, click (•••) to the right of the purchase order.
  2. Click Send as Email.
  3. Include a note to explain that the purchase order has been updated.
  4. Click Send.

From the Square Retail POS app

You can also edit an existing purchase order directly from the Square Retail POS app on any compatible device (iPhone, iPad, Square Terminal and Square Register). To get started:

  1. Tap Inventory from the Navigation bar at the bottom of the Square Retail POS app.
  2. Tap Purchase Orders > tap the appropriate purchase order under the “Active” list.
  3. Select the item(s) needing update to open the “Modify Receiving Item” screen.
  4. Edit the appropriate information and repeat those steps for any affected items.
  5. Tap Save to finish editing.

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