Purchase order line items and fields

Where to find it

Purchase orders → open a draft purchase order → Items / line items section

✅ Common tasks

Add a line item

1. Click Add item in the Items section.

2. Enter the Item Description, Quantity, Unit price, and Tax rate.

3. Choose a Unit or leave it empty.

4. Add a Discount or Expected delivery date if needed.

5. Click Save.

Line editing is only available while the purchase order is still a draft.

Edit or remove lines

1. Open the draft purchase order.

2. Edit the line fields directly in the Items section.

3. Use the unit selector to choose an available unit.

4. Click the remove item icon to delete a line.

5. Click Save.

Section and note lines are visual only and do not count as amounts.

Check totals and dates

1. Review the totals in the purchase order header.

2. Check the line Tax rate, Discount, and Quantity values.

3. Set an Expected delivery date on the line if needed.

4. Clear the date field if you no longer want a date on that line.

5. Click Save.

Line-level delivery dates are separate from the purchase order header date.

🔗 See also

• Purchase orders

• Purchase order tabs, statuses and bulk actions

• Purchase order approvals

• Purchase order matching

• Linking invoices to purchase orders and receipt status