Overview

A Change Order allows you to modify an issued Purchase Order to account for necessary adjustments.  


Key Features of a Change Order:

  • Modify PO details after issuance.

  • Move, add, edit, or delete line items.

  • Ensure accurate documentation before submission.

Note: Back-orders or partially-received orders are handled using

           Receive Order (Mobile / Web app)


How to Issue a Change Order (Mobile App)

Step 1. Locate your order on the Orders page & tap to open it


Step 2. Create the Change Order

  • Tap the (...) menu to access the Change Order feature
  • On the Creating Change Order page, make necessary changes:
    • Add new line items
    • Edit line items
    • Delete line items
    • Discount line items (Add a negative sign in front of quantity)


 

Step 3. Review & Submit

  • Carefully review all item details - this is your last chance to correct errors.

  • Tap Issue Change Order

    • A revised PO will be sent to your accounting team, project team (if subscribed), and the supplier (if selected).


 

Need help?

There are three ways to reach our Customer Support team: