OverviewA Change Order allows you to modify an issued Purchase Order to account for necessary adjustments. Key Features of a Change Order:
For handling partially received orders, use the Receive Order function. |
How to Issue a Change Order
Step 1: Open Your PO
Go to the Dashboard.
Locate and open the PO you need to modify.
Step 2: Create the Change Order
Scroll up and click the 3-dot (...) menu at the top-right of your order.
Click Change Order
From here you can:
Move items between Purchase and Rental.
Delete items using the trash icon.
Edit line items (all fields are editable).
Add new Purchase or Rental items.
Add Bill of Material items
Discount Items (Add a negative sign in front of quantity)
Step 3: Review & Submit
Click Preview PO.
Carefully review all details—this is your last chance to catch errors.
If you need to make changes, click Close to return to editing.
Click Issue Change Order.
- A revised PO will be sent to your accounting team, project team (if subscribed), and the supplier (if selected).
Confirmation
- Your Change Order has been successfully sent!
Important: If your PO shows as partially-received, you must use Receive PO again if your items are on-site.
Need help?
There are three ways to reach our Customer Support team:
- Send an email to [email protected]
- Call us toll-free at 1-833-712-5021
- Chat with us in our web and mobile apps