Sometimes you need to make changes to a PO after you've issued it. You can also adjust a PO to handle overages, damages, or returns. 


Note: back-orders or partially-received orders are handled using Receive Order (Mobile / Web app).

 

To learn more about correcting a PO after an order is received, read our Receive Order: Advanced Topics article.

  

 

How to issue a change order (mobile)


  1. Open your PO from the Orders page.
    If your PO has been received in full, it will be in the Order History tab.
     
  2. Scroll down to Documents and attach your invoice.
    Tap the plus icon, then tap Take a photo / Add document. If applicable, attach the invoice that you will match your order to.
      
  3. Click Change Order at the bottom of your ticket (scroll down).
     
  4. On the Creating Change Order page, you can make the following changes:
     
    • Add new line items. 
      Tap the plus icon, on the bottom-right and fill the form. If it's a rental, select Rental from the Item Type drop-down list.
        
    • Edit line items. 
      Tap Edit item details from the item card to make changes. All fields are editable.
       
    • Delete line items. 
      Delete items by tapping the trash icon.
       
  5. Review all the item details. 
    This is your last chance to catch errors!
     
  6. Click Issue Change Order.
     
  7. Select Yes or No to include your supplier in the correspondence. 
    All change orders will be sent to accounts payable and the PO distribution list automatically. Selecting Yes will also send it to the supplier.


Your PO has been sent!


! If your PO shows as partially-received, you must use Receive PO again (if your items are on-site).

 


  

 

Next step

Receive Order (Mobile)

 

 

Tips and tricks for success

  • Made mistakes and want to start over? You can exit the form without saving and start over.
     
  • Always attach the supplier's updated quote or invoice to the change order. This is important for your friends in accounting!

 

 

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