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)

Step 1: Open Your PO

  1. Go to the Orders page.

  2. Locate and open the PO you need to modify.

Step 2: Create the Change Order

  1. Tap the (...) menu to access the Change Order feature

  2. 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

  1. Carefully review all item details—this is your last chance to correct errors.

  2. Tap Issue Change Order



 

Need help?

There are three ways to reach our Customer Success team: