Updating a Purchase Order with a Change Order
Need to update a purchase order that’s already been issued? Create a Change Order to make adjustments without starting from scratch.
You can use a change order to:
✅ Add or remove items
✏️ Adjust quantities or prices
✍️Update delivery dates
☑️Add notes or special instructions
❌ Correct errors in the original order
Creating a Change Order on Desktop
Open the purchase order you want to update.
Click “CHANGE ORDER” button at the top right of the order summary.
Make your edits and ISSUE CHANGE ORDER.
A new PO revision will be created.
Creating a Change Order on Mobile
Open the purchase order you want to update.
Tap the three-dot menu in the top-right corner.
Select Change Order
Make your edits and ISSUE CHANGE ORDER.
A new PO revision will be created.
Note: If the Change Order option is missing, it’s likely because the purchase order has a sync message that needs to be resolved. ⚠️ Until the sync message is cleared, creating a change order is disabled.