Vendor Change Orders

During the life cycle of a job, there may be times when a change order is necessary to document changes in the quantity, delivery, or even the invoicing of the job. A change order may be initiated by either the buyer or the vendor, but requires both party’s approval before the job may continue through production.

Once a change order has been initiated, all production tasks associated with the job are locked until the change order is completed.

Change Order

Creating a Vendor Proposed Change Order

Open the job you would like to start a change order for, and click on the job tab.

Change Orders

Click Start a Change order.

Change Order

From here you can edit specifications, add items or tasks, or make financial adjustments to the specifications.

Change Order

Here is an example of a vendor initiated change order. New items or tasks are in green, modified specifications are in yellow, and anything removed is in red.

Change Order

Once you have made the necessary changes to the specifications, click Submit to alert the buyer to the proposed change order.

Change Order

Revising a Buyer Proposed Change Order

If the buyer has initiated the change order, and there are additional revisions that need to be made before approval, click Revise to enter the specification editor and make any necessary adjustments.

Change Order

Once completed, click Submit to alert the vendor to the revised changes.

Change Order

Accepting, Rejecting, or Forwarding a Proposed Change Order

If the buyer has initiated the change order, and all parties are in agreement that the changes should be made, click Accept to accept the changes and continue with production of the job. You may also completely reject the change order, or forward it to another member of your team for their approval.

Change Order

Contact Us for Personal Assistance