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.
Open the job you would like to start a change order for, and click on the job tab.
Click Start a Change order.
From here you can edit specifications, add items or tasks, or make financial adjustments to the specifications.
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.
Once you have made the necessary changes to the specifications, click Submit to alert the buyer to the 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.