Prerequisites
Ensure you have permission to view and edit/change orders.
Verify that the order has been approved and sent to the supplier.
Step-by-Step Instructions
Step 1: Open the Order
Click on the Purchase section.
Locate the Orders tab, which will open the Orders module.
Search for the order number of the order you wish to change.
Alternatively, use the Global Search bar at the top to find the order.
Open the order once located.
Step 2: Use the "Change Order" Option
Under Order Actions, click on Change Order.
Proceed to submit the changes as required.
Step 3: Integration with Accounting System
If your ProcureDesk is integrated with an accounting system like QuickBooks, the change order will be automatically pushed to the accounting system.
Step 4: Send Change Order to Supplier
If you wish to notify the supplier, check the "Send Change Order" checkbox at the bottom of the screen.
Selecting this option will trigger an email titled "Change Order" to the supplier, notifying them that the purchase order has been modified.
FAQs
I don't see the "Change Order" option. What should I do?
Ensure you have the required permissions.
Contact your company's administrator to verify your access.
Reach out to ProcureDesk Support for assistance.