Vendor Info: Adding and Modifying from a Change Order Form

Get more control, accountability, and traceability when editing important vendor attributes from a change order form:

• How to add a vendor to a change order form
• How to modify vendor information from a change order form

How to add a vendor to a change order form

1. From a Change Order Form, click on “Affected Items”
2. Click on the + button to add an Item or Vendor:
3. Select “Vendor” from the Search Drop Down Menu:
4. Search for your Vendor and click on their name:
5. Click on your Vendor to select it. You can select as many as you want to add. Do not click on anything in the window that opens:
6. Click on the -> next button to add more information:
7. On this page, you must select a response from each of the required (*) drop down menus even though they are not applicable. Be aware, this is a very wide screen and you may need to scroll right to see it all.
8. Click the Checkmark “Finish/Add Item” Button
9. The Vendor will now show up as an affected item in your change:

How to modify vendor information from a change order form

1. From your Change Form, go to the left navigation bar and click “Item Changes”
2. Click on the caret next to your vendor in the “Affected Items” pop-out menu:
3. From here, click on your desired type of change. From the generated window, you can add (+), delete (Trashcan), or modify (pencil) anything related to your vendor:

Document Changes Window

Attribute Change Window

General Change Window

Contact Change Window