Add Product Items to a Change Order
Introduction
Product Items are pulled from the Product module, which your company manages. Below is an overview for how to search for, filter, and add Product Items to your Change Order.
Search Product Items
1. Hover over the Product Name field and click the database icon to the right of the field. A Product List will open.
2. To view more Products in the Product list, click the forward arrow in the bottom right. By default, Products are ordered by Last Modified Time.
3. When you start typing the Product Name in the Search box, it will automatically start showing all Products that start with the letters you have typed. This is often referred to as "type-ahead" search.
4. You can narrow your search by adding/removing columns from your Product List View. Click the add column icon beneath the Search Product Name/Product box, search for the column you want to add, check the box next to the column, then Save.
Filter Product Items
1. Once you have selected the appropriate columns, you can filter them by clicking the filter icon in the top right.
2. Enter your filter criteria in one or more of the Columns, then click Apply Filter. The Products will now be filtered based on your criteria.
Add Product Items
1. Once you have found your Product, click the radio button to the left of the Product Name.
2. The Product will automatically be added to the Product Changes form. In addition to the Product Name, the Product's Description, List Price, and Quantity (defaulted to 1) will be auto-added.
Info
If the product you selected has no price, you can enter it into the List Price field.
3. To add more Products, click Add row button.
Related Articles
Add Change Order Tasks
After approving a Change Order you can assign tasks to ensure the job and all related items are updated accordingly for the Change Order. This article provides an overview on the different types of tasks, how to add the tasks, completing tasks and ...Create a Change Order
1Stop makes it fast and easy to create, preview and send custom Change Orders for digital signature. This article covers the basic steps required to Create a Change Order including the automations that occur upon creating a Change Order. Steps to ...Review and Finalize a Change Order
Introduction After a Change Order is created, we recommend you review all fields before sending the Change Order to the client. You may also decide to add more Product Items or complete other appropriate fields based on the specifics of the job ...Change Orders
1Stop makes it fast and easy to create, preview and send custom Change Orders for digital signature. This article covers the basic steps to Create a Change Order. Create a Change Order 1. From the Sale record you want to create a Change Order for, ...Add Reversing Change Order
If you need to reverse an approved change order you can automatically create this reversing Change Order by selecting the Add Reverse Change Order button. This article provides the step by step instructions to complete the creation of a reversing ...