Change Orders

Sales > Change Orders

AccountEdge will track any changes made to a quote or an order. When using Change Orders, you’ll be able to track what changed on the estimate and include change order notes on the estimate given to the client.

Change Orders will track changes to quantities, price, discounts, descriptions, and new lines added to an estimate.

You can use the default change notes provided or edit them.

To track Change Orders

1

Go to the Setup menu and select Preferences.

2

Click the Sales tab.

3

Select Track Change Orders on Quotes and Orders [System-Wide].

4

Click OK to close the preferences window.

5

Go to the Sales command center and select Sales Register. The Sales Register window opens.

6

Select the Orders tab.

7

Double-click the quote or order to be changed. Enter the changes.

8

Click OK to accept the changes. The Change Order window appears. The default information shows the changes, however, this information can be changed.

9

Click OK to close the window.

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Changing the status of a sale

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Reviewing your sales information

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