Change Orders

Improveit 360 Lightning Experience has pre-built functionality to track the Change Order total on every Sale record. Sale Items which are added to the Sale on the initial Save action, or when Adding Sale Items while the Sale is in the "In Review" Status, the Sale Item Type will default to "Original." The Sum of the items with "Original" as their Type will be displayed in the Original Sold Price field. Sales which are still in the In Review status will not be eligible for a Change Order. The Sale must be Approved in order to add Change Order Sale Items to the Sale. 

Watch the 2.5min video or follow along with the Article below. 

To add Change Order items, first, be sure your Sale has an Approved On Date. 

On the Sale Page click the Create Sale Item button

Here you will select the Product(s) being sold as part of the Change Order. 

Note that the Type Field defaults to Change Order

Also note that there is a Staff field, which defaults to Sales Rep 1 but can be changed in the event that you plan to Commission reps on the Sale Items uniquely. 

If you only have one Sale Item to add for the Change order, click Save. Or use Save & New to add multiple Sale Items to the Change Order.  

From the Sale page, click on Change Order to see only the Sale Items which have a Type of Change Order. 

Note the Change Order tab will only display Sale Items with a Type of Change Order. 

From the Sale Items Tab on the Sale page you will see ALL Sale Items whether they are a type of "Original" or a Type of "Change Order"