Make a change order

Last updated: June 20, 2026

Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Change Order in the reference.

What this does

A change order records a formal change to a confirmed sales order, such as adding, removing or adjusting lines, without editing the original.

Before you start

A confirmed sales order to change.

Open it

From the sales order, choose Create Change Order (or go to Menu > Sales > Change Order).

Steps

  1. From the order, choose Create Change Order.
  2. Add the changes. A change can carry a negative quantity to take something off the order.
  3. Confirm the change order. The Final Order tab shows the order after all changes.
Change Order – SO-4012LineQty changeExtra consulting+5Setup fee (removed)-1Final Order updated
A change order adding and removing lines simplified mockup
Good to know. Change orders keep the original order intact and give you an auditable trail of what changed.

Related

  • Create a quotation
  • Invoice a sales order