Make a change order

Last updated: August 28, 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. Open the original sales order and go to its Change tab: each change order gets its own tab there, alongside a Final Order tab showing the order with every change applied.
The Changes tab on a sales order: one sub-tab per change order plus a Final Order sub-tab, showing a change order's added and removed line quantities and their effect on the total
A change order adding 5 wrench sets and removing 3 angle grinders
Good to know. Change orders keep the original order intact and give you an auditable trail of what changed.

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