Project Amendments

This page details each step of the basic workflow for a quote request and each available action an admin can undertake at each workflow step.

Supplier Quote Requests Sent

Supplier Quotes Received

Quoted to Customer

Purchase Orders Sent

Delivered to Customer

Supplier Invoice Received

Customer Invoiced

Project Complete

Change Cost Price

Edit on Sourcing tab

Unlock Current Part and Edit on Sourcing tab

Unlock Current Part and Order must be cancelled before amends can be made

Cannot change cost price

Change Sale Price

Edit on Sourcing tab

Use ‘Extra’ Price to adjust

Unlock Current Part and Order must be cancelled before amends can be made

Cannot change sale price

Add 'Extra'

Edit on Sourcing tab

Unlock Current Part and Edit on Sourcing tab

Cannot add extra

Change Quantity

Edit on Sourcing tab

Unlock Current Part and Edit on Specification tab

Order must be cancelled before amends can be made

Unlock Current Part and Order must be cancelled before amends can be made

Cannot change quantity

Change Specification

Edit on Specification tab

Unlock Current Part and Edit on Specification tab

Change Supplier

Select Edit Scenarios on Sourcing tab

Unlock Current Part and and Select Edit Scenarios on Sourcing tab

Unlock Current Part and Order must be cancelled before amends can be made

Cannot change supplier

Change Delivery Address

Edit on Deliveries tab

Click on Edit on Deliveries tab

Click on Unlock Current Part and amend on Deliveries tab

Cannot change delivery address

Delete project part

Click the 'delete project part' button

Cannot delete project part

Revoke Purchase Order

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Unlock the part and view the PO to revise

Cancel Sales Order

Unlock part and cancel on the sales order tab

Cannot cancel sales order