How to edit Project specification details?

Owned by Kasia Czwarkiel (Unlicensed)
Last updated: Mar 02, 2017

Before Quote was sent to Customer Contact

You may want to edit the specification details after supplier provided their price for a project  (where responses from Suppliers have been received).

In order to do it, follow the below steps:

  1. Go to your Quote
  2. Scroll down to 'Specification' section
  3. Clicl on the spanner icon
  4. Update specification details
  5. Hit Save
  6. Select what action should be triggered as a next step

  • Re-send all supplier quote requests - this will clear all suppliers prices AND will send 'REVISED QUOTE REQUEST' email
  • Clear all supplier prices (but keep suppliers) - this will clear the prices but WILL NOT trigger an email notification to the suppliers ( as the changes to the prices might have been discussed in advance and you as a buyer will enter them on behalf of the suppliers)
  • Remove all suppliers and prices - this will allow new suppliers to be invited to quote a request. Once suppliers are invited a notification will be sent to them advising to provide their prices.
  • Do nothing (keep suppliers and prices) - after specification details are updated there will be no changes to the suppliers selected to bid on this request and the prices they have already provided will remain unchanged.


6. Select Continue

After Quote was sent to Customer Contact

If for some reason you want to edit your project specification details after the project was quoted back to your Customer Contact, you can still do that. Make sure you follow the below steps:


  1. Go to your Project (Job)
  2. Unlock your Project
  3. Clicl on the spanner icon
  4. Update specification details
  5. Hit Save

  6. Select what action should be triggered as a next step

  7. Select Continue
  8. If you selected the following
      • Re-send all supplier quote requests
      • Clear all supplier prices
      • Remove all suppliers and price

where you already placed an order with a supplier and approved it ( Purchase Invoice was entered) - you will be asked if you want to revoke the current Purchase Order

If you revoke Supplier's PO - they will receive an email advising of revoked PO. Once new PO is submitted for the project the supplier will receive  an email advising of REVISED Purchase Order.

      8. Please make sure that you Lock the Project back.



Please bear in mind no further changes can be done to specifications once a Project is in 'Complete' status.