You can amend the job order details before you download the document or after it has been downloaded. All the order information in shown in the Detail Pane. When you review the request there may be queries or you may receive a request for an amendment to the order. Details contained within the tabs can be updated.
To amend an order:
1.
Make the changes required in the tabs and update the price if necessary.
2.
Click .
3.
Enter details explaining why the change was made.
1.
Details entered in this window are shown in the Details tab.
2.
Click Save to continue.
4.
View the Details tab. The change has been made to the order and the notes are shown so that any changes can be tracked. Even if no details were entered the date, time and user name is recorded.
Example showing where the change notes are displayed
5.
(Optional) If you require the change to be confirmed by the customer change the status to Quote Sent. When the status is changed an email is sent to the user telling them that they have received a quotation. They are then able to accept or reject the change. Only price changes are shown on the Orders Web page. Any other amendments need to be agreed before the status is changed.
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Accepted Quotation. If the user accepts the quotation the order the original order is changed to 'Deleted' and a new order is placed containing the quotation information.
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Rejected Quotation. If the user rejects the quotation the order status is changed to 'Deleted; and removed from the PrintStation
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