Change Orders

Change Order - Before submitting a change order get written approval from your manager for the change.  Once you have approval from your manager, download and fill out this change order sheet.  When filling out this sheet  make sure that you are crediting the current list price (note: this is a change from 2023).  

You will need approval from the CFO/CEO in this sheet before offering the change order to the customer.

 Once you get approval and the change order form is filled out, send it to be signed by the customer.  Only after the customer has signed send the form to Russell via Docusign to be countersigned.

Once you have the fully signed change order upload it to the op and fill out the change order section in the opportunity.  Once all of the necessary fields are completed check the change order box in the first line of the section and press save.  Finance will now make the change in SalesForce and delivery will be notified.  Make sure to follow up and check that all of the necessary changes were made.

If you are submitting a change order to an opportunity that has already had 1 or more changes the process is as follows.

• Do not erase any of the previous information in the change order section in Salesforce.

• Add a date to the information from the original change based on the date that the change order was signed.

•  Add the information from the new change order with the date that the new form was signed.

• Once all of the changes are updated, untick the change order box in the first line and press save.  Immediately after, go back into the change order section, tick the change order box and press save.

• Here is an example of an opportunity with multiple change orders.

• Finance will now be notified to change the products in the opportunity and update delivery.