There are primarily two ways to track Change Orders or Upsells in improveit 360.
- Add another Sale Items to an existing Sale (does not require new contractual documents for the customer to sign).
- Create a new Quote and Sale, allowing the homeowner to sign-off on the changes to their contract.
This Article covers option 1. See also: Create a Change Order (video) for option 2.
A Change Order can be tracked using additional Sale Items on the original Sale.
Add a Product Category to your system of 'Change Order' and add a Sale Item of 'Change Order' to the Sale.
This method works well for those who would like to run reports on Sales that had Change Orders. Adding a Sale Item with the Product Category of 'Change Order' and than subsequent Sale Items tracking the additional Products will modify the Sold Price and allow you to run reports on all Sales with a Sale Item of 'Change Order'.
If your organization needs the ability to Report on the Original Sold Price (prior to any Upsells or Change Orders) as well as the total amount of any Upsells and Change Orders, improveit 360's Solution Consultants can create a customization in your system to allow better reporting capabilities around Change Orders and Upsells.
improveit 360 consulting services start at $350 / 2-hour consultation meeting.