This article is meant to assist internal support reps testing in wesuite. Customers should instead review WeSuite's support documentation.
Once a Job has been imported from WeSuite and created in Sedona, you have the ability to create a Change Order within WeSuite.
In WeSuite, locate the “Won” Job under Proposals and Right-click on it.
Select “Add Change Order”
The “Adding a Change Order” screen will open.Some information will auto-populate from the Customer base job but some required fields will need to be completed.
Select “Continue” when finished.
The Job Window will open to create the New Quote.
Once the Change Order is completed, continue with the Accounting, and import process.
