• Updated

How to change Vendors within a pending Order Request

Goal:

  • Change the Vendor initially entered in an Order Request.
  • Adjust the Vendors selected within a Pending Order.
  • Update the Vendor that was entered within a submitted Request.

 

Steps:

  1. Go to Request → Order. 

  2. Find and select your pending request.

  3. Select options.png across the line item you need to update.

  4. Select Edit Item. 

  5. The order form will be shown where you can update the vendor. 

  6. Once done, select Add Order Item at the bottom. 

 

Additional Information:

  • If the order has already been approved and ready for purchase, please see how to update the Vendor name from this article.