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How to Change the Vendor on a Work Order

ethan-lieber-ceo-latchel
The Latchel Team
June 3, 2021
How to Change the Vendor on a Work Order

This work order modal contains both the Vendor assigned to the job and the specific job instructions/requirements for the Vendor.

How to Change the Vendor on a Work Order Step-By-Step Guide

How to Change the Vendor on a Work Order

Method 1). Via the Take Action button on the Work Order

Step 1). From a Work Order click the Primary Take Action Button, select Remove Vendor

Step 2). Refresh your page then select the Secondary Take Action button

Step 3). Select the appropriate Vendor from the prompted list, then Submit

How to Change the Vendor on a Work Order

Method 2). Via Vendor Modal

Step 1). Click on the 3 dots inside of the Vendor modal, then click on Change Vendor

Step 2). Select the appropriate Vendor from the prompted list, then Submit

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