Revising Orders Using Survey Drawings

Video Guide: Revising Orders Using Survey Drawings

Amendments made by surveyors will not normally affect the value of an order. Watch this step-by-step guide if price needs to be updated due to technical amendments.

 

 

Key Points: Revising Orders Using Survey Drawings

1. Navigate to the original quote
On the order page, navigate to the general tab, and click quote reference.

2. Go to quote overview


3. Add drawings for each item on the quote
For each item, next to add drawing, click more, then import.
 

4. Search for the order
In the dialog window, select order, then search for the order using the reference number. Choose the relevant item number and drawing number (the number of the survey drawing). Click Create new drawing by copying this.

5. Create a new quote
Once all survey drawings have been imported, click the open quotes window to create a new quote.
Add all the new drawings, click update.

6. Open the new quote
Go to quote matrix, select the newly created open quote.


7. Publish quote
Click update drawings, then publish quote.


8. Revise order
Click revise existing order, select the relevant order, click revise selected order.