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Editing and Customizing Orders
Editing and Customizing Orders

Edit and customize your Purchase Orders, Work Orders, and Estimate Requests.

Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

Editing and Customizing Orders


Change the status of the purchase order as needed. The item(s) will automatically update the products and services with an order status. For example, if you change the status of an order to ship- the items on the proposal will receive the “ordered: shipped” tag.

Change Order Status in Order

To change the overall order status select the pencil icon on the top right of the order information.

Then click the status dropdown menu.

This will show you a list of set order statuses you can choose from. Once you have selected a status you will select done on the bottom right of the pop-up.

Change Order Status in Project Order Index

To add or change the status of an order from a project's order index screen, click on the three dots beside the order to open its More menu.

Then select Edit Status.

Click on the down arrow to open the dropdown list and select the status you'd like to apply to the order.

Then select Save.

Your order's new status will now show.

Status Notes

Internal notes for you and your team. To add a status note, click "Add Status Note."

From here you can type any note you want to leave. Once you are done be sure to click "Save" at the bottom right corner.

To edit a status note, select the three dots on the far right, then click "Edit."

**Note** You can have multiple Status Notes. If you don't see a note you've added to this order, be sure to click the " v " by Status Notes.

To delete a status note, select the three dots on the far right, then click "Delete."

Shipping Address

Type in the shipping address or choose one from your list of addresses. Select the three dots on the far right of the shipping address field, and click "Select an existing Address," or "Enter an address."

The existing addresses will include addresses you have included in your studio settings such as receivers, your business address, and any client addresses.

Enter an address will allow you to type in an address.

Once you have added an address, should you need to edit or remove the address, you can do so by clicking on the three vertical dots and click "Edit address" or "Remove address." You can also click "Select an existing address" to override the address selected.


Add in specific notes/ instructions to your vendor directly on the line items. Click "Add notes," and type out what you want. When you are done you will click "Save." This is great place to notate your selections for custom products.

You can also leave a note for the Vendor by selecting the "Public Note" option.

These notes are anything you want to include that is not already part of the Order header/footer that is set in your studio settings. Once you are done you can select to "Save."


Attach any supporting documents here. Attach a drawing, sketch, photograph to accompany the PO. Select "Add files," then upload any documents you are wanting to attach.

First choose "select files." It will open your computer files and you can select what files you would like to upload.

Then if you wish to rename any files you will click on the file name itself and edit the file name as you please. Once you are done, you will click "upload."

Once you have uploaded the files you will have 2 options on the right of each file. The pencil is if you want to edit the file name. While the "-" is if you would like to remove the file.

If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!

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