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Reassigning Vendor Orders When a Work Order Was Created for the Wrong Customer

If a vendor order is linked to the wrong customer, you can fix it by updating the customer on the associated work order or quote. This article walks you through the process and shows how to ensure the shipping address updates correctly.

How to Reassign a Vendor Order to the Correct Customer

If a vendor order was created under the wrong customer, you can reassign it by updating the customer on the related Work Order or Quote.

Steps to Correct the Assignment:

  1. Edit the Work Order or Quote connected to the vendor order.

  2. Update the Customer field to reflect the correct customer (e.g., from Customer A to Customer B).

  3. This change will automatically associate the vendor order with the new customer.

📦 Important:
The vendor order itself doesn’t link directly to the customer—it follows the Work Order or Quote it's tied to.

 

Check the Ship-To Address

After updating the customer:

  • Go to the Vendor Order.

  • In the Ship To dropdown, select the appropriate job site or office location for the new customer.

  • This ensures the supplier sends items to the correct address.

 

Need Help?
Contact support by clicking the Help button in the bottom corner of your screen when logged in or email us at support@jobboxsoft.com.