Modify Quotes and Modify Orders

A modify quote or order is created when the customer asks to make a change to an existing product or service.

For example, the local telephone company provides local phone service to a residential customer. After the service has been installed, customers may want to make additions and changes to the services they receive, such as adding call waiting or changing the number to call when forwarding a call.

Each of these changes is a modification to the current asset. When the customer inquires about these changes, the sales representative issues a modify quote for the change. After the customer accepts the modify quote, it becomes a modify order.

When a modify order is placed, it does not modify the asset listed in the customer’s profile, because it has not been fulfilled yet. The customer profile is only changed when the order is fulfilled.