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Revise or Edit an Approved Selection
Revise or Edit an Approved Selection

This article and video will go over how to revise or edit a selection that has already been approved by your client

Mary Beth avatar
Written by Mary Beth
Updated over 2 years ago

How to revise an option after it has been approved

If you're running a cost-plus business model or passing all cost changes to your client, it can be important to adjust costs after items have been approved. Let's say you found out something was on sale or like in today's reality, prices have jumped 10% since you first agreed to this item, you may need to adjust the price prior to invoicing your client.

Note, that only items that have not been invoiced or paid for can be revised.

Step by Step Guide (Also covered in the video above)


2. Click on the item you want to revise

Click on the item you want to revise

3. Click on Revise...

Click on Revise...

4. Read the warning, and then Click on Proceed

Read the warning, and then Click on Proceed

5. Make your edits or changes to the item

Make your edits or changes to the item

6. Click on Save changes

Click on Save changes

Need help? Chat with us from your project dashboard or email us at hello@materio.co

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