Debtors

Select the date until which the quote is valid.

Project

A unique reference number assigned to an order to help identify and track it.

A detailed explanation of an item, job, or order, providing more information beyond the short description.

Used to assign a specific employee to a job.

Used to assign or identify the department responsible for a job.

The planned or expected date a job is scheduled to begin.

The date a job is completed or expected to be finished.

The date when goods or work are scheduled to be delivered or completed.

Generates a purchase order for items to be shipped directly from the supplier to the customer.

Permits the final job or order cost to go over the originally quoted amount.

Permits the quantity used or ordered for a job to exceed the originally budgeted amount.

The date range selected to define which records or data are included in a report.

Applies an additional charge to a job or item over and above the accepted quote amount.

Prevents changes to the employee assigned to a job without the necessary permission or approval.

Selects the warehouse location from which stock will be sourced for a job or order.

Used to link or associate one job with another related job.

Used to print a job card with the details required to complete a job.

Select the date until which the quote is valid.

Allows you to control which sections or fields are visible on the screen. This can help simplify the interface by hiding fields that are not relevant to your workflow.

• Customer Link: Use this tab when completing work on behalf of another company.
• If you're quoting for a client of one of your customers, you can link that end client here.
• When the quote is sent, your customer will see which of their clients the quote relates to.

This defines the type of address being used (for example, billing, delivery, or site address). Selecting the correct type ensures the quote is applied to the right location.

These fields capture the full address details associated with the quote. You can enter street, suburb, city, and any additional location information required.

A reference code used to identify saved or standard addresses.

Enter the value of the deposit paid. This amount will be automatically deducted from the total quote value, giving a more accurate balance owing.

Tick this box if the customer has already made a deposit payment. This flags the quote so the system knows part payment has been received.

Record the exact date the deposit was received. This is useful for tracking payments and keeping financial records accurate.

When a quote contains a large number of line items, they may be split across multiple pages.

Allows you to control which sections or fields are visible on the screen. This can help simplify the interface by hiding fields that are not relevant to your workflow.

Select the method of delivery for the order (e.g. courier, pickup, freight). This helps define how the goods will be sent to the customer.

Enter the date (and time) the order is scheduled to be shipped. This is useful for planning dispatch and providing accurate delivery expectations.

Tick this option if you want the system to send a notification email related to the shipment (e.g. confirmation or dispatch details).

Specifies the destination location the goods are being shipped to. This may differ from the billing address if the customer has multiple delivery sites.

Used when the delivery is being handled internally by your own team or vehicles, rather than an external courier.

Select or enter the external courier or freight company responsible for delivering the shipment (e.g. NZ Post, Mainfreight).

Enter the tracking number provided by the courier. This allows both your team and the customer to track the shipment progress.

Enter the tracking number provided by the courier. This allows both your team and the customer to track the shipment progress.

When there are many line items:

Allows you to customise the screen view by showing or hiding certain fields or sections, helping keep the interface clean and relevant.

Allows you to filter or apply actions to a specific type of stock (e.g. all items, stock items only, or non-stock items). This ensures changes are applied only where needed.

Determines whether pricing updates are applied including or excluding VAT. This is important for maintaining accurate pricing calculations depending on how your system is set up.

Controls how pricing values are rounded:

Controls how pricing values are rounded:

Enter the desired markup percentage to apply to selected line items. This is used to calculate selling prices based on cost.

Applies the entered markup percentage across selected items. This is a quick way to update pricing in bulk.

Removes selected line items from the quote. Useful for cleaning up or adjusting the quote quickly.

Sets the selling price to zero for selected items. This may be used for complimentary items, warranty replacements, or no-charge components.

When enabled, this includes cost values in reports, allowing for visibility of margins and profitability.

Tick this option to include product specifications when emailing the quote to the customer. 

Updates selected items so their pricing reflects the supplier cost directly. Useful when recalculating pricing based on updated supplier pricing.

Refreshes or updates the labour cost values associated with the quote.

Resets pricing to the system’s default cost values, ensuring consistency with your pricing database.

Allows you to manually set or update the selling price for selected items.

When dealing with many line items:

Allows you to customise the screen view by showing or hiding certain fields or sections, helping keep the interface clean and relevant.

Select your stock item from the drop-down menu

At this stage you can change the Description if needed

Add the Quantity you require of this item

Controls whether the quantity is actively tracked and managed when the quote is converted to a job.

Select the Warehouse you wish to sell this item form

Price per item does not include the 15% Goods and Services Tax. You add GST on top of the listed amount.

Price per item includes the 15% Goods and Services Tax. The GST is already built into the total amount shown.

Total price of total quantity of item that does not include the 15% Goods and Services Tax. You add GST on top of the listed amount.

Total GST only on total quantity of items

Total price of total quantity of item includes the 15% Goods and Services Tax. The GST is already built into the total amount shown.

You can change the Sequence in the quote for this item 

These are custom configuration settings applied during setup, tailored specifically to your product formats (e.g., Per Roll, Per Unit, Pack).

These are custom configuration settings applied during setup, tailored specifically to your product formats (e.g., 1000 per roll, 6 per pack).

You can apply a discount to this item

If this item is GST exempt or a Non-GST item it can be changed here

At this stage you can increase your profit %

This is the total cost to produce or buy one item. It helps you set prices and track profitability.

These ticks will be automatically on or off based on the setup if the item. When the item is promoted to a Job, its initial cost is cleared and recalculated progressively as the job is built—ensuring you have an accurate final cost at completion.

As with the Cost on job, these ticks will be automatically on or off based on the setup if the item. When the item is promoted to a Job, its initial cost is cleared and recalculated progressively as the job is built—ensuring you have an accurate final cost at completion.

Select a division within of a company that focuses on one area of work. 

Select a region the job will fall under, it can include multiple cities or towns and often has its own local government or identity.

Ticking this box enables you to generate a Purchase Order on the fly—complete with all relevant details, so you don’t need to build one from scratch when drop-shipping an item.

Ticking this box allows you to generate a Request for Quote on the fly—pre-filled with all relevant details, so you don’t need to start from scratch when requesting updated pricing for an item.

Enter the quantity here for which you want to generate a Purchase Order or Request for Quote.

This shows the actual cost of the item

This is the suppliers item code

Shows if you received a discount on this item when purchased form supplier

This is the date the cost was last updated for this item

 Similar to Item cost, this shows the actual cost of the item at that date

When you create a build task default, you can specify alternative warehouses or item sources. Once a quote is converted into a job, the system will apply the defaults set in your build template. This ensures that materials are drawn from the designated warehouse rather than the main warehouse, allowing for more precise inventory control—especially when working with a master warehouse setup.

Prepaid refers to the quoted amount for the job, the fixed charge agreed to by the customer. You can’t invoice beyond this amount, so any extra time, materials, or costs that exceed the quote become your internal expense, or ‘Cost to Company (CTC)

Preparation 

Scope Creep Quote

All

Requesting Internal Approval

Internal Approval

Job Customer Quote Approval

Customer Approved

This status indicates the quote has been approved (from Preparation, Internal Approval, or Customer Approval) and converted into an active job. The job is now available under Manage Job, essentially forming part of the order book.

Path: Job Costing > Activity > Manage Job

Internal Rejection

Customer Rejection

Cancelled