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Manage Quantity on Job

You can automatically manage quote lines by enabling the Manage Qty on Job option.

  • On the quote header, go to the Extras tab
  • Tick Manage Qty on Job

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This ensures that all lines added to the quote are automatically marked for managed quantity on the job.

Updating Existing Quotes

The lightning bolt button can be used to update older quotes, or quotes where the option was not selected when first created.

  • Clicking this button will update all existing lines on the quote
  • All lines will then have Manage Qty on Job applied

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Default Behaviour
  • By default, this option is unticked
  • This is because quotes are not always managed directly to a job, as their primary purpose is to prepare and budget work before job execution

Once lines are entered, the Manage Quantity on Job option will be automatically selected for each line.

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There is a column indicator that shows whether the Manage Quantity on Job option is selected for each line
  • Job lines are processed once they have been managed, marked as Is Complete, and their status updated to Complete
Rule
  • If there is insufficient stock available, the line cannot be managed
  • This includes situations where stock exists but is not enough to fully cover the required quantity

In these cases, the line will remain unmanaged on the job until sufficient stock is available

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