# New Job Button

##### **New Job Button**

The **New Job** button is used to create a job directly, without first creating or promoting a quote.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/scaled-1680-/ZAOimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/ZAOimage.png)

When this option is selected, a new job is started “on the fly,” allowing users to quickly set up and begin working on a job straight away.

<div id="bkmrk-direct-job-creation-">- **Direct Job Creation** – Create a job immediately without needing an existing quote
- **Automatic Background Process** – The system will automatically create a blank quote in the background
- **Linked Records** – This quote is linked to the job and can be accessed later under the **Quotes** section
- **Flexible Workflow** – Ideal for situations where work needs to begin quickly without following the full quote-to-job process

</div>##### Creating a New Job Process:

- Click **New Job**
- **Complete relevant forms**

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/scaled-1680-/RYuimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/RYuimage.png)

<table border="1" id="bkmrk-customer-select-the-"><colgroup><col></col><col></col></colgroup><tbody><tr><td><div>**Customer**</div></td><td><div>Select the customer the job is for</div></td></tr><tr><td><div>**Customer Name**</div></td><td><div>Displays the name of the selected custome</div></td></tr><tr><td><div>**Contact Person**</div></td><td><div>Choose the relevant contact for the job</div></td></tr><tr><td><div>**Description**</div></td><td><div>Enter a short description or title for the job</div></td></tr><tr><td><div>**Division**</div></td><td><div>Assign the job to a specific business division</div></td></tr><tr><td><div>**Reference**</div></td><td><div>Add a reference number if applicable (e.g., customer reference)</div></td></tr><tr><td><div>**Region**</div></td><td><div>Select the region or branch responsible for the job</div></td></tr><tr><td><div>**Sales Rep**</div></td><td><div>Assign the job to a sales representative</div></td></tr><tr><td>**Invoice Group**</td><td><div>Specify how the job will be grouped for invoicing</div></td></tr><tr><td><div>**Asset Item**</div></td><td><div>Link the job to a specific asset if required</div></td></tr><tr><td><div><div>**Long Description**</div></div></td><td><div><div>Enter a more detailed description of the job</div></div></td></tr></tbody></table>

<div id="bkmrk-once-you-have-added-">Once you have added your information, select how you would like to proceed.</div><div id="bkmrk--1"></div><div id="bkmrk--2"></div><div id="bkmrk--3"></div><div id="bkmrk--4"></div>- **Continue** – Proceeds to the next step and creates the job
- **Cancel** – Exits without saving

<div id="bkmrk--5"></div><div id="bkmrk--6"></div><div id="bkmrk--7"></div><div id="bkmrk--8"></div>This screen appears after clicking **Continue** when creating a new job. It is used to **finalise and approve the job setup**, converting the automatically created quote into an active job.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/scaled-1680-/SLzimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/SLzimage.png)

<div id="bkmrk-job-details-section">**Job Details Section**</div>This screen displays and confirms the key information for the job:

<div id="bkmrk-quote-number-%2F-quote">- **Quote Number / Quote Date** – Auto-generated by the system when the job was created
- **Customer** – The customer linked to the job which is Auto populated
- **Branch** – The branch the job is assigned to
- **Description / Long Description** – The job description entered earlier
- <div>**Order Number (Compulsory Field)** – The **Order Number** must be entered before proceeding. The system will not allow you to continue or complete the job setup until this field has been filled in.</div>

</div><div id="bkmrk--10"></div><div id="bkmrk--11"></div><div id="bkmrk--12"></div><div id="bkmrk-job-setup-options">**Job Setup Options**</div><div id="bkmrk--13"></div>These fields allow you to define how the job will be managed:

<div id="bkmrk-team-%E2%80%93-assigns-the-j">- **Team** – Assigns the job to a specific team
- **Employee / Department / Function** – Further allocation of responsibility
- **Estimated Start Date &amp; Hours** – Defines when the job will begin and initial time allocation
- **Group Activity** – Assigns the job to a specific workflow or activity group
- **Completion Date** – Expected job completion
- **Delivery Date** – When the job is due for delivery

</div><div id="bkmrk--14"></div><div id="bkmrk--15"></div><div id="bkmrk--16"></div><div id="bkmrk-additional-settings-">**Additional Settings (Tick Boxes)**</div><div id="bkmrk--17"></div>These options control how the job behaves:

<div id="bkmrk-allow-to-exceed-quot">- **Allow to Exceed Quote Value** – Permits costs to go over the quoted amount
- **Allow to Exceed Budget Qty** – Allows quantities to exceed planned amounts
- **Activate Report Dates** – Enables tracking of reporting dates
- **Use Build Task Defaults** – Applies predefined task templates
- **Charge Up (SC)** – Enables charge-up costing
- **Prepriced (CTC)** – Indicates the job uses predefined pricing
- **Assembly / Lock Employee** – Controls job structure and assignment restrictions

  
</div>**Other Fields**

<div id="bkmrk-warehouse-%E2%80%93-select-t">- **Warehouse** – Select the warehouse linked to the job
- **Job Link** – Links this job to another job if required
- **Create PO Drop Ship** – Option to create purchase orders for direct delivery

</div><div id="bkmrk--18"></div><div id="bkmrk--20"></div><div id="bkmrk-action-buttons">**Action Buttons**</div><div id="bkmrk-continue-%E2%80%93-confirms-">- **Continue** – Confirms and completes the job creation
- **Close** – Exits without proceeding

</div>