Promoting Quote to a Job

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.