Promoting Quote to a Job

Promoting Quote to a Job 

 

 

 Once a quote is accepted, it can be approved and converted into a job by clicking " Approval Options " and selecting " Approve to Job " 

 

 

 

 

 

 Select the settings in the below screen for your Job 

 Click " Continue " 

 

 

 

 

 

 Job Description 

 

 A brief description to help identify the job. 

 

 

 

 Order Number 

 

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

 

 

 

 Long Description  

 

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

 

 

 

 Team 

 

 Used to assign a specific team to a job when teams are set up. 

 

 

 

 Employee 

 

 Used to assign a specific employee to a job. 

 

 

 

 Department 

 

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

 

 

 

 Function 

 

 

 

 Est Start Date 

 

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

 

 

 

 Group Activity  

 

 

 

 Completion Date 

 

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

 

 

 

 Delivery Date 

 

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

 

 

 

 Create PO Drop Ship 

 

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

 

 

 

 Allow To Exceed Quote Value 

 

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

 

 

 

 Allow To Exceed budget Qty 

 

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

 

 

 

 Active Report Dates 

 

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

 

 

 

 Use build Task Defaults 

 

 

 

 Charge Up (SC) 

 

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

 

 

 

 Pre-priced (CTC) 

 

 Indicates that the cost is fixed in advance, already included in the pricing, and cannot be exceeded without further approval. 

 

 

 

 Assembly 

 

 

 

 Lock Employee 

 

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

 

 

 

 Warehouse 

 

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

 

 

 

 Job Link 

 

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

 

 

 

 Service Card 

 

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

 

 

 

 

 

 A unique number automatically assigned to identify and track a job. 

 

 Click " OK " 

 

 

 

 

 To view your job click on " Manage Job "