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Job Costing stock write off and Gain and Loss balance
Stock Write-Off & GL Allocation When closing a job and writing off stock, the associated cost mu...
Sales Leads Search
The Sales Leads screen allows users to create new Sales Leads or search for existing ones. Video...
Sales Leads import export
This feature allows for exporting and importing of sales leads. It can be used to import new lea...
Create a Quote From Sales leads
Create a quote The system allows users to generate a Quote directly from an existing Sales Lead,...
Sales lead Process
CRM Module> Activity> Sales Leads A Sales Lead is a person or organisation that has shown intere...
Sales Leads - Reminder Create
This section of the Edit Lead screen controls key date fields and reminder functionality for mana...
Manage Quantity on Job
Manage Quantity on Job You can automatically manage quote lines by enabling the Manage Qty on Jo...
Unmanage All Job Lines
The “Unmanage All” function will reverse any managed quantities on job lines, reducing them back ...
Changing the Warehouse on Job Lines
There may be instances where an incorrect warehouse has been selected on a job line and needs to ...
Manage Job Line Edit and reassign
Double-click a Job to open it. Within the job, double-click a job line to edit or reassign it. T...
Manage Job Functions Tab Explained - Detailed
Functions Tab Manage All The Manage All button is used to manage all lines on...
Job Costing Percentage Invoice
Go to Job Costing Module > Activity> Quotation Click Add to create a new Quote Select the custo...
Change customer on Job
System Configuration > Security > System Utilities The system provides a utility that allows you...
Print Job Card
Job Costing> Activity> Quotation> Print /Export Select A quote that has a job number and select ...
Job Expense Supplier Journal
Job expenses are directly linked to the Supplier Journal (Creditors Journal), allowing costs ente...
Quote Tabs Explained
Job Costing Module >Activity > Quotation Open or Create a Quote Navigate to the Quotes ...
Job Costing Screens Defined
Manage Job - Buttons Explained Info This screen is used to add and manage internal no...
Job Search Screen Explained
Job Search Screen Searching for Jobs - Job Costing > Activity > Manage Job This screen is used ...
Memo Notes - Colour Hex Code
Each user can be colour-coded within the memo section, making it easy to quickly identify who has...
Colour Hex Code - Memo Notes
Each user can be colour-coded within the memo section, making it easy to quickly identify who has...