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Additional options on a Quote Item This screen also allows you to capture key information for each job or task line. 1 Stock Item Select your stock item from the drop-down menu 2 Description At this stage you can change the Descrip...

Job Details Tab 1 Quote Number This is the Quote number linked 2 Customer Customers Name 3 Description This will be specific to the Job as an easy identifier in a list 4 Long Description Here you can be more specific to the job ...

Manage Job Screen Info Used for internal notes only Workflow Ready for Invoice Functions View Doc Print Doc Print Print Reports Basic Tab Completed   Charge Up (SC) Tick ...

Manage All   Import New Stock Request Create PO Create BOM Verify task stock Task Stock Request Delete Task Add to Picking Slip Planned Timelog Copy to Job Clear Line History...

Where to find Job Management Letter Templates There are two places within the Job management where you can pull in templates to record job information and Notes. These templates are set up in CRM Module. CRM > Configuration > Email Template Use the email ...

The Progress tab gives summary totals based on the scheduling task values   Total Sell Budget This figure is first inserted when you promote the quote to a job - It is the total sell value excluding of quote You can manually update this figur...

On one of the columns, there is a field that is called WIP O/S This means Work In Progress Outstanding items in not started state  This will count the number of line items in the job that are in a Not started state. This number indicates that there are item...

 Video training manual 2021 - Click Here A resource has been linked to a task activity. This feature is similar to the time log screen but enables you to plan resources for specific days.    Resource linked to a task search tab   Creating Resources fro...

The “Create Reminder” button (highlighted with the bell icon in the top toolbar) is used to set up reminders for a job. When you click this button, it allows you to: Schedule a follow-up action Set a date and time for the reminder Add notes about w...

Job Costing Module >Activity > Quotation Open or Create a Quote Navigate to the Quotes section. Click "Add" or open an existing one. Locate the Customer Field Look for a field labeled Customer, Account, or Contact. Save the Quote ...

Job Management Job Costing > Activity > Manage Job Type in your Job number Click Search  Each job line consists of multiple columns, with each column providing specific details about the job. You can rearrange the columns in the order that the inform...

Invoicing As a fully Completed Job Line by Line Invoicing a fully completed job Once the job is fully completed and all line items have been managed, you can click the “Thumbs Up” icon at the top tabs, labeled “Ready to Invoice.” Invoicing a Job...

Closing a Job Job Costing > Activity > Manage Job A job is automatically closed upon issuing a final invoice. However, if invoicing is complete and the job remains open due to outstanding purchase orders or quotes, it can be manually closed as needed. Clo...

Double-click a Job to open it. Within the job, double-click a job line to edit or reassign it. Allows you to edit the cost price of a managed line Allows you to reassign the job line to another parent line Allows you to change the employee assigned to...

Taking on Values for a Job Create a Sub Quote Generate a sub-quote from the existing job, using the closing balances for both cost and selling values completed to date. Set Up an Inventory Item Create a new custom inventory item called:XJOB...

Job Search Screen Searching for Jobs - Job Costing > Activity > Manage Job This screen is used to find and review jobs within the Job Costing Module. It includes a variety of filters at the top that allow users to quickly search for jobs using whatever infor...

Quote Every job begins with a Quote, which provides the estimated cost of the work and serves as the basis for customer approval. Once approved, the quote can be promoted to a Managed Job—the central stage where production activities are tracked, coordina...

Job Costing > Activity > Job New Quote Search   Preparation This is the stage where a quote has been created.Path:  All Displays quotes across all status stages. It is not recommended to search using this status. Scope Creep Quote This applies when a ...

The Job Bill of Material (BOM) This process enables you to produce a BOM resultant item using a job, ensuring accurate control of the final item cost, including all applicable labour and service costs. Process Steps: QuoteCreate and prepare the initial jo...