Create Quote from Job:
- Click on the Options button in a Job Card.
- Select Create Quote.
- Click on Add Line to add items to your Quote:
- Add Item: add any item from your Inventory
- Add Description: Add text placement holder for item. No price for this line.
- Add Asset: Add an Asset from the linked Job to this Quote.
- Add Items Used: Add any or all items that were added to the Job in the
Items Used tab.
- Click Create Quote to complete the process
Create Invoice from Job:
- Click on the Options button in a Job Card.
- Select Create Invoice.
- Click on Add Item to add items to your Invoice:
- Add Item: add any Item from your Inventory
- Add Description: Add text placement holder for item. No price for this line.
- Click Create Invoice to complete the process.
Create a Purchase Order from Job:
- Click on the Options button in a Job Card.
- Select Create Purchase Order.
- Click on Add Item to add items to your Purchase Order:
- Add Item: add any Item from your Inventory
- Add Description: Add text placement holder for item. No price for this line.
- Click Create Purchase Order to complete the process.
Create Quote from Job:
- Click on the Options button in a Job Card.
- Select Create Quote.
- Click on Add Line to add items to your Quote:
- Add Item: add any item from your Inventory
- Add Description: Add text placement holder for item. No price for this line.
- Add Asset: Add an Asset from the linked Job to this Quote.
- Add Items Used: Add any or all items that were added to the Job in the
Items Used tab.
- Click Create Quote to complete the process.
Create Invoice from Job:
- Click on the Options button in a Job Card.
- Select Create Invoice.
- Click on Add Item to add items to your Invoice:
- Add Item: add any Item from your Inventory
- Add Description: Add text placement holder for item. No price for this line.
- Click Create Invoice to complete the process.
Create a Purchase Order from Job:
- Click on the Options button in a Job Card.
- Select Create Purchase Order.
- Click on Add Item to add items to your Purchase Order:
- Add Item: add any Item from your Inventory
- Add Description: Add text placement holder for item. No price for this line.
- Click Create Purchase Order to complete the process.