Create a Job from a Quote |
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1.Search for the quote to convert to a job by either: ▪Clicking View/Edit Quote on the ribbon, or ▪Clicking Create Quote List on the ribbon, then use the search criteria to narrow the choices. From the search results, select the quote to create a job from.
2.Once the quote is on screen, click Create Job in the quote footer.
3.The confirmation screen will appear. Select either All Stock, or Recommended Stock Only to bring across onto the job, and also tick to bring any of the other fields across from the quote to the job. Note that you can choose to include Applies stock as well, if required. Then click OK to confirm the selection, and to create a job from this quote. 4.The Information screen will appear advising a new job has been created and indicating the new job number. Click OK and the job just created will open on screen. All stock, pricing and any of the other fields selected will now appear on the job. Remove or add stock to this job, as required. If the Cost tab has been populated with vendor and stock pricing, this will automatically transfer across to the job and populate the job stock grid, as well as the job Cost tab.
If you wish to create two jobs from one quote, select Create Similar for the first job and ensure that everything required is ticked (including stock). Once you have done so, go back to the quote and Create Similar again. You can then edit both jobs and remove stock not required on each.
To remove the job number from a quote, open the quote and remove the number from the Job # field.
How to Create a Quote from a Previous or Similar Quote Create a Template for Recurring Quotes |