Buttons:
After the job form is completed, click the SAVE button to save the job to a new quote, work order or invoice or an existing quote, work order or invoice. The first action to occur when you click the SAVE button is a recalculation of the prices.
After you have saved the job to a quote, work order or invoice, you can click the VIEW button for a thumbnail quick view of all the jobs that are on the order.
The Orange Pricing Tables Expose Button
Clicking the large orange button will change it to say On and will cause small orange buttons to appear on the form. The small buttons are your direct entry into the pricing tables. The small orange button will call the pricing table or form related to the field it is close to.
Click to show your cost from the vendor.
Each
How much each item costs to produce from the vendor
Total
Each times Quantity
Fields:
Quantity
The total number of items to be sold.
Description
The description placed here will be the description shown on the quote, work order and invoice. The description can be longer than the line shown on the job sheet. If the description is longer than the line it will wrap as many times as necessary to fit onto the quote, work order or invoice. It is the line searched when using the search engine to find archived jobs. However, it should be concise and if possible it should fit on this line.
It can contain names and quantities if necessary. Double click the description to bring up the Other Services Entry form that is used to enter predefined services from vendors. These services can be selected by using the drop down list instead of manually entering them.
Center
Which cost center the job will be saved under.
Price per Quan
Price pre unit of measure (1, 12, 1000, etc.).
Total Price
Quantity / Quan * Price.
Vendor
Company to which the job is sub-contracted.
Notes
The notes field will hold several pages of special instructions or notes. Simply start typing to enter notes. The field will automatically wrap sentences or you can hit Enter to change lines.
The program will insert automatically notes about special stock selections into the notes field.
Salesman
Select the name of the person entering the job from the drop down list. The Salesman table is available for adding or removing sales people, under the Maintenance menu selection, under Table Browser.
Set Priority
Use this field to set the priority of the job: 1 being lowest and 8 being highest priority