Buttons:
Generates a quote, work order, or invoice.
Job Jacket
Click to make Job Jacket labels.
Art Folder
Click to make Art Folder labels.
Fields:
Control
The control number of the order.
Customer
The customer that ordered the job.
Contact
The contact at the customer.
Phone
The contact's phone number.
Order Date
The date the quote was printed.
Decision Date
The date the order must be made by.
Items Total
The total of all items on the quote.
Discount %
The discount from the customer's record.
Discounted Price
The price after the discount.
Quote Comment
Any general notes about the quote go here.
PO Number
The customer's purchase order number.
Changes or Additions Required for Quote or Work Order
Check if changes are necessary or if additional materials are required before the job can proceed.
Due Date
The date the order is due.
Due Time
The time the order is due.
Reorder Date
The future date the job will be reordered, if necessary.
Assigned Salesman
The customer's salesman.
Work Order Comment
Any general notes about the work order go here.
Other Item
Any other charges that go on this order.
Charge
The charge for the other item.
Sales Tax Rate
The local sales tax rate.
Sales Tax
The local sales tax.
Ship Date
The order delivery date.
Shipping Method
The way the order is shipped (Fed Ex, UPS, Pick Up).
Charge
The charge for shipping.
Art Work Disposition
If there is art work, who retains it.
Art Work Location
If the art work is stored somewhere besides the usual place
Total Invoice
The total charge for the invoice.
Pre-Paid
The amount that was paid in advance for the order.
Adjustment
Put any price changes here.
Balance
The total owed by the customer that includes the pre-pay, post-pay, and adjustments.