How To: Make a Job from a Sales Quote

A Job can be created from a Sales Quote. In this scenario the Job replaces the sales order, also refer to the Deliverables invoicing method.

To create a Job from a Sales Quote

1. Navigate to ./Departments/Sales & Marketing/Order Processing/Sales Quotes.
2. Create a new Sales Quote for an Item.
3. When complete click the "Make Order" action in the ribbon.
4. A pop-up window will show the available options, select "Job".
5. Selecting "Job" will also make the "Starting Date" and "Base Template Code" fields available.
6. Select a Starting Date, if different from the default work date.
7. Select a Base Template Code, this must be a Base Template with the Invoicing Method set to Deliverable.
8. Click OK to confirm and create the Job, the Sales Quote will be archived

See also

• Deliverables Invoicing Method

Return to Quoted Job Version