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The Opportunity/Quote Entry screen will appear.
- Enter initials in the Changes log
- Click OK
Image Opportunity-Quote 19
The Quote Order Wizard screen will appear.
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Image Opportunity-Quote 20
A blank screen will briefly appear.
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Image Opportunity-Quote 21
- In Order Job Wizard check the following: Create Job, Get Details and Schedule Job
- Click on Save
- Click Create Jobs
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Image Opportunity-Quote 22
The job will automatically populate to the Jobs section in Order Job Wizard.
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Image Opportunity-Quote 23
NOTE: the Job number, is your Sales Order number, Line and Release. At this point your Sales Order is Complete.
Reviewing the Sales Order
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Image Opportunity-Quote 24
- A dropdown will appear: click on Open with > Job Entry
- Release Job
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Image Opportunity-Quote 25
The Job Entry screen will automatically appear and populate the job. At this point we have created a: quote, we have created a job and a sales order. Next step will be to Production.
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