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To create a part on the fly, follow all steps used in Create a Quote up until New Line

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1. Open Line>Details tab
2. In PartRev…type in a Part number. As a best practice use your initials and test. Example AKtest

What is our standard for this? Do we want to establish this now?

1. Enter Description i.e. Test Part
2. Enter Order Quantity
3. Enter Price
4. Enter Expected Date (do we need the Expected date?)
5. Click Template & Engineered
6. Save

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At this point, following the Create Quote into Job instructions