Part on the Fly

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

1. Enter Description i.e. Test Part
2. Enter Order Quantity
3. Enter Price
4. Enter Expected Date
5. Click Template & Engineered
6. Save

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At this point, following the Create Quote into Job instructions