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

Open

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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

Open

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At this point, following the Create Quote into Job instructions