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Work Orders & Job Bags

Once a quotation is been produced a Work Order can be generated.

Simply find your customer quotation by;

bulletNavigating to the customer record in the customer screen
bulletEntering the enquiry number in the enquiry screen
bulletEntering the full quotation number in the quotation screen.

If a work order has already been produced for a customer, then a re-order can be created.

Once you've created a Work Order, simply select the initial status for the work order from your own predefined list and job is now live in the system!
 

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