Job Management                                Creating a New Job from a QuoteWerks Order - New Customer

QuoteWerks - Job for a New Customer (continued)

Job System (continued)

13.   Once the System record has been setup on the Customer Explorer, return to the Job record.  The next step will load the System information into the Job. 

14.  Click on the Job System button from the Job toolbar.  In the Job System form, un-check the New System checkbox at the top left of the form. 

15.   Click the lookup button to the right of the System Account field.  The Select Customer System form will be displayed.  Highlight the System record then click the Save button at the lower right of the form.

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