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

QuoteWerks - Job for a New Customer (continued)

Job System (continued)

16.  A confirmation message will be displayed; click the Yes button to proceed.

FRM10004

17.  The System form will fill in with all the information setup from the Customer Explorer.  Click the Apply button to save the information loaded into this form.

  While the Job is in process, any changes that need to be made to any of the fields of the System record must be done from the Job System form.  When the Job is closed, the Job System information will overwrite the System information displayed in the Customer Explorer.

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