Job Management Creating a New Job from a QuoteWerks Order - Existing Customer-New Site/New System
QuoteWerks - Job for an Existing Customer - New Site & New System (continued)
4. The QuoteWerks Order Confirmation form will be displayed. Un-check the New Customer option. Click the lookup button to the right of the Existing Customer Field; locate and select the customer for which the Job is being created, then click the OK button.
The remainder of Job Setup steps are the same as when creating a Job for a new customer. Follow steps 6 through 25 within the help topic QuoteWerks Job-New Customer - Site Setup.
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