Client Management How to Create a New Customer from a QuoteWerks Order
New Customer from QuoteWerks
The creation of a new Customer for a QuoteWerks Quote that has been converted to an order in the QuoteWerks application is accomplished from the Job Management Module. During this process a new Customer and Site is created along with billing information. Once the new Customer and Site is created, the setup of the Job immediately follows where the User will enter the Job Work Order and Job System information. Typically an individual from the accounting department performs this process. Once the Job Work Order and System information have been completed, the new Job is typically handed off to the installation department to continue processing the Job.
Follow the instructions below to create a new Customer.
1. From the Main Application Menu Tree select Job Management / Job Queue.
2. The Open Job List will be displayed. Press the QuoteWerks icon button located on the upper toolbar.
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