Client Management How to Create a New Customer from a QuoteWerks Order
New Customer from QuoteWerks (continued)
Setting up the new Job
Job Work Order Form
10. The New Job form will open and the Work Order data entry form will be displayed. Fill in the required and optional fields according to your company policy and procedures. Once this form is completed, press the Apply button located at the lower right of the Work Order form.
In the Work Order illustration below, the fields highlighted in yellow are required. Press the arrow to the right of the field and make the appropriate selection from the drop-down list.
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