Job Management Creating a New Job Creating a New Job from a QuoteWerks Order
Creating a New Job from a QuoteWerks Order
Materials Setup
20. The Materials form will automatically fill in with the parts entered on the QuoteWerks Quote. The User may modify the parts list or add additional parts or remove parts imported from the QuoteWerks Quote. Continue on to the next page for instructions on adding parts to the Materials List.
Once the Materials list has been saved, the Capture Original Parts button will be displayed at the lower left of the list. Pressing this button saves the original parts lists and creates a new "Working Parts List". If any changes need to be made to the parts list after the capture, this is done from the working parts list. A User may toggle back and forth between the original parts list and the working parts list to see what changes have been made as the job progresses.
After "Capturing" the original parts list, if it is discovered the capture was performed before the parts list was completed, a User with the appropriate permission will have access to the Override Parts Capture button. Pressing the Override Parts Capture button will create a new Original and Working parts list.
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