Job Management Creating a New Job Creating a New Job from a QuoteWerks Order
Creating a New Job from a QuoteWerks Order
Job for an Existing Customer - New Site & System (continued)
4. The QuoteWerks Order Confirmation form will be displayed. Un-check the New Customer option. Press the lookup button to the right of the Existing Customer Field; locate and select the customer for which the Job is being created. Press the OK button.
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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 QW Job-New Customer - Site Setup.