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Changing a Quote to real job

Posted: Thu 08 Dec, 2011 10:20 pm
by Bagpuss
Hi John,
sorry it's been a while since I've had to do this and couldnt find anything in notes, I've printed a quote for a customer but now want to use it as a "real job", can you remind me please?
Thanks in advance,
Adam/Bagpuss

Re: Changing a Quote to real job

Posted: Fri 09 Dec, 2011 9:15 am
by JohnMcafee
You don't have to do anything Adam.

Just open the quote and print the docket using the "Print" (not quote) button and it becomes a normal job just like any other.

Re: Changing a Quote to real job

Posted: Fri 09 Dec, 2011 9:29 pm
by Bagpuss
Many thanks John, it's all coming back to me now :clap:

Re: Changing a Quote to real job

Posted: Thu 27 Mar, 2014 10:01 am
by michelle
Morning,
once it turns into a job is there a way of getting it to show on the reports? or can you print a report of the quoted jobs?

Re: Changing a Quote to real job

Posted: Thu 27 Mar, 2014 10:20 am
by JohnMcafee
After being printed as a normal framing docket it will appear in reports just like any other job, and will no longer be grouped within the list of quoted jobs.

Re: Changing a Quote to real job

Posted: Thu 27 Mar, 2014 10:27 am
by michelle
thanks John I have now realised what I have been doing wrong all this time, I have been opening the quote and then pressing print ( button near the show on screen button) which allocates a totally different number to it but doesn't show on reports. Now found that you need to press re use and then press print. You learn every day ( just some of us a little slower than others)
thanks again

Re: Changing a Quote to real job

Posted: Sun 06 Apr, 2014 6:01 pm
by Kalmia
I have the opposite problem ... My quotes appear as jobs which obviously affects my reports in a far too positive a fashion :roll:
What am I doing wrong?

Cheers

Matt

Re: Changing a Quote to real job

Posted: Sun 06 Apr, 2014 6:27 pm
by JohnMcafee
Send me a copy of the back=up you create in Options>Data>Backup and I'll see if I can figure out what's happening.

In the meantime, In a one month period, roughly how many quotes would you print?

Re: Changing a Quote to real job

Posted: Wed 09 Apr, 2014 5:19 am
by Kalmia
Thanks john will do.
As to how many... Hard to say as it is a new business. Have three or so now and would like to erase if possible

Thanks