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
Changing a Quote to real job
- Bagpuss
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Changing a Quote to real job
My real name is Adam Laver aka "Adam The Picture Framer", just in case you were unsure ; )
- JohnMcafee
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Re: Changing a Quote to real job
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.
Just open the quote and print the docket using the "Print" (not quote) button and it becomes a normal job just like any other.
"A little learning is a dangerous thing"
(Also known as John, the current forum administrator)
(Also known as John, the current forum administrator)
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Re: Changing a Quote to real job
Many thanks John, it's all coming back to me now
My real name is Adam Laver aka "Adam The Picture Framer", just in case you were unsure ; )
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Re: Changing a Quote to real job
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?
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?
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Re: Changing a Quote to real job
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.
"A little learning is a dangerous thing"
(Also known as John, the current forum administrator)
(Also known as John, the current forum administrator)
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Re: Changing a Quote to real job
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
thanks again
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Re: Changing a Quote to real job
I have the opposite problem ... My quotes appear as jobs which obviously affects my reports in a far too positive a fashion
What am I doing wrong?
Cheers
Matt
What am I doing wrong?
Cheers
Matt
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Re: Changing a Quote to real job
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?
In the meantime, In a one month period, roughly how many quotes would you print?
"A little learning is a dangerous thing"
(Also known as John, the current forum administrator)
(Also known as John, the current forum administrator)
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Re: Changing a Quote to real job
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
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