This article is going to explain on how to progress an Estimate or Estimate Item to a Job, and how to create a Purchase Order to send to the supplier.
TABLE OF CONTENTS
Progressing an item to a Job
There are two ways to create a job from an estimate. The first method will only progress the specific item you are working in to be a job. The second method will enable you to progress all or just some of the items in the estimate to be a job:
Option 1 - Using the Create function in the Quick Links to progress a single estimate item to be a job
1. Open the estimate and select the Outwork item, to the left of the screen in the Quick Links, select "Create" in the Jobs quick link area:
2. A popup will appear, make changes to the dates and ensure the Purchase Order tick box is ticked and then select "OK":
If you want to create a Delivery Date/Purchase order then leave the box ticked.
After selecting "OK", the job record will be created and you will be taken into the summary screen of that new job.
Option 2 - Using the Progress To Job function in the Estimate options drop down to progress all or some of the estimate items to be a job.
1. Open the estimate and select "Estimate Options", to the left of the screen above the Quick Links,
Select "Progress to Job":
2. Then a pop-up will appear, if everything looks correct on the pop-up then select "OK":
If you want to create a Delivery Date/Purchase order then leave the box ticked.
After selecting "OK", the job will be created and you will be taken into the summary screen of that new job.
Create a Purchase Order to send to the supplier
1. On the Job screen, to the left in the Quick Links area you can click on the purchase order number and that will take you into the purchase order you just created.
How to create a purchase order from the job if it wasn't created at the time the job was created
2. A pop-up will appear, it will display all the items in the Job, to create the Purchase Order, select "Create PO":
If you have any further questions, please contact Support