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Q. How do I create a New Quote or Job? – Watch the Video
A. Sales Actions all begin with the Customer.

  • Select the Customers – Customers on the Navigation Bar
  • Search and Locate the Customer
  • Click on the Orange ID Button next to the Customer to display the Action Menu
  • Select Sales Action and then Select Add New Quote or Add New Job

Q. How do I create a New Purchase Order? – Watch the Video
A. Purchasing Actions all begin with the Supplier.

  • Select the Stock – Suppliers on the Navigation Bar
  • Search and Locate the Supplier
  • Click on the Orange ID Button next to the Supplier to display the Action Menu
  • Select Purchase Action and then Select New PO or ┬áNew Re Order PO if creating an Auto PO for this supplier based on Min/Max Order levels on the Parts