In this document we will cover turning active estimates into an order/job. Pending estimates must be recalculated after adding materials, production and outsourced costs and saving the estimate.
1. Open Estimate Form
- Select Jobs
- Select List Estimates/Jobs
- Select the Settings (Gear) icon, click on Estimate
- You will be brought to the screen below.
2. Accept a Quantity or Reject All
- Select the proper quantity and the estimate will now be an order in PrintJobManager
- Select to reject all