In this document we will provide an overview of the List Estimates/Jobs screen. The List Estimates/Jobs screen will appear when you first login or when you select List Estimates/Jobs on the main menu.
The Estimates/Jobs list can be configured within the list manager and different list configurations can be saved for easy access. The initial configured lists that are part of a preloaded system can be renamed, edited and deleted. Also all the list views are user definable and can be made private, or shared with other users. (See List Manager - Create/Edit/Delete) for more information
The orders list is interactive with many different filtering, searching and grouping options.
Estimates
- Active
- Not converted to a Order/Job
- Pending
- Waiting for more information.
- Canceled
- That have been cancelled.
- Edit Estimates
- Edit due date, add, edit materials, production processes.
- Copy Estimates
- To the same, or another organization, a new estimate number will be created.
- Download Estimates
- Download, to save, print, or select link to estimate to accept or reject the estimate manually.
- Delete Estimates
- Remove estimate data.
Job/Orders, Production, Currently Active
- Download
- Job Ticket, summary ticket, job details ticket and pick list.
- Time Tracking
- Update job status, and record production process times.
- Copy Job to a New Order
- Create a new job from an existing job (Repeat order and all pricing and information).
- Edit Order
- Add new job, add payment, create request or add shipping
- Edit Job
- Edit name, product engine and/or pricing.
- Manage Job
- Edit due date, add/edit materials, add/edit production processes, add files, manage history.
- Canceled
- Orders that have been Canceled.
- Completed
- Orders that Have been Completed.
- Billing
- Orders that are currently in billing.
Jobs > List Estimates / Jobs
- Active list view drop-down Select the list view you would like to view
- From Date Enter a from date (Search by date range)
- To Date Enter a to date (Search by date range)
- Enter Search Terms You can enter alphanumeric search data to sort within any of the column headers.
- Export to Excel Export the current list to Excel
- Quick Filtering These quick filtering options can be adjusted per list view in the list manager.
- Grouping by Column Click and drag a column header to this area in order to group the list by the column type.
- Column Headers Each column header can sort ascending or descending by clicking on the header name.
- Action Menus See below...
Orders & Jobs Action Menu
- Edit Job Edit name, product engine and/or pricing.
- Manage Job Edit due date, add/edit materials, add/edit production processes, add files, manage history.
- Copy Job Create a new job from an existing job (Repeat order).
- Edit Order Add new job, add payment, create request or add shipping
- Time Tracking Update job status, and record production process times.
- Download Job Ticket, Order Summary Ticket, Job Summary Ticket and Pick List.
Estimates Action Menu
- Delete Estimates Remove estimate data.
- Copy Estimates To the same, or another organization, a new estimate number will be created.
- Edit Estimates Edit due date, add, edit materials, production processes.
- Estimate View estimate to accept or reject manually.
- Download Estimates Download, to save, print, or select link to estimate to accept or reject the estimate manually.
If you have questions or need help, please open a support ticket by selecting this link Aleyant Support
Article ID: 957, Created: November 27, 2016 at 11:34 PM, Modified: February 18, 2020 at 6:33 PM