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The creation of a new Customer from a QuoteWerks Quote that has been converted to an order in the QuoteWerks application is accomplished from the Job Management Module. During this process a new Customer and Site is created along with billing infor...
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When selecting the Toolbars option, a list of application toolbar options is displayed. The User may turn off any toolbars that are not to be displayed. The toolbars may be turned on and off at any time. Standard Toolbar De-selecting ...
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Once a Quote in QuoteWerks has been converted to an Order, it will appear in a list of Orders to convert into Jobs in SedonaOffice. This Orders list is accessed by clicking the QuoteWerks button located on the Job Queue button toolbar in SedonaOffi...
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Once a Quote in QuoteWerks has been converted to an Order, it will appear in a list of Orders to convert into Jobs in SedonaOffice. This Orders list is accessed by clicking the QuoteWerks button located on the Job Queue button toolbar in SedonaOffi...
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To be able to best manage the Schedule Board, you must first set up Display Groups. A Display Group consists of a list of selected Technicians which you want to display in the Schedule Board as a group. When viewing the Schedule Board, you may c...
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Follow the steps below to perform a Physical Inventory for a Warehouse. Count Day - Create the Physical Inventory Records On the day of or the evening before the count, you will create the Physical Inventory record for each warehouse being co...
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Jobs are created for Prospects by "resolving" an Opportunity for the Prospect. If the Prospect is an existing Customer, do not use this Job creation method. In the SedonaOffice Sales Management module, resolve the Opportunity, inactivate the Pr...
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The Calendar Options Ribbon Group contains options for viewing the Schedule Board, as well as shortcut methods for creating new appointments. Several options are contained within this Ribbon Group which are listed below with brief description...
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Once a Quote in QuoteWerks has been converted to an Order, it will appear in a list of Orders to convert into Jobs in SedonaOffice. This Orders list is accessed by clicking the QuoteWerks button located on the Job Queue button toolbar in SedonaOffi...
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When highlighting the Systems menu option from the customer tree, the Active Pane will display a list of all System records that exist for the Customer. When expanding the customer tree for the System record, several tree options are liste...