WeSuite
When adding the same Part to multiple Folders within an Estimate in WeSuite, in order to have that Part(s) show the correct Quantities when imported into Sedona and also on a PO for the Job, you will need to use the “Device Location” field in the Estimate.
If you do not have the Device Location Field available in the Estimate, someone with Admin Permissions will need to add that option.
In WeSuite, select Tools - Program Options - Global Grid Rights - Equipment. Select the "Visible" box for "location" and "Allow Edit."
Within the Estimate, you can use a single Number, Letter, or any combination of both for the Device Location.
In the Example below, I have three Folders within this Estimate.
In each of the Folders I have added the same two Parts but using different Quantities for each and entered the Folder Number in the Device Location Field.
Folder 1
AX100S – Qty of 1 & Device Location: Folder 1 – 1
BV300DP – Qty of 1 & Device Location: Folder 1 – 2
Folder 2
AX100S – Qty of 2 & Device Location: Folder 2 – 1
BV300DP – Qty of 2 & Device Location: Folder 2 – 2
Folder 3
AX100S – Qty of 3 & Device Location: Folder 3 – 1
BV300DP – Qty of 3 & Device Location: Folder 3 – 2
SedonaOffice
When the Job is imported into SedonaOffice the Sales Summary shows the correct Part Quantities.
The Materials Tab lists each Part contained within each of the Estimate Folders with the Correct Qty and also shows the Device Location.
When I select to Create the PO from within the Job, the Parts are listed according to each Estimate Folder and with the correct Qty.
