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Customers
This view will allow you to search all customers (Account, Non-Account, Non-approved)
Clicking on the Customer Name will take you into the customer record
Job Status History
Job Stock Status History
This view will allow you to see the history of the Job Status, or Job Stock status respectively, against a job Showing the Status that was set, when it was changed and by whom
Jobs No Addresses
This view will allow you to search on a JOB level
Clicking on the Job Number will take you to that Job
Clicking on the Customer Name will open that Customers customer record
Clicking on the Supplier will open that supplier record
Jobs With Addresses
This view will allow you to search on a Job Address Level
Clicking on the Job Number will take you to that Job
Clicking on the Customer Name will open that Customers customer record
Clicking on the Supplier will open that supplier record
Clicking on the Booking Depot will take you to the Depots page for that Depot
Quotations
This view will allow you to search for quotations on a JOB level
Clicking on the Quotation Number will take you to that Quote
Clicking on the Customer Name will open that Customers customer record
Clicking on the Supplier will open that supplier record
Sales Invoices
This view will allow you to search Sales Invoices and match Job Numbers up to their respective Invoice Number
Clicking on the Job Number will take you to that Job
Clicking on the Customer Name will open that Customers customer record
Templates
This view will allow you to search for any Templated Jobs that you have created
Clicking on the Customer Name will open that Customers customer record
Clicking on the Supplier will open that supplier record
Clicking on the Job Number will take you to that Job and open up the template prompt asking if you wish to create a new job from the Template or edit the Template