Default Browser Views

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

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

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

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

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

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

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