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CrisisHelper - First Aid in Tough Times of World Economic Crisis

tologo New Draft Client Job window

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In the New Draft Client Job window you can enter the details of the draft client job you add to the client quote.

New Draft Client Job window opens on New button click from the Quotes page of the Client window or from the Quotes to Clients window.

new draft client job


·Enter the name of the draft client job you create in the Name text field.
·Select the Group of Service the new job relates to from the Group: drop-down list.
·Select the Service the new job corresponds to from the Service: drop-down list.

note Note: The lists of Services and Groups of Services can be modified in the Business Settings.

·Select the units from the drop-down list on the right from the Volume text box.

note Note: The list of volume units can be modified in the Business Settings

·Enter the job volume to the Volume: text field manually or click AnyCount/CATCount buttons to use the built-in AnyCount (text count tool) or CATCount (a tool for using CAT Scheme).
See Also: Built-in AnyCount
See Also: Built-in CATCount
·Enter the job price manually in the yellow text box and select the pricing principle from the drop-down list:

job price

or copy the price from the General Prices list.

You can also automatically add the manually entered price to the General Prices list using arrow button button:

enter the price and click arrow button.  The new price record will be added to General Prices list at once.

If the price for this service already exists you will need to confirm the price replacing in the confirmation window:

confirm price

If the existing price is the same as the one you want to enter, you will see the notification pop-up window:



·Click OK in the New Draft Client Job window to add the new draft job to the database or click Cancel to close the window and cancel adding the job.


note Note: The Client Currency is displayed in green letters in bottom right corner of the New Draft Client Job window.



See Also:

Creating a Quote

Modifying a Quote

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