Batch Import Quote to Job Entry
We often submit quotes to our customers with 30,40 or 50 line items. When we win an order, it takes so long to enter each line item in Job Entry. A batch import of the entire Quote to Job Entry would be a huge time saver. I picture entering the PO Number, Due Date only once, setting the same Ship To Address for all line items once, and letting JobBoss create all of the line items with the same data in Job Entry
- Matt Soucie
- May 4 2017
- Likely to implement
I received an email that we can soon enter BOM by import - would this encompass this as well?
Yes, definitely agree with this comment! It says likely to implement but I still haven't seen this update and it's been 7 years! My previous ERP system at my last company could do this more than 8 years ago so I'm surprised JobBoss can't do this, and that was a small/local ERP system...Would be a huge time saver and also cut down on job input errors.
This would save so much time!
Agree on the sales order comment. This would save hours...
Would be nice if/when this is implemented it be added to Sales Orders as well.