JobBOSS | Ideas

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
  • Attach files
  • Kelly Erickson commented
    29 Oct, 2024 09:14pm

    I received an email that we can soon enter BOM by import - would this encompass this as well?


  • Alex Slowikowski commented
    3 Apr, 2024 09:16pm

    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.

  • DAWN BACK commented
    24 Jul, 2018 08:24pm

    This would save so much time!

  • Chris Haar commented
    22 May, 2017 05:56pm

    Agree on the sales order comment. This would save hours...

  • Guest commented
    12 May, 2017 03:38pm

    Would be nice if/when this is implemented it be added to Sales Orders as well.