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
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  • Alex Slowikowski commented
    03 Apr 21:16

    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.

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  • DAWN BACK commented
    July 24, 2018 20:24

    This would save so much time!

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  • Chris Haar commented
    May 22, 2017 17:56

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

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  • Guest commented
    May 12, 2017 15:38

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

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