Project Name
You can create a new job for either a single customer or multiple customers. A job for multiple customers means many customers are purchasing using a single job.
To create a new job:
On the Company menu, point to Jobs and then select Job List
Click on the new button to create a new job
Enter all the information you may require
The following table describes some of these fields:
Name |
Description |
Name |
A unique name that identifies the job. |
Job Type |
The type of job or project. You may need to use this field to group various types of jobs. |
Group |
The group of a job or a project. A job may be grouped into many different categories, so you can report on each group profitability and others. |
Manager |
The manager of the job. |
Location |
A location of the job, the location is a place where the job is taking place. The location is useful if you want to determine the inventory flow in that location. |
Customer |
You may specify a single customer for a job or multiple customers for a job. |
Start Date |
The starting date of the job. |
Date Completed |
The date when the job is completed. |
Due Date |
The date that the job must be finished. |
% Complete |
Percentage of completion of the job. |
Reference |
A reference number |
Est. Revenues |
Estimated revenues of the job. This field is useful in comparing actual to estimation of a job . |
Est. Expenses |
Estimated expenses of the job. This field is useful in comparing actual to estimation of a job . |
Inactive |
If you no longer use the job, you may need to inactivate the job. |