Create a job

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:

  1. On the Company menu, point to Jobs and then select Job List

  2. Click on the new button to create a new job

  3. 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.