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| o | Prepare Customer Quote – First step in quoting your customer regardless of how you received quote information from your vendor(s). |
| o | Record Customer Order – Initiates the Order in Process once your customer has accepted a Xebra issued quote. |
| o | Prepare Vendor Purchase Order - Initiates the creation of vendor purchase orders for existing line items. |
| o | Customer Acknowledgement – Issued to your customer for approval once the entire job is laid out. This is typically the last step of confirmation before Purchase Orders are issued to vendors. |
| o | Print Packing Slip - Prepares Packing Slip for all existing line items. Most often used for general inventory items upon release. |
| o | Receive Vendor Invoice – Initiates the receipt of vendor invoices. ALL job related invoices must be processed through this function to accurately be portrayed in accounting and history records. |
| o | Enter/Relieve Inventory – ONLY used in General Inventory activity. For more information see the chapter on General Inventory. |
| o | Invoice Customer – Initiates the customer invoicing process. CAUTION: Depending on your security restrictions, once you invoice a job you may be prevented from performing further functions or editing on that job. |
| o | Print Shipping Label - Prepares basic Shipping Label based on Customer Shipping Code on job or main job Alternate Address when in use. |
| o | Sales Tax Reversal - Credits current job and creates identical new job removing all Sales Tax. For more information, see Reverse Sales Tax in the Receivables section of the Bookkeeping chapter. |
| o | Credit Job – Creates an identical copy of the current job to use for crediting purposes. |
| o | Print Job Summary – Provides a detailed summary of the current job for referencing or record purposes. |
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