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Order Entry > New Job
| • | The New Job dialog will be displayed. Notice the highlighted fields requesting our attention. The Job Number may be automatically created depending on system settings established by your SA. If no Job Number has been created your first step will be to enter a new number. To confirm you are not choosing an existing job number, use the search icon to the right of the data field. |
| • | Job Type will always default to Standard Job and, in this example, this is exactly what we want. Tab through this field. |
| • | As we established, our customer is ABC Plumbing Company from Watertown, MA. When familiar with the customer’s unique code you can simply enter that code here. In this case, use the search icon to the right of the data field to search for the corresponding code. |
| o | By default, this list box will sort by the Customer Code. Change the prompt to Company and begin typing ABC Plumbing. You can see the list re-sort and an initial suggestion based on the data you have entered. Take a look at the records existing for ABC Plumbing and double-click the Watertown, MA location. |
| o | You will be immediately returned to the New Job dialog and the Customer Code is now populated. Tab to continue to the next suggested field. |
| • | Notice the Billing Customer has been populated and the Company description is now visible next to both fields. This is thanks to the existing records for this customer. If there was a case where the Billing Customer was something other than the default, you could change the code at this time before continuing. |
| • | The Contact for this customer has also defaulted from the record. Again, any change needed specific to this job may be made now, in this case Tab to continue to the next field. |
| • | Initial Job Status is the stage in which we are starting this job. This will default to Order in Process but, as we know, we are actually starting by requesting vendor quotes. Using the drop down list, change the status to Request for Quote and Tab. |
| • | Notice some of the suggested fields have changed. Based on information you are providing, the Xebra is guiding you through the necessary steps. Always pay attention to these fields and complete them as thoroughly as possible. |
| • | Our Contact, Andrew Pipes, has asked that we deliver this product 3 weeks from now. In the Due Date field enter +21<TAB> and allow the system to automatically calculate the proper date. This Due Date field is specific to the job as a whole. Adjustments that might be necessary for a particular product will be made upon entering the line item. |
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