Then, the Listing of the materials used are gong to be part of my sale. But all those connectivity and system details are needed for the bench/repair shop. They get info in QB, and even Start Date for tracking when it got placed in service and End Date for when it was Pulled from service. My Well 3 pump and my Booster Pump = two job names for you, under my water district as Customer Name. In QB, I would track Serial Number as account # for that Job Name, so that when you work on my Pump, you have the history of all work on that pump. Or, you want all of that identifying info for that pump on an entire Intake form, and in QB, the labor item is Priced as the Labor task, such as Rebuild or Weld or Bench Test. That means you can set up Service Items to show you Worked on a Stainless Steel Pump at 6" dia a Cast Iron Pump and 6" etc. The QB program doesn't provide for tons of data that won't be related to the Operations and Financial data.Įxample: You can put Info on items as part of name and description. You can set up an Intake Form for all of this Job Order tracking needs. It will never allow you to put Tons of text and boxes and fields like you are asking you are asking for Specs (specification) tracking. It allows you to track sales, and Pre-sales. Some of your attachment is not displaying well. Example: Ship Date can be Relabeled on the Template to be "Class date:" for a Tutoring or Training business, because "date of delivery" is the date they Deliver the materials to the students by holding a class session. So, again, without knowing what you want to use for the data in these Header fields, it is hard to point out the better function. Example from when I teach this lesson: "B-Day" in Rock Castle Construction (Birthday) can be entered as "5 apples" because there is no Date Format checking and there is no little calendar icon. Also, excluding Enterprise, you cannot define a custom field as "from a list" or "as a date" which means there is no Consistent entry that makes report Filters work well. I use Account Number, not Custom, for Contract #, because it shows in more places. The reason to avoid custom fields, when there are fields available that you can use for that same purpose, is that the provided fields are already part of the relational database and report better. For instance, "Contract" for Rock Castle Construction was Before the customer center now offers Account #. Let's also examine that using Provided fields is better than lots of Custom Fields. I cannot specifically recall I think it is 14 fields, but only 5 max for any Name Type. And there is a Limit to how many Custom Fields you can enable and use. Use that scrollbar to see that the Custom FIelds of Spouse and Contract are why you see More Fields. Once you enable them, and you Label them, you can Select them for use in templates. You can use custom fields for Names and for items. Now, the Differences you see in Rock Castle Construction Header can be learned by Edit Customer click on Additional Info, and on the right you see some Custom Fields, and the Define Fields button. The programs that support Back Order Tracking allow you to have the columns for tracking the Qty ordered vs delivered, for each invoice created that is fulfilling one or more SO for that customer name. Next, the "Custom SO Template" = From a Sales Order (SO) as a Fulfillment process. If you see a little square calendar, that will be a Date field example: Ship Date. When you activate a field (not really a Box) and then look at it using Create Invoice, if you see a little dropdown arrow, that means it will come from a List example: Terms. They will Fill from the database for the Customer Record, since you are asking about Header fields, excluding a few that are Freefom text, such as Customer's PO # is a text box. You haven't identified what you want these boxes to provide.
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