Converting Linked Estimates to a Job
Modified on: Thu, Oct 20, 2022 at 4:32 PM
PrintPoint provides you the option of converting linked estimates to a job. This is beneficial if, for instance, you have a cover estimate and a text estimate and want them to be associated once converted to a job. PrintPoint will give each of the estimates the same job number but will add a sequence character for distinction. For example...
Estimate # Description Job #
20001 Booklet Cover 10001-A or 10001.1
20002 Booklet Text 10001-B or 10001.2
This approach will give you the opportunity to use the CombiJob Ticket and keep both parts on one ticket.
- Create two estimates.
- Link the two estimates (See the Linking Chapter).
- Use one of the two methods described earlier in this chapter to convert one of the estimates to a job. Converting an Estimate To a Job from an Estimate Detail Screen OR Converting an Estimate To a Job from the Estimate List View
- PrintPoint Displays the Linked Estimates Ready for Conversion to Jobs dialog.
- From this dialog you can choose to unlink parts, choose job quantity, job due date, etc...
Linked Estimates Conversion Dialog
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