Difference between revisions of "Transaction Entry"

From SVContheGO Online Manual
Jump to navigation Jump to search
m
m
Line 24: Line 24:
 
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Job Number]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Job Number]]
 
|-
 
|-
| colspan="4" style="width: 265px;" | [[Glossary#Cust_Name|Site]]
+
| colspan="4" style="width: 265px;" class="fieldGrayBackgrounds"  | [[Glossary#Cust_Name|Site]]
 
|-
 
|-
 
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]

Revision as of 10:11, 27 June 2023

Select Search > Jobs > Select the job > Go to the transactions tab > Select Add from the More drop-list.
Use the back office transaction entry form to add transaction to a job. 
       
Fields
Work Order     Job Number
Site
Address Ext State Billing Contact
Address Email Country Terms
Address   Facebook Tax Schedule
Zip     Tax Exempt No
Phone     Price Level
Fax     Salesperson
LinkedIn     Account Manager
Twitter      
 
Transaction Entry - Inventory
 Top
Sites Tab
Transaction Entry - Purchases
Sites are managed using the Site Management form.
 Use the More drop-list to Add a new site
 Select a site in the results grid to Edit the site.
 Use the More drop-list to Search for an existing site.
 Top