I have learned so much from your videos thanks for sharing! Hahaha..we are all working remotely and have our kids steaming too..crazy times. I haven't seen anything on it yet, but are you able to assign a customer PO to a project? In the sales invoice you can enter it in External Reference No. but I'd like to have that assigned at the job level and brought onto the invoice like other dimensions.
@WebSanSolutionsInc3 жыл бұрын
For that we generally just add a custom field to the header of the Job and ensure that it carries onto the Invoice form automatically. A relatively easy customization.
@kaishamuyesu84674 жыл бұрын
Thank you so much. I have learnt alot. How much do you charge for remote assistance
@WebSanSolutionsInc4 жыл бұрын
We provide remote assistance for companies all over North America. To learn more about our support, visit our website: www.websan.com/support
@Temigin4 жыл бұрын
Is it possible to link a Job to a Sales Order or Quote?
@WebSanSolutionsInc4 жыл бұрын
Unfortunately, I don't think that's possible because typically the Job will initiate the Sales Invoice from there.