Work Orders

Work Orders acts as a job ticket and schedule sheet. They list the materials needed for the job and allow you to track the loading and use of those materials.

To access work orders, simply click on File from the top menu, then Print, then Work Order. You can also access work orders with the F4 "hot" key.


As with proposals and invoices, the work order will first prompt you with a Retrieve screen that allows you to select a date. The work order will then start by recalculating the prices for the job for the selected date. Next it will display a list of all the phases in the job. If you wish to print the work order for only a particular phase, select it and click OK. If you wish to select more than one phase, hold down the Ctrl key while clicking on all the phases you wish to include. Note that selected phases will be hightlighted in blue, and that any optional phases on the job will not appear on this list until the Optional Sequence checkbox is turned off for that phase. Click OK once you have selected the desired phases.

After you select the desired phases, you will be asked, "Do you wish to include maps?" If you click Yes, the map from the Driving Directions window will be printed on the work order. Select No if you do not want the map on your work order. In either case, the driving directions will still appear on the work order.

[021208] Next, you will be asked, "Do you want a summary load sheet at the end?" Click Yes to print a summary load sheet at the end of the work order. This totals up all the materials used on all the individual work orders in this batch so you know how much of each to load on the truck. Click No if you do not want a load sheet printed on the work order.

All items will be printed in phase order, and any optional sequences or upgrade items will be ignored.

When printing quantities required, @Quote Plus 32 rounds up to the next tenth of a unit (bag).

Depending upon the option selected in Work Order defaults, the work order will display the labor amount contributed to the pool for each item -- in detail and/or as a total amount.

Information on how to set up and edit the various defaults related to work orders can be found on the Work Order defaults tab.

If Inventory Tracking is turned on and your Return Method is set to either "Dollar" or "Grid", upon printing the work order you will be asked if you wish to deduct the inventory. Answering Yes will cause @Quote Plus 32 to deduct the material quantities from the inventory on-hand. Any items out of stock (quantity of zero) will have their back-order incremented.

Note that @Quote Plus 32 will only ask to deduct the inventory if the work order is being sent to the printer - this way you can view it on-screen as often as you need without having the inventory deducted every time. Furthermore, the inventory is only deducted once for each job. Once you tell @Quote Plus 32 to do it, it will not ask again. If you answer No, @Quote Plus 32 will ask each time you print the work order until such time as you answer Yes.

See Printing for information on the Close, Print, Setup and Save buttons, Faxing for information on the Fax button, and E-mailing for information on the E-mail button.

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