Getting Started - Setting Up Job Default Sales Items

Sales Items on your Job Default Sales Items list, will automatically show up when you add a new job. This is handy for Sales Items that you charge on a frequent basis. For example, if you normally charge a Gas Surcharge, you will want to add this to your Job Default Sales Items list, so that you do not have to manually add that each time you add a New Job.

  1. Click Setup>Job Default Sales Items.
  2. Click "Add"
  3. Type the "Item Name" or "Description" of the sales item you want to automatically add to every new job (if the sales item is new, click "Add New").
  4. With the sales item that you want to add to every new job highlighted, click "Accept".
  5. After adding the Sales Items to your Default Sales Items list, click "Accept". (click here to see an example).

 


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Adding Your Drivers

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