Add Quote Line Items to Job Costs

Permissions (31).png

If you would like to copy your section line items over to the Job:

  1. Go to the Costs tab. 
  2. Select New Cost
  3. Select Copy Materials from Quote.
  4. Select the relevant quote and highlight the line items you want to copy to a job.

Note: The Costs tab does not support line-item discounts. If your quote includes discounted items, the original sell price (before the discount) will be used when copying to Costs. You can manually adjust the Unit Sell Price on each cost item after copying to reflect any discounts.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.