Auto Update Job Cost records for Product Order

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• Job Cost Overview

  1Stop takes an entirely different approach and has revolutionized the Job Costing process. By leveraging our built-in processes across all aspects of your business, you can finally gain clarity on true profitability at the job level. And the best ...

• Auto Update - Job Related Record Status Fields

  Every time you update a Product Order record it automatically updates the related Job record's Related Record Status section. This provides the team responsible with scheduling the job the most up-to-date information on the Product Order, Permit, HOA ...

• Complete Setup of Product Order

  Once a Product Order record is created you will need to review the Product Cost Entry Form to ensure the appropriate products you need to purchase are included in this section by either removing the products that have been copied from the Job or ...

• Approve No Cost Product Order

  If the Product Order has no cost associated with it then after receiving or picking up the product you will have a Approve No Cost transition to approve and close out this product order record. The following video provides an overview on th

• Create Product Order Record from Job Record

  There are 2 ways to create a Product Order record from the Job record. The first is via selecting Yes in the Product Order Required field in the Job Blueprint which currently is included in the Approve to Proceed transition in the default setup. The ...