- From the home screen, click the “Hamburger Menu” in the top right corner.
- Click “Workorder Entry (Custom),” and then choose your Customer.
- The header info will be pre-filled for you. To edit, simply hit the pencil icon and make changes.
- Enter your Prcpart, qty, and other pertinent line information.
- Make sure your transcode is set to build. The BOM worksheet icon will appear at the line level if it is a build order.
- You can also enter a custom order by clicking Sales » Quotes » New Quote
- Populate the appropriate header and line info.
- If you need to change the transcode to Build, click the pencil icon on the line level, then check the transcode dropdown.
