[et_pb_section fb_built=\u00bb1″ _builder_version=\u00bb3.22″][et_pb_row column_structure=\u00bb3_4,1_4″ module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb3.25″ width=\u00bb89%\u00bb width_tablet=\u00bb80%\u00bb width_phone=\u00bb\u00bb width_last_edited=\u00bbon|desktop\u00bb max_width=\u00bb89%\u00bb max_width_tablet=\u00bb80%\u00bb max_width_phone=\u00bb\u00bb max_width_last_edited=\u00bbon|desktop\u00bb custom_padding=\u00bb27px|0px|27px|0|false|false\u00bb make_fullwidth=\u00bbon\u00bb][et_pb_column type=\u00bb3_4″ _builder_version=\u00bb3.25″ custom_padding=\u00bb|||\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb4.9.4″ custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb hover_enabled=\u00bb0″ sticky_enabled=\u00bb0″]<\/p>\n
It is very important to know how to work with items in the Job. Items represent external costs or your company\u2019s work for the client. <\/span>One of the the biggest benefit of items in the Job is that you can track the status of each item individually. You can check whether the external costs were billed or if all the working hours for the client were invoiced correctly. <\/strong><\/p>\n Note: Job items are switched off in default, if you would like to activate it – contact your local partner or support.<\/em><\/p>\n Let’s take a look on two different ways how to create new items in the Job and how to pair any order, invoice or other document into the right item.<\/b><\/p>\n [\/et_pb_text][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n First method – Create items from the Sales quotation<\/strong><\/p>\n [\/et_pb_text][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n Once you create a Job, create a new Sales quotation straight from the Job.<\/strong><\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-06-08-v-9.58.02.png\u00bb title_text=\u00bbnew-sales-quotation\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb|253px|40px|||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n In the Sales quotation go to the items table and fill in the information about the items. In the column – Related to… , do not forget to copy the Job number into other items. <\/strong>This functionality is similar to the excel sheets.<\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/ezgif.com-gif-maker-3-5.gif\u00bb title_text=\u00bbwork-with-table\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb|40px|40px|||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n Before the Save<\/strong>, in the column – Related to… – you will see only the number of the Job, items are not created yet. You can see that every items have the same number – JOB-00063.<\/strong><\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-06-08-v-10.22.58.png\u00bb title_text=\u00bbwork-with-table\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb|40px|40px|||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n After the Save, you will see that each item in the table got a specific number, that represents each item. As you can see, every items got a different number. Banners have number – JOB-00063.1, Leaflets – JOB-00063.2, Newspapers – JOB-00063.3 and so on.<\/strong><\/p>\n Note: Items in the Job could be created after the Approval process<\/em><\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-06-08-v-10.26.15.png\u00bb title_text=\u00bbwork-with-table-items\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb|40px|40px|||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n In the Job, you can see all created items. Then, you can easily work with items, so you can create orders, invoices and so on.<\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-06-08-v-13.08.58.png\u00bb title_text=\u00bbjob-view\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb|40px|40px|||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n Let’s take a look how you can easily create a new Purchase order and pair it to item.<\/strong><\/p>\n Once you fill in all the information about the subjects in the order, in the column Related to … – you can easily choose a specific Job item, to which order will be paired to. Check the GIF below.<\/strong><\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/ezgif.com-gif-maker-5-5.gif\u00bb title_text=\u00bbpair-items\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb|40px|40px|||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n You can also choose items and create an order, invoice or other document straight from the Job. <\/strong>Once you choose the items from the Job table, the data will automatically copy into the new created order, invoice etc. Check the GIF below.<\/strong><\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/ezgif.com-gif-maker-6-4.gif\u00bb title_text=\u00bbjob-items\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb|40px|40px|||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n Important information about working with Sales quotation<\/b><\/span><\/p>\n 1.<\/strong> The changes in Sales quotation will affect only the values of the job items, the name of item will not be changed.<\/strong> If you want to change the name of the item, you have to change it straight from the Job in the table.<\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/ezgif.com-gif-maker-8-2.gif\u00bb title_text=\u00bbchange-job-items\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb|40px|40px|||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n 2. If you want add new items from the Sales quotation<\/strong>, add a new row<\/strong> in the table, fill in the information<\/strong> and in the column Related to … choose only the name of the Job<\/strong> and after the save, the system will automatically create a new Job item.<\/strong> Check the GIF below.<\/strong><\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/ezgif.com-gif-maker-9-4.gif\u00bb title_text=\u00bbnew-job-items\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb|40px|40px|||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n Second method – Create items straight from the Job table<\/strong><\/p>\n [\/et_pb_text][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n Once you create a Job, go to the Job table and click on the – Add new item. In the field – name – fill in the name of the item. <\/strong><\/p>\n Note: Leave the row ZERO unfilled.<\/strong><\/em><\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-06-08-v-11.44.06.png\u00bb title_text=\u00bbjob-items-table\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb|40px|40px|||\u00bb box_shadow_style=\u00bbpreset2″]<\/p>\n Would like to move with items in the table?<\/b><\/em><\/p>\n No problem.<\/i><\/p>\n <\/i><\/p>\n <\/i><\/p>\n [\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n Create as many items as you would like to and press Save button. After that, you will see the items in the Job<\/strong> and create documents into it. Check the GIF below.<\/strong><\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/ezgif.com-gif-maker-7-4.gif\u00bb title_text=\u00bbjob-table\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb|40px|40px|||\u00bb box_shadow_style=\u00bbpreset2″]<\/p>\n Would like to move with items in the table?<\/b><\/em><\/p>\n No problem.<\/i><\/p>\n <\/i><\/p>\n <\/i><\/p>\n [\/et_pb_image][et_pb_text _builder_version=\u00bb3.26.5″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb-14px|40px||||\u00bb custom_padding=\u00bb12px|0px||||\u00bb text_font_last_edited=\u00bboff|desktop\u00bb global_module=\u00bb14686″ saved_tabs=\u00bball\u00bb]<\/p>\n