A video covering booking in and out is available below.
Now that we have created a new job document on the Main Form, we need to save it in Transactor Desktop as a job.
Choose the 'Book In' action from the Action Bar...
Although through the usual course of a job you would first Book in, then maybe Bookout ongoing and then finally Bookout complete when it's finished, it is possible to create a new job and then Bookout Complete immediately, skipping the Book in and ongoing stages.
After choosing the Book in action, you'll be prompted to select which documents you wish to print at this stage, so you could print off a Job Ticket if you wish - just select it from the list and send it to your printer or the preview window.
You can configure Transactor to always print a Job Ticket on the Book in action. See the User Guide topic 'Printing Rules'.
You'll notice the 'State' at the top right corner has now changed to read 'Booked in'.
Suppose we wish to make a change to the job now...
Use the Action menu or the Edit Job button on the Action bar to edit the job.
Add a reference to the 'Your ref' box and also try changing the Job Dept.
Change the price of one of the line items by moving the 'focus' to it and pressing RETURN or double clicking.
Book the job back in. (yes we're testing you here!)
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