Moving Between Shipping and Quotes whilst Highlighting a Job

Moving Between Shipping and Quotes whilst Highlighting a Job

The easiest way to move between the Shipping and Customers / Quotes screens is to use the buttons for each at the top of the page. But, what if you want to do so whilst keeping tabs on the job that you are working on? 

From the Shipping Page, if you selected View Quote, you will be taken to the Customers / Quotes page with your job highlighted by a pink border:





You can also do the same in reverse. If you click on the job status to bring up the job window, you can click View on Calendar to see the job highlighted on the Shipping screen.




    • Related Articles

    • Add A New Quote for An Existing Customer

      To create a new quote or job for an existing customer, you have two options. Either way, begin by finding the customer in the search bar at the top of the page (1), then click SELECT (2) on the corresponding row. This will open up a list of previous ...

    • Using Quick Quote

      The best way to add a new customer to AGG SMART is when they call in to place an order. Simply click on Quick Quote (1) to bring out the New Quote panel (2) from the right hand side of the screen. The top section asks you to fill in information about ...

    • Add A New Quote for A New Customer

      If you receive a quote request from someone who does not appear to already be in your AGG SMART Customers section, you can create a quote for them and add them as a customer at the same time. First, ensure that they do not already exist in the system ...

    • How to View All of the Changes on a Quote/Job/Delivery

      NOTE: This feature is not switched on by default, and is only available on request. Please call on 0116 298 2888 or email support@aggsmart.co.uk to enquire about adding it to your AGG SMART user. The Audit feature in AGG SMART allows you to see any ...

    • Customer Discounts

      As well as Project Prices, you can also give customers a monetary or percentage discount over your retail prices. To do this, just edit the customer and select the discount type and amount. Then when you next quote them up for a job, AGG SMART will ...