Create Dispatch From Quote
Once a quote has been accepted it is a good idea to create a dispatch for it so that the work gets scheduled and any parts needed for the quote get ordered. This can be accomplished by recalling the quote and clicking Activities | Create Dispatch.
When you select this option a screen will appear that will allow you to carry the parts, billing codes and history codes from the quote to the dispatch. Place a check mark next to the items you want to carry to the dispatch. These items will then flow to the invoice that is created once the dispatch is completed.
Note that it is possible to create many dispatches from a single quote. So only bring over the items that are needed for the dispatch you are creating. The remaining items will be available when another dispatch is created from the quote.
If you need to order parts before scheduling the dispatch, assign the dispatch to the BackOrder column on the Schedule tab and follow this procedure to order the parts. Otherwise, save the dispatch and assign it when you're ready using the Electronic Dispatch Board.
How do I get to this screen?
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