f an Estimate contains Consumables, Quantify enables you to create a sell Consumable Transaction from that Estimate. The procedures below show you how to do that.
To create a sell Consumable Transaction from an Estimate:
Click the appropriate Branch Office, then click the Estimate tab.
Locate and select the appropriate Estimate, then click the Copy To menu and select Copy to Sell Consumable Transaction.
The Sell Consumables dialog appears.
Complete the Billing settings if these Consumable items will be invoiced:
Click the Materials on this transaction are billable checkbox, to put a check in it.
Click the Job Site dropdown and select the appropriate Job Site.
Click the Order dropdown and select the appropriate Order, as required.
Click the Date calendar icon.
Note: By default, the date is set to the Delivery date of the Estimate.
Locate and select the appropriate invoice date.
This is the date Quantify will use for invoicing.
Click the Consumables Tab.
The Sell Consumables dialog refreshes.
Locate the appropriate Consuamble, click in its cell in the Quantity column and enter the counts of material ordered.
Click in its cell in the Price Ea. column and enter the price of one piece.
Repeat the above two steps as many times as necessary.
Click OK.
Quantify adds the completed sell Consumable Transaction to the Transactions tab.
