Creating Proposals, Purchase and Work Orders and Invoices from the Specification Window

Modified on Fri, Mar 25, 2022 at 5:12 PM

You can easily create documents directly from the Specifications Window rather than going to each such screen individually. To do so, 'tag' or select the desired Items on the Specifications Window, click the Create button and then select the document you wish to generate.

Review this quick tutorial to see the process in action - Creating Documents from the Specifications Window