Job Operation Categories
You are able to change and create new job operation categories in the ‘Job Operation Categories’ screen. Job operation categories are the drop down headers that you see on the quote screen.
The reason for ‘Job Operation Categories’ is to categorize your job operations so that you can make it easier for you to search for operations on the quote screen.
If you go into the ‘Job Operations Categories’ screen you are able to create a new category. Click on the ‘Create Operation Category’ button.
Create a name for the category and a description. You are also able to set an order number. If you have specific categories you would like to see first on the quote screen you are able to set an order. If you don’t they will go in alphabetical order.
In the ‘Job Operations’ screen choose an operation and click on the little magnified glass.
Click on the drop down box and select the category that you want the operation to be under. You can add the operation to more than one category if you wish.
You will now be able to see the operation under the correct category in the quote screen.
Related Articles
Upload Product Categories for faster setup
Product Categories serve as a way to organize a company's product offerings. To manage these categories effectively, CSV exports and imports can be utilized. Adding and updating Product Categories can be a time-consuming task, especially during the ...Sub Categories
Categories of various types provide for the structure of different products offered. Categories are divided into types: Category The ‘building blocks’ of the Product Category Tree Filters For ‘Simplified’ products Products Static Products, Single ...Job Audit
How to set up and run a Job Audit Navigate to the Operations page (Admin>Factory Configuration> Equipment Operations). Open the operation and Click Reporting & Accounts Tab as per the screenshot below By default Audit Default Value = Quoted There are ...Job Operations
The following procedure outlines how to setup a new job operation in IQ. All this is managed from ‘Job Operations’ under ‘Equipment’. See below screen shots on how to get to this: From the Admin > Configure Factory > Job Operations option you will be ...Operation Component Definitions for Job-Finishing
Differences Between SIDE, SECTION and JOB Operations IQ has an extremely powerful engine that drives each operation. The component records for SIDE, SECTION and JOB operations all have different functionality, and you need to decide what you want to ...