How to Set Up and Manage 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.
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