The Toolbars

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There are three toolbars in the Jobs desktop:

The first toolbar shows the actions you can take with this job.  Any actions that are not possible in the current circumstances will be greyed out or not visible

        Refresh the job, saving any changes and re-loading it

     Print a Quote.

     Confirm the job.

     Deliver or part-deliver it.

     Invoice it.

     Sign off costs. You can only do this after the job is delivered. This means that if you are using job costing, you can now formally state that all the costs are now entered, so the system can logically start comparing real against theoretical costs.

    Raise a credit note (if you've already invoiced it).

     Undeliver  (when you have booked out the wrong job by mistake).

     Unconfirm (when you have confirmed the wrong job by mistake).

     Switch to 'Customer Present' mode. 

This is a toggle switch.  If a customer is looking over your shoulder so you don't really want him to see the profit percentage you are applying to the job.  In this case click this icon and it changes to to show that the customer is looking.  In this state the profit markup is hidden (though still calculated) and all references to credit problems are changed to harmless notes such as 'There seems to be a problem with this record'.  Click it again to switch it back.

    Change the customer for whom you are doing the job.

    Access to this help file.

The second toolbar shows the prints that are available to you at this stage of the job.  These will be re-prints as the original documents will have been produced as part of an Action.  I.e. Confirmation note and Jobsheets are produced automatically  when you confirm the job, the Delivery note when you record the delivery, and the Invoice when you invoice the job.

Again, a print that is not available at this stage of the job will be greyed out.

The third toolbar allows you to add and remove component parts, to switch from one part to another, and to print an analysis of the theoretical costs of the currently selected component part.