· Tax Rates%: Enter the Tax Rate here (without typing a % sign) if it was not already assigned from the Customer Record. Tax2 is normally used for customers who have 2 tax systems, such as PST and GST.
· Discount Type: Normal will apply any Customer discounts to the Job. Job% will apply a user-defined discount to the Job and bypass any other discounts. None will disable all discounts on the job.
· Ship-To: Make sure this is the correct shipping address. You can also pick from a list of multiple ship-to addresses in this field. This is located on the Shipping and +Ship-To(s) Tabs of the Customer Record.
· Pre-Bore/Hinge Note: This will automatically be filled in if using Boring and Hinging on a Job.
· Pair-Gap: For Pair Doors, you can change the opening gap per job. The global default is located in the Job/Order Setup.
· Job Note for Shop List: Notes placed here will show up on Shop and Packing Slips. By clicking the Get Note button, you can bring in a Note stored on the Shipping Tab of the Customer Record into the Grey Box. Clicking the Copy Note button will then transfer the Note to the 1st white box underneath Job Note for Shop Lists.
· Customer Note for Invoice/Quotes: Any notes in here will show up on Invoice Quotes/Acknowledgements. (Up to 160 Characters).
· FP/RP/Item Discount: Grayed out in the bottom right corner, these show if there are any customer carried over discounts applied on the Job.
· When Page 2 is complete, click on the Page 1 button to continue with the Job.