Category - Quotes & Orders

A part is a catalogue (non-designed) line item — hardware, an accessory, or a bought-out component — added to an order alongside designed window/door items. Parts are added from the order’s Items tab with Add Part, which opens the Part selection dialog; pick a part, choose Next, and the part editor opens for pricing, quantity […]

Copying saves re-keying a document that is nearly the same as one you already have. On the quotes and orders lists a Copy button on each row starts a copy; the copy is a new document, so changing it never affects the original. Copying for the same customer Press Copy and confirm. You get a […]

When you place a quote and a deposit is required, the customer’s open credit notes can pay all or part of it — for example the note created when an earlier order was reverted to a quote. When the prompt appears On Place Order, if a deposit is required and the customer has credit notes […]

Every order item carries a design type, chosen on the item selector (the radio buttons Custom Design, Std Design, Std Size, Editable Std Product, Std Product). The type is saved with the item and is applied again every time the item is reopened. It decides which tools the item designer offers; the geometry engine itself […]

Every window and door item shows one Egress badge for the whole unit. It is informational only: saving, pricing and validation are unchanged. Badge Meaning MET At least one opening of the unit meets egress. NOT MET The unit has evaluated operable sashes and none meets egress. (hidden) Not applicable: not a window or door […]

Every line item carries an Install flag. Only flagged items go on the installation ticket, so you can sell a unit on an install job without scheduling it for installation. The flag is not ticked by hand: it follows the series’ Install option. Setting up the Install option In OJ Setup > Options, open the […]

Customer-facing documents (order acknowledgement, quote, etc.) are printed from the Order List using its Print button. The documents offered are the reports attached to the Order Document Report panel (and related order/quote panels) — so the setup task is to attach the report to that panel once, after which any user can print it. One-time […]

Line items on an order can be put in any order you like. There are two ways to do it, and they do exactly the same thing. Way How Best for Drag and drop Press and hold on a line in the item list, drag it over the line you want it to sit at, […]