This feature allows you to obtain a list of your quote items without prices on the work order, which will help you when loading your trucks, ordering products or simply allowing your technicians to consult the quote items, without having access to the prices.
Here's how to do it:
Open the accepted quote
Click on Actions and then on Add a visit
In section 2 of the Work order Purchase order items, click on the arrow at the end to display the quote items without prices to your technicians.
It is also possible to click on Actions in the Work order and generate a Purchase order to send to a supplier, with the list of unpriced items, if you have clicked on the arrow next to Hide in this section.
Note
The visit must be in the same Job folder as the quote for this to work, so you need to go back to the Job folder containing the quote and/or return to the quote to locate the associated visit.