Move Jobs to another Quote

Modified on Fri, 14 Oct, 2022 at 2:42 PM

If you have started booking Jobs against a Quote before the Quote was Confirmed by the Client, and now the Client has Confirmed a different Quote, it is possible to move all Jobs from one Quote to the other.

To move all Jobs (even Costed) to another quote:
  1. Open the Project
  2. Open the Entities > Bids tab
  3. Note the ID of the Quote you want to move the Jobs to
  4. Locate the Job Count column
  5. Click the figure in the cell, representing the Jobs you want to move, currently attached to another Quote
  6. A pop-up will open
  7. Enter the ID of the Quote from Step 1
  8. Click OK
  9. All Jobs will now be moved from the original Quote to the new Quote

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