🚀 What’s Launching?
We’re excited to share updates that make it easier and more accurate to track Item quantities across Jobs and Quotes. These improvements are designed to align with how you work, while ensuring consistency and reliability in your data.
Accurate Planned & Used Quantities on Jobs
The Planned and Used Quantity fields will now update automatically based on the job’s status (Completed, Scheduled, Paused, or Active). To make sure your records stay accurate, we’ll also update historical jobs with the correct Used Quantity values.
Streamlined Quotes
Quotes will continue to show a single Quantity field. When a Quote is converted into a Job, this field will automatically become the Planned Quantity - no extra steps required.
NetSuite Integration
If you’re using NetSuite, these updates will connect seamlessly with your Inventory Consumption workflow, ensuring smooth data flow between systems.
Together, these enhancements make it easier to manage jobs and quotes with accuracy, consistency, and less manual work.
🎉 Benefits
✅ Accurate reporting you can trust: Reliable Planned vs. Used quantities help reduce errors and improve decision-making.
✅ Faster workflows: A simplified quoting and job conversion process removes unnecessary fields and saves your team valuable time.
✅ Better customer experience: Smoother integration with NetSuite and more consistent data means your customers see a more reliable, professional process.
🏫 Ready to Learn More?
Want to dive deeper into these updates? Please check out the resources below: