Hello,
Currently, we import D-Tools CSV's into a sales quote and then turn the sales quote into a job but I'm wondering if there is a way to create a job first and then import the CSV after.
We have quite a few projects that require us to track engineering, design, and sales time to a job long before the job is ordered so right now, if I create a job, I then have to manually create purchase orders and tie them to the job separately, which for long jobs, takes forever and leaves too much room for error.
Any assistance that can be provided, is greatly appreciated!