PDF: Client Information Form
Accounting
Creating PO’s in Webvantage
From your desktop, you’ll go to the main menu, project management, and purchase order. That’ll open the purchase order menu. To open a new one, click the green plus and you’ll see the New Purchase Order window. So here you’ll type what the PO is for. To select the ‘issued to’ vendor, double-click in that […]
Creating an Estimate in Webvantage
We’re going to look at creating an estimate in Webvantage. We’re going to start on our job jacket screen. We got there by clicking on the menu, project management, and job jacket. You can click this little search icon and pull up all of your open jobs, or if you know the specific number […]
Create Open POs Report
From your desktop in Webvantage go to main menu, desktop, report writer, dynamic reports. Click on the pencil icon next to Open PO’s. Click “Load Data”. You’ll go through the options Select date range Select by client Select by vendor Click Okay. To save the report as a spreadsheet click on “printing” at the […]
New Vendor Packet
Updated for 2022 PDF: New Vendor RCCO 2022 PDF: New Vendor FPO – 2022