Using the PER QUOTE feature in DSM.

The purpose behind this is to allow you to bill customers for numerous items and have the invoice show only one description & price while still keeping track of everything behind the scenes.

First, a few simple configuration options need to be set.

Go to file, table maintenance, product codes as seen below.

Next, click the FIND button and see if it’s already there. Look for the product code “PQ”. If it’s there, just cancel. If you don’t see it, click the ADD button and add it in EXACTLY as shown below.

Next, go to the schedule and find a job.

Double click the job.

Once viewing the job, hit the DETAILS TAB (F3). You will need to make sure the PQ product code is the first thing you put on this job. So, click the Ad button and put it on the job. Do not put a quantity. Just ad it in there with NO price. This will ensure the system to do what it’s supposed to do.

Now, ad in the regular items you’re going to do.

Next, verify the job ticket info and the billable items appear.

Now, edit the PER QUOTE ITEM. Type the description that you wish to have show up on the invoice.

Go to billing, generate invoices.

Find the job you wish to bill, and bill it.

The invoice will now have the total of all the items you billed, but retain only the description you put on the PQ item.