The Part 1 video walks through the initial steps of creating a new job in RollMaster. For deeper functions (like line items or install dates), refer to Part 2 of the video series.
Steps Covered in Video
Below is a high‑level breakdown of the key tasks shown:
1. Creating the Order
• Start a new Order in Order Maintenance
• Pick the appropriate branch
2. Selecting the Customer
• Search for and choose the correct customer profile
3. Setting Sales Rep & Job Type
• Assign a salesperson
• Choose the relevant job type from the pick list
4. Adding Notes
• Enter any necessary customer or job notes for reference
5. Main Tabs Explained
• Sold‑To: Billing contact info
• Ship‑To: Delivery address
• Job Detail: Core job attributes
Next Steps
Proceed to Part 2 of this video series to learn how to:
Add Line Items
Assign Material
Add Deposits
Set Install Dates