How do I copy items from another job?
- Open Procurement on the job you want the lines on. Press More (the three dots beside the search), then Copy from another job. On a phone More is on the title line.
- Pick the job to copy from. The list shows only the jobs you can open that have lines, and never the practice job.
- Its lines show with a tick on each one. Untick what you do not want. A line already on this job, with the same name and the same supplier, shows Already on this job and is left out.
- Press Copy N lines. Each copy lands on this register still to order.
- A copy carries the name, the supplier, the description, the specs, the quantity and unit, the trade, the colour and the lead time.
- It never carries a date, a status, an order number, a price, a quote, a photo, a file or a chase. Those belong to the order on the other job.
- Each copied line needs its required-on-site date. Give it one, or link it to an activity on the programme, and the order-by date fills in.
Worth knowing
A lead time that was right on the last job can be wrong on this one. Check it with the supplier before the order-by date counts from it.