# Service Center

# Create Job Card



# Updates

# Job Card Update to Quotation

##### The job card have been updated from using Job Cards Items to Quotations Items to have a better control over the amouts/Tax/Discounts ...etc.

**Quotation Tab and Sales Order Tab have been added to the Job Card Dialog**

<span style="text-decoration: underline;">Labeled with <span style="color: rgb(224,62,45); text-decoration: underline;">New</span></span>

[![image.png](https://kb.easifycloud.com/uploads/images/gallery/2026-03/scaled-1680-/yAEimage.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-03/yAEimage.png)

**No more adding items/services within the Job Items.**

<span style="text-decoration: underline;">Read Only TAB</span>

[![image.png](https://kb.easifycloud.com/uploads/images/gallery/2026-03/scaled-1680-/image.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-03/image.png)

**All Job Cards Items have been migrated to Quotations/Quotations Items.**

<span style="text-decoration: underline;">All existing job cards have a linked Quotation with items</span>

[![image.png](https://kb.easifycloud.com/uploads/images/gallery/2026-03/scaled-1680-/VYEimage.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-03/VYEimage.png)

**Step one in adding Items is createing Quotation for this Job Cars.**

<span style="text-decoration: underline;">Click on Quotations then Create Quotation.</span>

[![image.png](https://kb.easifycloud.com/uploads/images/gallery/2026-03/scaled-1680-/CcTimage.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-03/CcTimage.png)

**A new quotation will be added and linked to Job Card/Customer**

<span style="text-decoration: underline;">This Quotation can be opened from the Old/New Systems</span>

[![image.png](https://kb.easifycloud.com/uploads/images/gallery/2026-03/scaled-1680-/kX9image.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-03/kX9image.png)

**To add Items, click on Quotations Items.**

<span style="text-decoration: underline;">Search for the part-number and add the quantity.</span>

[![image.png](https://kb.easifycloud.com/uploads/images/gallery/2026-03/scaled-1680-/FYximage.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-03/FYximage.png)

**A Quotation can be converted to Sales Order.**

<span style="text-decoration: underline;">From the Qutations Items Tab, click on Create Sales Order</span>

[![image.png](https://kb.easifycloud.com/uploads/images/gallery/2026-03/scaled-1680-/A4Nimage.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-03/A4Nimage.png)

**Or Sales Order can be created directly**

[![image.png](https://kb.easifycloud.com/uploads/images/gallery/2026-03/scaled-1680-/bX4image.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-03/bX4image.png)

**Add Good to Sales Order**

<span style="text-decoration: underline;">Find the part number</span>

[![image.png](https://kb.easifycloud.com/uploads/images/gallery/2026-03/scaled-1680-/MRYimage.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-03/MRYimage.png)

<span style="text-decoration: underline;">Click on the search icon</span>

[![image.png](https://kb.easifycloud.com/uploads/images/gallery/2026-03/scaled-1680-/xfgimage.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-03/xfgimage.png)

<span style="text-decoration: underline;">Find the items</span>

[![image.png](https://kb.easifycloud.com/uploads/images/gallery/2026-03/scaled-1680-/dEdimage.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-03/dEdimage.png)

<span style="text-decoration: underline;">Select Items then click add to order</span>

[![image.png](https://kb.easifycloud.com/uploads/images/gallery/2026-03/scaled-1680-/K9Gimage.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-03/K9Gimage.png)