How to Bulk Send Jobs to Vendor

This article explains how to use the bulk selection feature in the Service Jobs module to efficiently send multiple jobs to the vendor, generating the vendor memo in the system. 

This feature is particularly useful when there is a need to send multiple jobs at once, and significantly streamlines this process, saving valuable time and effort. The method involves selecting the desired jobs, using the pink rounded action button to choose the 'Send to Vendor' option, entering a description, selecting a destination account or vendor, and opting for a shipping method. Should there be multiple origins for the selected jobs, multiple Vendor Memos will be generated. You can also send the created Vendor documents to the email of your choosing.

For a visual and more detailed, step-by-step walkthrough, please watch our instructional video.

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Sending Jobs to Vendor