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How to create a smart set for jobs waiting to be picked up
How to create a smart set for jobs waiting to be picked up

Describes hot to create a smart set for jobs waiting to be picked up.

Chris Minassian avatar
Written by Chris Minassian
Updated over a year ago

The below instructions will allow you to find jobs that are concluded but still waiting to be picked up.

  • From the BusinessMind home page click on the Workshop link

  • Here you will see a section called View Jobs which will contain smart sets you created as well as some predefined smart sets.  Click the New SmartSet Query option.

  • Modify the smart set name to your needs.

  • Select the columns you would like to appear; We recommend Concluded, Job Sold Invoice, Job Brief, Job Specification, and Stocked SKUs

  • Select Concluded from the drop down menu, is, true

  • Press the plus icon then select Job Sold Invoice, is, and leave the field blank

  • Press the plus icon then select Stocked Skus, is, and leave the field blank

  • Save and run your smart set which will display concluded jobs that have yet to be sold/picked up.

If your looking to find all open jobs (jobs that are not canceled and not concluded) simply click the Active Jobs smart set.

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