Automatically Tag the Order Lines - System Option

>Utilities>System Options>Schedule Pro>Order Entry

Category-Data Transfer

Type-Must be Global 

This setting refers to the way an order first pulls in the Schedule Pro in the Schedule New Jobs screen. 

No Lines

If multiple “trades” are entered on an order, this would be the best choice.  This pulls the lines over untagged, and the person doing the scheduling can tag the lines they’d like to schedule. 

All Lines

If the orders are generally entered separately for Carpet, Vinyl, Hardwood, and so on, this is the best choice.  When an order is pulled into Schedule Pro, all the lines are already tagged. 

 

Deduct Capacity Lines Only

This setting is for those who don’t want to put all the lines from an order onto their schedule.  They are scheduling based on “Deduct Capacity” lines only, which can be either primary service lines or primary material lines, depending on how Job Types are set.  This, too, is a better choice if the various flooring types are entered on separate orders rather than many types on one order.