{"id":9280,"date":"2023-07-12T23:51:18","date_gmt":"2023-07-12T23:51:18","guid":{"rendered":"https:\/\/help.gjgardner.com\/?post_type=ht_kb&p=9280"},"modified":"2023-07-13T01:14:03","modified_gmt":"2023-07-13T01:14:03","slug":"create-a-dpp-job","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/au\/hc\/sales\/quotes\/create-a-dpp-job\/","title":{"rendered":"Create a DPP Job"},"content":{"rendered":"

Deposit Pending Preliminary\u00a0 (DPP) Jobs exist so that Franchisees can action pre-contract tasks within the system. DPP Jobs are not available in all regions. Once created view all DPP Job Details<\/a> and functions.<\/p>\n\n\n\n

Steps to Create a DPP Job<\/strong><\/h3>\n\n\n\n
    \n
  1. On the navigational sidebar select Sales<\/strong> > Leads<\/strong><\/li>\n\n\n\n
  2. Select<\/strong> the required Lead<\/li>\n\n\n\n
  3. Switch to the Sales Folders<\/strong> tab.<\/li>\n\n\n\n
  4. Select<\/strong> a Sales folder from the drop down list which you want to create a DPP Job. <\/li>\n\n\n\n
  5. Click<\/strong> Create DPP Job.<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    Note<\/strong>:  One DPP Job can be created in Each Sales Folder.<\/p>\n\n\n\n

      \n
    1. Fill in the required<\/strong> field criteria:<\/li>\n<\/ol>\n\n\n\n
      Base Design<\/td>Click the field and select a base design from the drop down list.<\/td><\/tr>
      Site<\/td>Click the field and select from the drop down list. Note: Add a site<\/a> to the Sales Folder for option\/s to be available..<\/td><\/tr>
      Est. Contract Price (ex GST)<\/td>The sum of deposit paid, Less GST<\/td><\/tr>
      Memo<\/td>Memo notes as required. <\/em>Note: This information appears in the Memo Field in the Created DPP. <\/em><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      \"\"<\/figure>\n\n\n\n
        \n
      1. When complete, click Process<\/strong>.<\/li>\n<\/ol>\n\n\n\n

        The DPP Job will be created with its number displayed under Sales Folder information. <\/p>\n\n\n\n

        The Create DPP Job button will become disabled for this Sales Folder.<\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        The DPP job will become available in the Jobs List menu when the DPP filter is applied.<\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        Note<\/strong>: The same job number is retained when transitioned from DPP to a Full Job<\/p>","protected":false},"excerpt":{"rendered":"

        Deposit Pending Preliminary\u00a0 (DPP) Jobs exist so that Franchisees can action pre-contract tasks within the system. DPP Jobs are not available in all regions. Once created view all DPP Job Details and functions. Steps to Create a DPP Job Note:  One DPP Job can be created in Each Sales Folder….<\/p>","protected":false},"author":21,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[50],"ht-kb-tag":[],"class_list":["post-9280","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-quotes"],"_links":{"self":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/9280"}],"collection":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/comments?post=9280"}],"version-history":[{"count":3,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/9280\/revisions"}],"predecessor-version":[{"id":9296,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/9280\/revisions\/9296"}],"wp:attachment":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/media?parent=9280"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb-category?post=9280"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb-tag?post=9280"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}