Once a SalesDoc has been approved, the next step is typically to convert it into a Job for production and operational processing within Hoops.

Jobs can be created directly from the Actions menu on either the SalesBoard

or from the Actions menu within the SalesDoc view:

Selecting Create Job opens a preview of the Job description, allowing final adjustments to be made before the Job is created. This can include updating the Job Title, adding a Reference, setting a Deadline, or making other operational changes as needed.

Once saved, Hoops automatically generates a Job Number, creates the new Job on the JobBoard, and immediately transfers the user from the SalesBoard into the newly created Job for continued workflow management.

If the SalesDoc has not already been accepted by the client, converting it into a Job will automatically update the SalesDoc status to Accepted on the SalesBoard.

This helps ensure the Sales and Production workflow remains aligned while maintaining accurate status tracking throughout Hoops.

Converting a SalesDoc into a Job allows operational teams to begin managing:

All relevant information from the SalesDoc remains connected to the Job, helping teams maintain continuity from quotation through to production and completion.