Navigate to Job Card Lookup, right-click, and choose 'New Job based on this job ...,' or go to the main menu and select New Job Card.
You can use a specific job card as a template in Workshop Options.
Watch the video: How to use the Workshop Module - Tutorial
Hover the mouse over the different menu options. If the cursor changes to a hand (
), then click to go to the subject.
Hover the mouse over the different fields on the form. If the cursor changes to a hand (), click to get more information.
To print a pro forma invoice, select Print Pro Forma from the Print Extra menu.
Labour Breakdown.
If a stock item is marked as Labour, you can then split it between different employees. Example: Employee 1 could have worked for 30 minutes and employee 2 for 60 minutes.
You can mark a stock item specifically as a labour item on the Stock Main Form > Additional Info Tab.
The effect of this is that you can divide the work on the job card between different employees. Example: Employee 1 could have worked for 30 minutes and employee 2 for 60 minutes.
You can also keep track of the actual minutes booked and minutes worked.
In the Workshop Options > General form, you can change the names, "Minutes Booked" and "Minutes Worked" to whatever you want.
For a summary report and detail, go to Workshop > Labour
Menu Bar |
Description |
Print Extra |
You can print a work card, a pro forma invoice, or a picking list. |
Invoice |
Directly convert the job card to an invoice. |
Invoice Print. |
View, print, or email the associated invoice for this completed job card. |
Doc Image(0) |
You can attach images by clicking on the Doc. Image button on the Main Job Card form. Images can be attached and send with an Invoice by setting it under Workshop > Options > Printing tab - Attach scanned images to email |
Extra |
|
Job Card Label |
Print a label for this job. Create a custom label by selecting "Workshop Options > Printing." |
SMS |
The SMS form will open. For information on how to use the SMS form, click here. |
Service Feedback |
Obtain an evaluation of your work performance. For more information, click here. |
Create A Purchase Order |
Create a purchase order for the items that are short. |
Create Quote |
Create a quote from this job card. |
Open Quote |
If the job card came from a quote then you can open the associated quote You can access the related quote if the job card was derived from one. |
Customer Payment/Deposit |
The "Receive Payment Module" will open, and you can fill in the payment amount. The ‘Deposit Amount’ field in the additional tab will be automatically populated with the payment amount. |
Import Detail From XLSX/CSV |
Import the stock items. |
Update All Prices |
Refresh all prices if changes have been made. |
Override Credit Limit |
|
Allow Below Cost |
Allow selling the item below cost |
Allow Below Minimum Markup |
|
Allow Negative Stock |
|
Reverse |
An invoiced job card can be undone by using the reserve function. The job card will become active again, and the associated invoice will be deleted. |
Right-click On the Row |
Description |
Insert Heading Line |
A heading line could serve as an information line or could be used as a blank line to distinctively separate various stock groups. |
Columns |
Description |
Markup |
You can manipulate prices by changing the markup % on each line. The Maximum percentage indicator will change colour should the amount be lower than the allowed percentage. Set it in Workshop Options |
Additional Info Tab: Click to add additional info such as internal notes, memos, status types, etc.
Equipment Tab: Click to add service equipment.
Freehand Detail Description Tab: You can replace the job card detail line items with this freehand typed description.
Payment Tab: To add the payment detail.
New Job For This Customer: You can add a job card for a specific customer from the customer lookup or job card lookup form by right-clicking on the customer.
Can only view own.
View Restricted subset. (You can't see the fields)
Job Card: Profit, Markup and Cost won't show.
Job Card Detail: Average Cost won't show
Edit Restricted. (You can see the fields but you can't edit it)
Job Card: Comeback of Job No.
Delete.
Uncheck if an employee group is not allowed to cancel a job card.
