Menu Path: Trading > Job Sheet > Workshop > Job Sheet > Create
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The quotation that contains all the work sheets that have all the information to do the job, to aid the worker in performing a certain task. |
- Key in the respective fields according to the steps labelled as above.
- Key in any relevant keyword into the Item input box to get the list of items available to be selected.
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- Select Branch and click Change
- Key in Registered Member card ID or click MEMBERSHIP for search function
- Key in Specific Customer PKID or click on CUSTOMER for search function
- Select Supervisor or Person in Charge → by default is log in user
- Select Jobsheet Date and Complete Date → by default is current date
- Key in Usage / Mileage, Reference → for record purposes
- Click on 'Terms, State and more' → to put more information
- Key in Group Discount Amount and tick Add Discount → or click for percentage
- Key in Item Code or click Item for search function
- Click Edit/Delete → to change the item selection
- Click Purchase Non Stock Items → to proceed to Purchase Non Stock page
- Click Trade In → to proceed to Customer Credit Memo page
- Click Save Job sheet to confirm the Create Job Sheet process.
- The Job Sheet will be created upon clicking the Save Job Sheet button.The Job Sheet Documents are sorted in an ascending order, with the most recent created displayed below.
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NOTES:
- To Create New Vehicle → click on Customer
- To create new vehicle, click on the Customer hyperlink on the Create Jobsheet page.
- The user will be directed to a new page. Click on the New Vehicle hyperlink as shown in the screenshot above.
- Key in the new Vehicle details at the Add Vehicle Page and click on the Create button.
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- Click OK and the user → it will be directed to the main page of Create Jobsheet page with the Vehicle number auto-filled as shown in the screenshot below:
Configurations for Create Vehicle Account
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