Menu Path: Trading > Job Sheet > Workshop > Job Sheet > Create
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Explanation The A job sheet is like a 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. Contains various types of details such as the prices, photos, estimated completion date, access details, key number, contacts and many others. Also known as the instruction card or job card. |
- The main interface of Create Job Sheet Function, on EMP.
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- 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 choose.
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the listing of the cost incurred with the job. A job cost sheet usually includes the customer name, address, job number, job description, date started, date completed, and estimated completion date along with the cost. |
- 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.
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- The Job Sheet Documents are sorted in an ascending order, with the most recent created displayed below.
NOTES:
- To Create New Vehicle → click on Customer
- Key in the new Vehicle details at the Add Vehicle Page and click on the Create button
- Click OK → it will be directed to the main page of Create Jobsheet page with the Vehicle number auto-filled as shown in the screenshot below:
- The item type search might be different from each user as system is "memorizing" the user's FIRST selection
Configurations for Create Vehicle Account
Menu Path: Control Panel > System Admin > EMP Configuration > Extended Modules > Workshop
- To set compulsary fields for Create Vehicle Account, the configuration needed to be done.
- Go to the EMP configuration page as per the Menu Path. Click on the Vehicle Creation tab.
- Key in the error message to be displayed if the fields for Vehicle details are not completed.
- Click on the Submit button.
- Example above shows the Engine Number field has error message stated and therefore, if the user Create the Vehicle Account without the Engine Number details, the error message will pop-up as indicated in the screenshot below.
Related Wiki Pages:
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