Menu Path: Trading > Job Sheet > Workshop > Job Sheet > Create
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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. |
- 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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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.
- 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.
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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