Job Sheet Create

Menu Path: Trading > Job Sheet > Workshop > Job Sheet > Create

• 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 Documents are sorted in an ascending order

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: