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Job Sheet Create
Job Sheet Create
- Gokila Vani Selva Rajah (Unlicensed)
- Farah S Noshirwani (Unlicensed)
- Priyasri Subramaniam (Unlicensed)
- Gracia Surialim
Owned by Gokila Vani Selva Rajah (Unlicensed)
Menu Path: Trading > Job Sheet > Workshop > Job Sheet > Create
A job sheet is like a quotation that contains 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 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:
Found 5 search result(s) for Workshop.
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