Create Jobsheet (Trading) [MIGRATED]

Migrated to http://wavelet.asia/customer-portal/2011/02/25/create-job-sheet/
  • Trading > Jobsheet > Create
  • Jobsheet is created to ensure a job or task can be carry out efficiently.
  • Select a Customer.
  • Click on 'Item', a fuzzy search will appear to search for items.
  • Enter a keyword to begin a search. Items that match the search criteria will be listed.
  • Click on the respective item code to select the item.

  • Enter the Price and Quantity
  • Salesman refer to the person who advise the customer to buy the item.
  • Technicians refers to the person who setup or install the item.
  • Department Code is optional. Refer to Add Department to setup the Department Code.
  • To setup the Tax, refer to Add Items, Configure Tax Settings and Add Tax Configuration.
  • Click 'Submit', the item will be added to the Jobsheet.

  • Enter the Complete Date. Jobsheet Date will be the current date.
  • The Reference Number and Remarks fields are optional.
  • Select the Salesman from the drop down list.
  • Select a State:
    • Ready
    • Pending Confirmation
  • Click 'Submit' after entering the details to store the information into the system.
  • The Items that are selected will be listed in the table below. Users can Edit or Delete the items under the Action field.
  • Click on the 'Gross Profit' button, a table will pop up showing the unit cost of the items.
  • Once everything have been entered and checked, click 'Save Jobsheet'.
  • A pop up message will ask "Are you sure you want to create this jobsheet?". Click 'OK' to view or print the Jobsheet or 'Cancel' to exit.