MIGRATED TO http://wavelet.asia/customer-portal/2011/03/01/create-workshop-job-sheet/- Workshop > Jobsheet > Create
- This function creates Jobsheets to provide fast and efficient operation in Car Workshops.
- Jobsheet contains information such as the date the Jobsheet was
created and completed, mileage, payment terms, reference no. and remarks.
- Information such as policy number,
accident date and claim amount are needed if the
vehicle is sent in due to an accident.
- Click on the 'Vehicle' option and the fuzzy search option will appear.
- From
the Fuzzy Search , enter a keyword to search for
existing customers accounts or create a new account.
- User can add a vehicle account to the customer account if the vehicle does not exist in the customer account.
 - To select a billing account, there are 2 options:
- Account name
- Vehicle registration number
- For personal account, user usually select a specific vehicle to bill so that the customer will know which vehicle has been serviced.
- The vehicle registration number and account name will be listed in the Jobsheet.
- The 'Edit Vehicle' and 'Edit Account' button is configured by permission. The buttons will not appear to user whose role does not have the permission. Go to Role Permissions to change the settings.
- Click 'New Account', the add corporate account form will appear.
- In
the Add Corporate Account form, enter the
information in the field ranging from company name, credit limits, terms, address, pricing and discount factors.
- Click here to learn how to create customer account.
- In the Add New Vehicle form, the vehicle
information that can be entered range from car registration number, manufacturer to
the latest mileage count. The owner information will be entered by the system if the details are available in the customer account. Note that the information entered can also be duplicated into another
different account.
- After the information of the vehicle have been entered, items or packages can be added into the Jobsheet.
- Select the 'Item' option, a fuzzy search will appear to search for any items that have been created and entered in the Inventory module.
- Enter a keyword to begin a search. Any related items that match the keyword will be listed down.
- Select an item from the list and a Adding Item Details screen will appear.
- Enter the Price and Quantity.
- The Balance Quantity and List Price will be shown below the screen.
- The 'Department Code' is important as the submission of the item will not be allowed if it is not entered. The department code is important because in automobile servicing industry, there will be employees working on different areas for example tyre, engine, air-conditional etc. With the department code, users are able to know which of the employees are using the respective items and also to ensure that the correct items are used in the correct department.
- Click here to learn how to enter a department code. To change the setting for department code, refer to Auto Workshop Configuration.
- Salesman refers to the person who advise the customer to buy the item.
- Technicians are the person who are responsible of installing the item onto the customer vehicle.
- Remember to click 'Submit' after filling in the details.
- Click 'Confirm and Close', the item will be added into the Jobsheet. The 'Confirm and Close' button will not appear if the 'Submit' button is not clicked.
- Another option would be to select a pre-packed Bill of Material (BOM) from the 'Package' option.
- Search for pre-packed package that was created in the Inventory module from the new search screen. Enter the BOM code in the search field. The related BOM package and the item in the package will be listed down.
- Upon selecting a BOM from the list, a new screen to entered the package details will appear.
- Enter the Remarks and Quantity, click on 'Submit'.
- Before submitting the package details, users can check on the items that are contain in the package by referring to the item list.
- After the items or packages have been selected, the items would be listed under the 'Recently Created Jobsheet'.
- Under the Action field, there are 2 links to ease the users operations:
- Edit - edit the items details, this leads users to the Adding Item Details screen
- Remove - remove the respective item from the Jobsheet
- To give customer discount, enter a amount to the fixed discount field and click 'Add Fixed Discount'.
- The system will deduct the discount amount from the items, the amount deducted will be distributed among the items.
- The discount is not applicable to taxed item, for example labour charge.
- The Jobsheet will has a tax amount if there is a labour
charge, after the payment has been settled, the sales will be recorded
in the GST Report.
- Once everything have been entered and checked, click on 'Save Jobsheet'.
- A pop-up message will ask if the user would like to print the created Jobsheet. Click 'OK' to view or print the Jobsheet or 'Cancel' to exit.
|
|
