Simon Clive: Created page with " Creating a Job Has it been explained how to create a Customer job? If you need to set up a "Job" for a customer for reporting purposes you can create a job for a specific proj..."

2011-06-28T05:56:00Z

Created page with " Creating a Job Has it been explained how to create a Customer job? If you need to set up a "Job" for a customer for reporting purposes you can create a job for a specific proj..."

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Creating a Job

Has it been explained how to create a Customer job?

If you need to set up a "Job" for a customer for reporting purposes you can create a job for a specific project
you are carrying out. eg.you are building a new kitchen for a client and you wish to annalysis the costs for this
specific job. A Job is for adding extra details to a customer or a small profit center for that customer.

Note: Do not confuse a Customer job with a manufacturing job

First go to Sales Tab and select Customer List, then
Select Customise Tab at the bottom of the screen
Click on the square and tick Job Name and Job Number
This will enable these columns to be visible now in the Customer List Screen

To Create
Select Sales tab in main menu
Select Customer List Button
Click on the Customer who the new job is to be set up for which highlights the customer then
Click on the New Job Tab at the bottom of the screen to open the Job screen
The job will automatically be given a Job No - this can be changed for whatever you want. Allocate a Job Name,
Job No and a Customer Job#

If you have not used the Manufacture and Warranty area in this Job screen ignore this area and refer to the Equipment
tab within the Customer Card.

Click on the Add Date and enter any relevant notes if required

Click Save

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Simon Clive: Created page with " Creating a Job Has it been explained how to create a Customer job? If you need to set up a "Job" for a customer for reporting purposes you can create a job for a specific proj..."