Simon Clive: Created page with "Creating Jobs Can you create a repair within a Job, within a Customer? You can create a job for a specific project you are carrying out for a customer. eg.you are building a tw..."

2011-06-30T01:16:00Z

Created page with "Creating Jobs Can you create a repair within a Job, within a Customer? You can create a job for a specific project you are carrying out for a customer. eg.you are building a tw..."

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Creating Jobs

Can you create a repair within a Job, within a Customer?

You can create a job for a specific project you are carrying out for a customer. eg.you are building a two new kitchens
for a client and you wish to annalysis the costs for each specific job. A Job is essentially a profit center for that customer.

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

Configuring ERP to use Jobs

First go to Sales Tab and select Customer List,
Select the 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 a job
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

Creating a Repair for a Job

Having created a Job for a customer, you can now treat that Job AS a customer for the purpoose of repairs.
Select Workshop tab
Select Repair button
Select the Job from the drop down list of customers (the display format of the job name is "customername^jobname")
Create the repair as per New_Repair<LinkId=614>

34 Creating Jobs - Revision history

Simon Clive: Created page with "Creating Jobs Can you create a repair within a Job, within a Customer? You can create a job for a specific project you are carrying out for a customer. eg.you are building a tw..."