Difference between revisions of "Creating workshop jobs"
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== Summary == | == Summary == | ||
| − | + | The basic propose of a system workshop jobcard is store information about the customer, vehicle and work to be carried out. It Controls the workshop time management, the parts and labour, produces an invoice and takes a payment. | |
| − | == | + | All vehicles that are booked into the workshop for retail work, warranty work, Internal work, Insurance work, Goodwill etc. should have a system workshop job created. |
| + | |||
| + | == To Create The Job == | ||
* To create a {{WS}} job, go to "Workshop Management" -> "Workshop Diary". | * To create a {{WS}} job, go to "Workshop Management" -> "Workshop Diary". | ||
* This will show the "Workshop Diary" and currently have today's date highlighted. | * This will show the "Workshop Diary" and currently have today's date highlighted. | ||
| Line 15: | Line 17: | ||
{{Note|text=The System will automatically create the Job number, this stops duplicate job numbers being created.}} | {{Note|text=The System will automatically create the Job number, this stops duplicate job numbers being created.}} | ||
| − | == Job card == | + | == The Job card == |
A blank Job Properties screen will appear, waiting for you to fill in the details of the various parts of the job. You could always load in a [[How do I Create a Standard Workshop job?|Standard Job]] or continue as follows; | A blank Job Properties screen will appear, waiting for you to fill in the details of the various parts of the job. You could always load in a [[How do I Create a Standard Workshop job?|Standard Job]] or continue as follows; | ||
=== Account === | === Account === | ||
| − | * At the {{DataPrompt|Keeper:}} Type in the | + | * At the {{DataPrompt|Keeper:}} Type in the surname of the vehicle owner and press {{KeyPress|Enter}}. You will see a list of possible choices. Pick the correct one from the list or click {{KeyPress|Add}} to create a new account. |
*The {{DataPrompt|Invoice Account:}} will automatically be filled the same as the keeper, if however the person who is to pay for the job is different from the Keeper, enter their account code here. | *The {{DataPrompt|Invoice Account:}} will automatically be filled the same as the keeper, if however the person who is to pay for the job is different from the Keeper, enter their account code here. | ||
See [[How do I find a customer?]] if you don't know the account codes. | See [[How do I find a customer?]] if you don't know the account codes. | ||
| − | |||
=== Vehicle === | === Vehicle === | ||
* At the {{DataPrompt|Vehicle:}} enter in the vehicle stock number, or if you are unsure of the Stock Number, press {{KeyPress|C-F1}} to search. | * At the {{DataPrompt|Vehicle:}} enter in the vehicle stock number, or if you are unsure of the Stock Number, press {{KeyPress|C-F1}} to search. | ||
| Line 29: | Line 30: | ||
{{Note|text=If the vehicle and customer have already been entered into the workshop system when selecting the Keeper the vehicle will automatically be filled in.}} | {{Note|text=If the vehicle and customer have already been entered into the workshop system when selecting the Keeper the vehicle will automatically be filled in.}} | ||
| + | * If the vehicle is not on the system then {{KeyPress|Shift+F10}} to create one. | ||
=== Job Details === | === Job Details === | ||
* At the {{DataPrompt|Description:}} type the description for this job. This will be the items that need doing on this bike, e.g. Full Service, MOT, Change Brake Pads and so on. This will appear on the workshop job card. If you do not have enough space, it is possible to add [[How do I add more description to a Workshop Job?|more description]] to a workshop job. | * At the {{DataPrompt|Description:}} type the description for this job. This will be the items that need doing on this bike, e.g. Full Service, MOT, Change Brake Pads and so on. This will appear on the workshop job card. If you do not have enough space, it is possible to add [[How do I add more description to a Workshop Job?|more description]] to a workshop job. | ||
Revision as of 11:31, 16 May 2008
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
The basic propose of a system workshop jobcard is store information about the customer, vehicle and work to be carried out. It Controls the workshop time management, the parts and labour, produces an invoice and takes a payment.
All vehicles that are booked into the workshop for retail work, warranty work, Internal work, Insurance work, Goodwill etc. should have a system workshop job created.
To Create The Job
- To create a Workshop job, go to "Workshop Management" -> "Workshop Diary".
- This will show the "Workshop Diary" and currently have today's date highlighted.
- To create a New Job on today's date click [Add].
- To create a New Job on a Future date you can either:
- Click on [>] or press <F1> to advance 1 Day.
- Click on [>>] or press <F2> to advance 1 Week.
- Click on [>>>] or press <F3> to advance 1 Month.
- Once on the correct date click [Add] to create a new job.
 | The System will automatically create the Job number, this stops duplicate job numbers being created. |
The Job card
A blank Job Properties screen will appear, waiting for you to fill in the details of the various parts of the job. You could always load in a Standard Job or continue as follows;
Account
- At the "Keeper:" Type in the surname of the vehicle owner and press <Enter>. You will see a list of possible choices. Pick the correct one from the list or click <Add> to create a new account.
- The "Invoice Account:" will automatically be filled the same as the keeper, if however the person who is to pay for the job is different from the Keeper, enter their account code here.
See How do I find a customer? if you don't know the account codes.
Vehicle
- At the "Vehicle:" enter in the vehicle stock number, or if you are unsure of the Stock Number, press <Ctrl+F1> to search.
| If the vehicle and customer have already been entered into the workshop system when selecting the Keeper the vehicle will automatically be filled in. |
- If the vehicle is not on the system then <Shift+F10> to create one.
Job Details
- At the "Description:" type the description for this job. This will be the items that need doing on this bike, e.g. Full Service, MOT, Change Brake Pads and so on. This will appear on the workshop job card. If you do not have enough space, it is possible to add more description to a workshop job.
- The "Status:" will default to to 'BI'(Booked In). This can be changed by typing in a different status code.
- At the "Reference:", Enter the job reference. On a retail job, there probably won't be anything to put here, but on a warranty job, the manufacturer's warranty reference is helpful here.
- The "Depot:" will default to the depot for your current site. If you are a multi-site operation, this distinguishes your jobs from another site's jobs.
- At the "Rate:"You may have rates set up for internal work or warranty work for specific manufacturers. This enables you to set the unit cost and retail price of labour for a specific type of job without setting up that rate for each of your labour codes. This will be done here.
Schedule
- At the "Received:" enter the date the Job was entered. This date will default to the user date.
- At the "Started:" enter the date the Job was started. This date will default to the user date or if you entered here from "Workshop Diary" the date of the Diary.
- At the "Due:" enter the date the Job is due for completion. This date will get set to the start day if no date is entered.
- At the "Hours:" enter in the approximate time in hours it takes to complete this job.
Essentially this is all that is needed to be done to create the basis of a workshop job.
- Press <Esc>.
- At "Confirm Changes" prompt Screen, click [Accept] to save changes to the job that you have just completed and return back to the Workshop Diary Screen.
See Platinum Dates for tips on entering dates.
See also
- How do I add more description to a Workshop Job?
- How do I Create a Standard Workshop job?
- How do I add Parts to a Workshop Job?
- How do I add Labour to a Workshop Job?
- How do I order Parts for a Workshop Job?
