Difference between revisions of "How do I add parts to a workshop job?"

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{{Review}}
 
 
== Summary ==
 
== Summary ==
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To be able to add a parts on a workshop job.
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This article explains how to add to and order parts for a workshop job.
  
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== Additional Information ==
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{{Information|text=To be able to order parts for a job you must have the {{OP}} modules. Please {{SalesContact}} for more information.}}
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To add parts to a workshop job, go to "Workshop Management" -> "Workshop Diary". Either search for a job via {{KeyPress|C-F1}} and click {{Button|Edit}} or [[Creating Workshop Jobs|Create a new job]].
 
  
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* When ready to add Parts to a workshop job press {{KeyPress|F6}}.  
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== More Information ==
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* This will take you into the "Job Details" screen, where a prompt will ask if you want create job items, create order items  or retrieve a sales order.
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Go to {{Menu|{{WS}}|Workshop Diary}}.
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* Click on {{Button|Items}} to add parts to the Workshop Job.
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* Search for the job using {{KeyPress|C-F1}}. Click {{Button|Edit}} on the job. Alternatively click {{Button|Add}} and follow [[Creating workshop jobs|this]] article to create a new job.
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* This will take you to the "Job line detail amendments" screen, where we can add parts to workshop job.
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* Press {{KeyPress|F6}} or select the {{Tab|Invoice}} tab.
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* Press {{KeyPress|F6}} or click {{Button|Add}}.
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* Enter or [[How do I find a stock code?|search]] for the stock code to add to the job.
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** To add a non-stock item or descriptive item to the job you can move across to {{DataPrompt|Description}} without entering a stock code.
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** Enter a suitable description for the item. This should be the exception and not the rule, but there can be circumstances where it is necessary. To create a stock code for a non-moving item please see [[How do I Create Non-Moving Items?|this]] article.
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* Press {{KeyPress|ENTER}} to move down to the {{DataPrompt|Quantity}} field and enter the quantity required for the job.
  
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== Adding Parts to a Job ==
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{{Tip|text=On the top right hand side of the screen you will see the quantity at your depot and the [[What is available stock?|available]] quantity.}}
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* At {{DataPrompt|Stock code:}}. Enter in the part stock code in here. If unsure of the stock code press {{KeyPress|C-F1}} to search on the part number.
 
  
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* Once a valid stock code has been entered the following fields will automatically be filled in however you can change these as you go.
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* Check the {{DataPrompt|Retail}} price is correct and enter any discount, if applicable.
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** The {{DataPrompt|Description:}} will be filled in. You can if you choose over type the description.
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* Click {{Button|Done}}.
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** The {{DataPrompt|Category:}} will be filled in. Or you can enter a different item category. This must be a valid category.
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* Repeat to add any remaining items to the job.
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** The {{DataPrompt|Unit Retail:}} will be filled in. Or you can enter in a different retail price for one unit. Totals and discount will automatically be calculated.  
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* Once all items are added press {{KeyPress|ESC}} or click {{Button|Exit}}.
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** The {{DataPrompt|Cost Price:}} will be filled in. It is possible to alter this amount but it is best left as is.
 
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** The {{DataPrompt|Quantity:}} will be set as one. It is here where you enter the quantity of units to be used. A fraction of quantities can be used if the item is calculated by weight or Volume.
 
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** The {{DataPrompt|Discount:}} will be set to 0% or the system will use a pre-defined account/price matrix which is set-up in the stock system. You can enter a different discount rate for the item if any.
 
  
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{{Note|text=Every other field that is on the screen is best left set to what is automatically brought up.}}
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== Availability Check ==
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* Any parts that are available to book out immediately will be highlighted green and their quantity listed in the {{DataPrompt|Book out}} column.
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* Any parts which are not available and therefore need ordering will be highlighted red and their quantity listed in the {{DataPrompt|Backorder}} column. See [[How do I order parts for a workshop job?]].
  
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Once satisfied with the information added, press {{KeyPress|ESC}} where a prompt will ask "Do you want to accept or ignore any changes made?"
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== Booked out and Backordered ==
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* Items in green are now booked out of stock and are classed as work in progress.
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* Items in red are on order for the job. Once the purchase order has been processed the items can be booked to the job. See [[How do I order parts for a workshop job?#Booking Ordered Parts to the Job|this]] article.
  
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* Click {{Button|Accept}} to add the part to the workshop job.
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To print a picking list for the job please see [[How do I produce a workshop job picking list?]].
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* This will take you back to {{DataPrompt|Stock Code}}. Where you can then add the next part to the workshop job.
 
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* Continue in this fashion till all parts are on the job that is required. Once done press {{KeyPress|ESC}}.
 
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* This will take you back to the "Job details" screen where all the parts that have been added will be listed.
 
  
 
=== Review ===
 
=== Review ===
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Review the parts list. If any parts need adjusting, press {{KeyPress|arrow}} to the relevant line of the part.
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* Review the parts list. If any parts need adjusting, select the relevant line by clicking on it once or using the arrow keys.
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* Press {{KeyPress|F5}} to edit that part.
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* Press {{KeyPress|F5}} or {{Button|Edit}} to edit that part.
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* Press {{KeyPress|F10}} to delete the part of from the workshop job.
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* Press {{KeyPress|F10}} or {{Button|Remove}} to delete the part from the workshop job. If the part was booked out this puts it back into stock.
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* Press {{KeyPress|Escape}} once happy with the list of parts. This will take you back to the "Workshop Job Properties" screen.
 
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* Press {{KeyPress|Escape}} will save the parts to the workshop Job.
 
  
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== See Also ==
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{{Tip|text=To add labour to a job please see [[How do I add labour to a workshop job?|this]] article.}}
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*[[How do I Create a Standard Workshop job?]]
 
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*[[Creating Workshop Jobs]]
 
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*[[How do I add Labour to a Workshop Job?]]
 
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*[[How do I order Parts for a Workshop Job?]]
 
  
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{{FAQ}}{{KB_Tags|workshop job, description, create, add, jobs, parts}}
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{{Tip|text=To apply a fixed price to a job please see [[How do I use the price seeker option on a jobcard?|this]] article.}}
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{{KB_WS}}{{ZN_WorkshopManager}}
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== See also ==
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* [[Creating workshop jobs]]
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* [[How do I order parts for a workshop job?]]
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* [[How do I find a stock code?]]
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* [[How do I add labour to a workshop job?]]
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* [[How do I give discount in the workshop?]]
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* [[How do I use the price seeker option on a jobcard?]]
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* [[How do I invoice a workshop job?]]
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* [[How do I produce a workshop job picking list?]]
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{{KB_Tags|workshop job, description, create, add, jobs, parts}}
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{{FAQ}}{{How}}{{KB_WS}}{{ZN_WorkshopManager}}
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{{KB_Ref|OP85, WS92, WS93}}

Latest revision as of 13:25, 28 March 2022

Summary

This article explains how to add to and order parts for a workshop job.

To be able to order parts for a job you must have the Order Processing modules. Please Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page for more information.

More Information

Go to " Workshop Workshop Diary".

  • Search for the job using <Ctrl+F1>. Click [Edit] on the job. Alternatively click [Add] and follow this article to create a new job.
  • Press <F6> or select the [Invoice] tab.
  • Press <F6> or click [Add].
  • Enter or search for the stock code to add to the job.
    • To add a non-stock item or descriptive item to the job you can move across to "Description" without entering a stock code.
    • Enter a suitable description for the item. This should be the exception and not the rule, but there can be circumstances where it is necessary. To create a stock code for a non-moving item please see this article.
  • Press <Enter> to move down to the "Quantity" field and enter the quantity required for the job.
On the top right hand side of the screen you will see the quantity at your depot and the available quantity.
  • Check the "Retail" price is correct and enter any discount, if applicable.
  • Click [Done].
  • Repeat to add any remaining items to the job.
  • Once all items are added press <Esc> or click [Exit].

Availability Check

  • Any parts that are available to book out immediately will be highlighted green and their quantity listed in the "Book out" column.
  • Any parts which are not available and therefore need ordering will be highlighted red and their quantity listed in the "Backorder" column. See How do I order parts for a workshop job?.

Booked out and Backordered

  • Items in green are now booked out of stock and are classed as work in progress.
  • Items in red are on order for the job. Once the purchase order has been processed the items can be booked to the job. See this article.

To print a picking list for the job please see How do I produce a workshop job picking list?.

Review

  • Review the parts list. If any parts need adjusting, select the relevant line by clicking on it once or using the arrow keys.
  • Press <F5> or [Edit] to edit that part.
  • Press <F10> or [Remove] to delete the part from the workshop job. If the part was booked out this puts it back into stock.
To add labour to a job please see this article.
To apply a fixed price to a job please see this article.

See also


Feedback
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Keywords AND Misspellings
workshop job, description, create, add, jobs, parts
Tags

OP85, WS92, WS93

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