How do I add parts to a workshop job?

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 [[Creating workshop jobs|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.
• 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.

If you wish to review any items to be ordered press <Ctrl+F2>. See Detailed Ordering below.

• To book out available items and order unavailable items click [Done].

Adding Parts to a Job

• At "Stock Code:" enter in a stock code of a part you want to add, or you can search for it if you don't know its code.
• You can also move across to the "Description:" without entering anything in the stock code, and type a description of the item that you are booking to the job. This should be the exception and not the rule, but there can be circumstances where it is necessary.
• If a valid stock code has been entered, the following fields will automatically be filled in, and as a general rule should not be changed. If you have chosen to skip "Stock Code" and type a description only, you should fill in as many of the fields as possible with the correct information.
  • The "Description:" will be filled in. You can if you choose over-type the description.
  • The "Category:" will be filled in. Or you can enter a different item category. This must be a valid category.
  • The "Unit Retail:" will be filled in, or you can enter in a different retail price for one unit.
  • The "Cost Price:" will be filled in. It is possible to alter this amount but it is best left as is.
  • The "Quantity:" will be set as one. It is here where you enter the quantity of units to be used. Fractions can be used if the item is calculated by weight or volume.
  • The "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 required.

Every other field that is on the screen is best left set to what is automatically brought up.

Once satisfied with the information added, press <Esc> where a prompt will ask "Do you want to accept or ignore any changes made?"

• Click [Accept] to add the part to the workshop job.
• This will take you back to "Stock Code:" where you can then add the next part to the workshop job.
• Continue in this fashion until all parts have been booked to the job.
• Press <Esc>.
• This will take you back to the "Job details" screen where all the parts that have been added will be listed.

Awareness -If you chose to add booked out items, once you accept the item that you are entering, the part is booked out of stock.

Availability - If you chose the default action of adding Required items, once you finish adding parts you will be taken automatically to the Availability screen. The system will show you what you have in stock and what you need to order. Your job items will not be booked out or ordered until you accept the results of this screen.

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.

See also

• Creating workshop jobs
• How do I order parts for a workshop job?
• How do I find a stock code?
• How do I add labour to a workshop job?
• How do I give discount in the workshop?
• How do I use the price seeker option on a jobcard?
• How do I invoice a workshop job?

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Keywords AND Misspellings

workshop job, description, create, add, jobs, parts

Tags

OP85, WS92, WS93