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

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(→‎Availability Check)
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== More Information ==
 
== More Information ==
 
Go to {{Menu|{{WS}}|Workshop Diary}}.  
 
Go to {{Menu|{{WS}}|Workshop Diary}}.  
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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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* 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.
 
* Press {{KeyPress|F6}} or select the {{Tab|Invoice}} tab.
 
* Press {{KeyPress|F6}} or select the {{Tab|Invoice}} tab.
 
* Press {{KeyPress|F6}} or click {{Button|Add}}.
 
* Press {{KeyPress|F6}} or click {{Button|Add}}.
 
* Enter or [[How do I find a stock code?|search]] for the stock code to add to the job.  
 
* 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.
 
* Press {{KeyPress|Enter}} to move down to the {{DataPrompt|Quantity}} field and enter the quantity required for the job.  
 
* Press {{KeyPress|Enter}} to move down to the {{DataPrompt|Quantity}} field and enter the quantity required for the job.  
  
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* Once all items are added press {{KeyPress|Escape}} or click {{Button|Exit}}.  
 
* Once all items are added press {{KeyPress|Escape}} or click {{Button|Exit}}.  
  
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=== Availability Check ===
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== Availability Check ==
 
* Any parts that are available to book out immediately will be highlighted green and their quantity listed in the {{DataPrompt|Book out}} column.  
 
* 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.
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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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{{Tip|text=If you wish to review any items to be ordered press {{KeyPress|C-F2}}. See [[How do I add parts to a workshop job?#Detailed Ordering|Detailed Ordering]] below.}}
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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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* To book out available items and order unavailable items click {{Button|Done}}.
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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?|this]] article.  
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==== Detailed Ordering ====
 
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=== Adding Parts to a Job ===
 
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* At {{DataPrompt|Stock Code:}} enter in a stock code of a part you want to add, or you can [[How do I find a stock code?|search]] for it if you don't know its code.
 
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* You can also move across to the {{DataPrompt|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.
 
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* 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 {{DataPrompt|Stock Code}} and type a description only, you should fill in as many of the fields as possible with the correct information.
 
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** The {{DataPrompt|Description:}} will be filled in. You can if you choose over-type the description.
 
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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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** The {{DataPrompt|Unit Retail:}} will be filled in, or you can enter in a different retail price for one unit.
 
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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. Fractions 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 required.
 
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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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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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* Click {{Button|Accept}} to add the part to the workshop job.
 
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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 until all parts have been booked to the job.
 
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* 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.
 
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{{Warning|text='''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.}}
 
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{{Note|text='''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.
 
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Your job items will not be booked out or ordered until you accept the results of this screen.}}
 
  
 
=== Review ===
 
=== Review ===
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* Press {{KeyPress|F5}} or {{Button|Edit}} to edit that part.
 
* Press {{KeyPress|F5}} or {{Button|Edit}} to edit that part.
 
* 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.
 
* 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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{{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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{{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.}}
  
 
== See also ==
 
== See also ==

Revision as of 11:46, 6 January 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.

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


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

OP85, WS92, WS93

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