Difference between revisions of "How do I create a workshop estimate?"
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Robert Hearn (talk | contribs) (New page: {{Review}}{{Incomplete}} == Summary == A workshop job estimate should be the second process done after creating a job card when the job is booked in. The Estimate allows you to add parts ...) |
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| − | {{Review | + | {{Review}} |
== Summary == | == Summary == | ||
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* To a workshop job estimate, press {{KeyPress|S+F6}}. | * To a workshop job estimate, press {{KeyPress|S+F6}}. | ||
* This will take you into the "Job line detail amendment", the {{DataPrompt|Mode:}} will be set to {{DataValue|Estimate}}. | * This will take you into the "Job line detail amendment", the {{DataPrompt|Mode:}} will be set to {{DataValue|Estimate}}. | ||
| − | * Here You can add [[How do I add Parts to a Workshop Job?|Parts]] & [[How do I add Labour to a Workshop Job?|Labour]] in exactly the same fashion | + | * Here You can add [[How do I add Parts to a Workshop Job?|Parts]] & [[How do I add Labour to a Workshop Job?|Labour]] in exactly the same fashion as you would add parts to a standard job. |
| − | as you would add parts to a standard job. | ||
Once satisfied with the part or labour information added, press {{KeyPress|Esc}} where a prompt will ask ''"Do you want to accept or ignore any changes made?"'' | Once satisfied with the part or labour information added, press {{KeyPress|Esc}} where a prompt will ask ''"Do you want to accept or ignore any changes made?"'' | ||
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* Press {{KeyPress|Esc}}. | * Press {{KeyPress|Esc}}. | ||
* This will take you back to the "Job details" screen where all the parts that have been added will be listed. | * This will take you back to the "Job details" screen where all the parts that have been added will be listed. | ||
| + | |||
{{Note|text=All the items that you have added to the estimate '''WILL NOT''' adjust the stock quantities!}} | {{Note|text=All the items that you have added to the estimate '''WILL NOT''' adjust the stock quantities!}} | ||
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* Press {{KeyPress|Esc}} will save the parts to the Estimate. | * Press {{KeyPress|Esc}} will save the parts to the Estimate. | ||
| − | == Printing out | + | == Printing out the Estimate == |
When the time comes to print out a copy of the estimate you will need to load up the estimate. to do this you must first go to "Workshop Management" -> | When the time comes to print out a copy of the estimate you will need to load up the estimate. to do this you must first go to "Workshop Management" -> | ||
"Workshop Diary". Search for the job using {{KeyPress|Ctrl+F1}} and click {{Button|Edit}}. | "Workshop Diary". Search for the job using {{KeyPress|Ctrl+F1}} and click {{Button|Edit}}. | ||
| Line 46: | Line 46: | ||
"Do you want to accept or ignore the document, or reprint the document?", check the invoice and if happy click on the {{Button|Accept}}. | "Do you want to accept or ignore the document, or reprint the document?", check the invoice and if happy click on the {{Button|Accept}}. | ||
| − | == Copying | + | == Copying the Estimate into a Invoice == |
| − | Once the estimate has been accepted by the Invoice account for the workshop job it is time to copy the Estimate into an invoice. | + | Once the estimate has been accepted by the Invoice account for the workshop job it is time to copy the ''Estimate'' into an ''Invoice.'' |
| + | |||
| + | * Load up the existing workshop job. Via using {{KeyPress|Ctrl+F1}} and click {{Button|Edit}}. | ||
| + | * Load up the estimate, by pressing {{KeyPress|S+F6}}. Which will take you into the Job Details. | ||
| + | * Press {{KeyPress|F2}} to tag the items you wish to copy over from the estimate into an invoice. | ||
| + | * Once all items have been selected, press {{KeyPress|S+F6}}, a prompt will appear asking ''"Are you sure you want to copy estimate/quote?"'' click the {{Button|Yes}} button. | ||
| + | * A prompt will appear asking ''"Do you want to update pricing informationy?"'' | ||
| + | ** Click {{Button|Yes}} to set the retail, cost and discount information to ''todays'' values. | ||
| + | ** OR click {{Button|No}} to copy the job items as they appeared on the last Estimate/Quote issued by this job. | ||
| + | |||
| + | |||
| + | {{Note|text=The system defaults to no, as a prices given on a quotation usually stay the same for a period after being issued.}} | ||
| + | |||
| + | |||
| + | Finally the system will Prompt how many items have been copied. All that is left to be done is the Workshop job completed by a technician and then [[How do I Invoice a Workshop Job|invoiced]] as normal. | ||
== See also == | == See also == | ||
| Line 58: | Line 72: | ||
* [[How do I Order Parts for a Workshop Job?]] | * [[How do I Order Parts for a Workshop Job?]] | ||
* [[How do I Create a Insurance Workshop Job?]] | * [[How do I Create a Insurance Workshop Job?]] | ||
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| + | |||
| + | {{FAQ}}{{KB_Tags| Estimate, Workshop, Quote, Copying, Invoice, Jobcard, Complete, Jobs, Estimating}}{{KB_WS}}{{ZN_WorkshopManager}} | ||
Revision as of 09:41, 6 February 2009
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
A workshop job estimate should be the second process done after creating a job card when the job is booked in. The Estimate allows you to add parts and labour and print a invoice that can then be given in advance to a customer or sent off to a insurance company for confirmation prior to any work being done.
Additional Information
This article will talk you through the creation of a workshop job estimate. To do this you must first go to "Workshop Management" -> "Workshop Diary". Either search for a job using <Ctrl+F1> and click [Edit] or click [Add] to Create a new job.
- To a workshop job estimate, press <S+F6>.
- This will take you into the "Job line detail amendment", the "Mode:" will be set to 'Estimate'.
- Here You can add Parts & Labour in exactly the same fashion as you would add parts to a standard job.
Once satisfied with the part or labour 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 or Labour to the workshop job.
- This will take you back to "Stock Code:" where you can then add the next part or labour to the workshop job.
- Continue in this fashion until all items have been added to the estimate.
- Press <Esc>.
- This will take you back to the "Job details" screen where all the parts that have been added will be listed.
 | All the items that you have added to the estimate WILL NOT adjust the stock quantities! |
Review Estimate
- Review the list of parts and labour. If any items need adjusting, press <Down Arrow> to the relevant line.
- Press <F5> to edit that item.
- Press <F10> to delete the item from the estimate.
- Press <Esc> once happy with the items added. This will take you back to the "Workshop Job Properties" screen.
- Press <Esc> will save the parts to the Estimate.
Printing out the Estimate
When the time comes to print out a copy of the estimate you will need to load up the estimate. to do this you must first go to "Workshop Management" -> "Workshop Diary". Search for the job using <Ctrl+F1> and click [Edit].
- Once inside the workshop job press <S+F6>, to access the estimate.
- Invoice Out the estimate in the same fashion you would invoice a normal workshop Job.
- Check over the parts added and the amount of labour charged. If these are all correct, press <F7> or click the [Invoice] at the
bottom of the page.
- This will then take you to the "Document Control" screen, that shows the amount to be invoiced. If this is correct press <F7>.
A "Vehicle Information" screen will appear requesting Service and MOT Due dates for the vehicle. Change the dates if necessary and then press <Esc>, and then click [Accept]. This will now send an estimate to the printer. A screen prompt will appear asking "Do you want to accept or ignore the document, or reprint the document?", check the invoice and if happy click on the [Accept].
Copying the Estimate into a Invoice
Once the estimate has been accepted by the Invoice account for the workshop job it is time to copy the Estimate into an Invoice.
- Load up the existing workshop job. Via using <Ctrl+F1> and click [Edit].
- Load up the estimate, by pressing <S+F6>. Which will take you into the Job Details.
- Press <F2> to tag the items you wish to copy over from the estimate into an invoice.
- Once all items have been selected, press <S+F6>, a prompt will appear asking "Are you sure you want to copy estimate/quote?" click the [Yes] button.
- A prompt will appear asking "Do you want to update pricing informationy?"
- Click [Yes] to set the retail, cost and discount information to todays values.
- OR click [No] to copy the job items as they appeared on the last Estimate/Quote issued by this job.
| The system defaults to no, as a prices given on a quotation usually stay the same for a period after being issued. |
Finally the system will Prompt how many items have been copied. All that is left to be done is the Workshop job completed by a technician and then invoiced as normal.
See also
- Creating Workshop Jobs
- How do I print a job card?
- 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?
- How do I Create a Insurance Workshop Job?
