How do I add parts to a workshop job?

Summary

This article explains how to add parts to a workshop job.

Additional Information

To add parts to a workshop job, 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 add parts to a workshop job, press <F6>.
• 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.
• Click on [Items] to add parts to the Workshop Job.
• This will take you to the "Job line detail amendments" screen, where we can add parts to workshop job.

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 don't know it's code.
• You can also move down 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 the 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: Once you have accepted the item that you are entering, the part is booked out of stock.

Review

• Review the parts list. If any parts need adjusting, press <Down Arrow> to the relevant line.
• Press <F5> to edit that part.
• Press <F10> to delete the part from the workshop job. This puts the part back into stock.
• Press <Esc> once happy with the list of parts. This will take you back to the "Workshop Job Properties" screen.
• Press <Esc> will save the parts to the workshop Job.

See also

• How do I Create a Standard Workshop job?
• Creating Workshop Jobs
• How do I add Labour to a Workshop Job?
• How do I order Parts for a Workshop Job?

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Keywords AND Misspellings

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