Difference between revisions of "How do I convert a batched item into a unit?"
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− | == Summary == | + | == Summary == |
In order to carry out a workshop job on a batched or serial part you may convert it into a unit record. | In order to carry out a workshop job on a batched or serial part you may convert it into a unit record. | ||
== More Information == | == More Information == | ||
+ | {{Units}} | ||
Having sold a batched item to a customer you may then create a workshop job to carry out work on the item e.g. a service on a chainsaw. Unit records allow you to store workshop history so you can easily look back on work carried out on the item. | Having sold a batched item to a customer you may then create a workshop job to carry out work on the item e.g. a service on a chainsaw. Unit records allow you to store workshop history so you can easily look back on work carried out on the item. | ||
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* Having entered the customer in the {{DataPrompt|Keeper}} field move to the {{DataPrompt|Unit}} field. | * Having entered the customer in the {{DataPrompt|Keeper}} field move to the {{DataPrompt|Unit}} field. | ||
* Press {{KeyPress|A-F10}}. | * Press {{KeyPress|A-F10}}. | ||
− | * A list of batched stock sold to the customer will be shown. This defaults to items sold in the last 5 years. | + | * A list of batched stock sold to the customer will be shown. This defaults to items sold in the last 5 years. |
* Select the item to convert into a unit and click {{Button|Choose}}. | * Select the item to convert into a unit and click {{Button|Choose}}. | ||
− | * The next automatic unit stock number is assigned to the item. | + | * The next automatic unit stock number is assigned to the item. |
− | ** The item description is used to complete the unit {{DataPrompt|description}} fields. | + | ** The item description is used to complete the unit {{DataPrompt|description}} fields. |
** The stock code is recorded in the 4th {{DataPrompt|description}} line | ** The stock code is recorded in the 4th {{DataPrompt|description}} line | ||
** The batch number is recorded in the {{DataPrompt|VIN}}, {{DataPrompt|Chassis}} and {{DataPrompt|Notes}} fields. | ** The batch number is recorded in the {{DataPrompt|VIN}}, {{DataPrompt|Chassis}} and {{DataPrompt|Notes}} fields. | ||
− | *If you wish to view or amend the unit record, press {{KeyPress|S-F10}} on the {{DataPrompt|unit}}. | + | *If you wish to view or amend the unit record, press {{KeyPress|S-F10}} on the {{DataPrompt|unit}}. |
Continue with the workshop job as usual. | Continue with the workshop job as usual. | ||
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* [[How do I view detailed unit history?]] | * [[How do I view detailed unit history?]] | ||
− | {{KB_Tags|workshop jobcard, description, create, jobs, creating, job, batch, serial, batched | + | {{KB_Tags|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, workshop jobcard, description, create, jobs, creating, job, batch, serial, batched}} |
− | {{Hint}}{{KB_WS}}{{ZN_WorkshopManager}} | + | {{How}}{{Hint}}{{KB_WS}}{{ZN_WorkshopManager}} |
Revision as of 05:29, 29 June 2020
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
In order to carry out a workshop job on a batched or serial part you may convert it into a unit record.
More Information
Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment. |
Having sold a batched item to a customer you may then create a workshop job to carry out work on the item e.g. a service on a chainsaw. Unit records allow you to store workshop history so you can easily look back on work carried out on the item.
Having sold a batched item to a customer, create a workshop job as usual.
- Having entered the customer in the "Keeper" field move to the "Unit" field.
- Press <Alt+F10>.
- A list of batched stock sold to the customer will be shown. This defaults to items sold in the last 5 years.
- Select the item to convert into a unit and click [Choose].
- The next automatic unit stock number is assigned to the item.
- The item description is used to complete the unit "description" fields.
- The stock code is recorded in the 4th "description" line
- The batch number is recorded in the "VIN", "Chassis" and "Notes" fields.
- If you wish to view or amend the unit record, press <Shift+F10> on the "unit".
Continue with the workshop job as usual.
See also
- How do I Sell Batched Stock Lines?
- Creating workshop jobs
- How do I search for a workshop job?
- How do I view detailed unit history?