How do I deal with retail, internal, warranty & sales workshop jobs?

Summary

This article best describes how to deal with different types of workshop jobs. There are four types of jobs that we consider fall into different categories; Retail, Internal, Warranty and Sales Jobs (which is a type of internal account but must be dealt with in a particular way).

The below assumes you have read the articles on creating a workshop jobs and understand the basics of creating a workshop job and scheduling into the diary to an appropriate date and time.

Retail Work

When a new job card is created, it's default settings are set-up for retail jobs. All that is required is to, add the customer into the "Keeper Acc" & "Invoice Acc", the vehicle, the job description and schedule it into the diary.

Internal Work

Make the "Keeper Acc" the customer account code and change the Job "Invoice Acc" to the appropriate internal account depending on the circumstances of the internal work to be done. A list of internal accounts can be obtained by typing the word Internal into the "Invoice Acc" and pressing <Enter>.

The internal accounts attributes should already of been set-up; charging costs, payment centres, cash sales flag etc. If you feel this area has not been addressed please consult article How to set-up internal accounts.

Warranty Work

Make the "Keeper Acc" to the customer account code and change the Job "Invoice Acc" to the appropriate Warranty. A list of Warranty accounts can be obtained by typing the word Warranty into the "Invoice Acc" and pressing <Enter>.

The Warranty accounts attributes should already of been set-up; charging costs, payment centres, cash sales flag etc. If you feel this area has not been addressed please consult article How to set-up internal accounts.