How do I produce a workshop job picking list?

Summary

This article explains how to produce a picking list for items booked to a workshop job.

More Information

A picking list can be produced from the jobcard using a global report.

When in the [Invoicing] tab of the jobcard make sure your cursor is in the far left column headed *.

• If you have a button at the top of your screen for [Picking List] you may click this else click [Reports] or press <Alt+G>.
• Find 'Job Picking List' in the [Available Reports] menu or use "Filter on" to find it by entering 'Pick' and clicking [Apply].
• If the report is not listed click [Add].
  • Select Workshop.
  • At "Filter on" enter 'Picking' and click [Search].
  • Select '~PL - Job Picking List' and click [Choose].
• Select the picking list report and click [Start].
• Once on screen you may click [Print].

If you do not have report '~PL - Job Picking List' in your system please make sure your Platinum system is up to date and re-try the above steps else Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page for assistance.

See also

• Creating workshop jobs
• How do I add parts to a workshop job?

Feedback

Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'

Keywords AND Misspellings

workshop job, parts, picking list, location

Tags

OP85, WS92, WS93