Add a Job |
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On the ribbon, go to Jobs > Add Job. The Adding Service Job (or Sales Job, depending on what is set up in Options) screen is displayed, showing a job form made up of a header, comment grid, stock grid and footer.
Jim2 places the cursor at the appropriate fields that the user is required to complete. The Enter key will move the text cursor to the next user input field in the job entry path. The path follows: ▪Customer Card Code# ▪Customer Ref# ▪Ship# ▪Item# ▪Desc. ▪Serial# (if required) ▪Fault Desc. as supplied by the customer if it is a service job. Invoice Desc. if it is a sales job.
Select a customer in one of the following ways: ▪Start to enter the customer name. Jim2 intuitive type will begin to pre-empt the choice of names from the card code based on what is being entered. ▪Click the ellipsis [...] beside the Cust# field to display the full list of customers, then choose from the list. ▪If there is no cardfile for the customer, when in the Cust# field use F5 select Quick CardFile Add to enter a new cardfile. This can then be used on the current job.
Jim2 provides the ability to use one customer contact for billing purposes and another customer contact for shipping purposes. Select a billing card in the Cust# field and a different shipping card in the Ship# field. It is also possible to obtain a list of the child (ship) cards for the parent customer.
Jim2 uses the information from the customer's cardfile to set the price level, From#, Ship #, due date, Account Manager and the tax paid information. However, this default information can be overridden by using the Tab key or mouse to move to that field, then highlight and edit.
Enter a customer reference (for example, name of the person who requested the job, or a specific number the customer supplies) in the Customer Ref# field.
This alpha/numeric reference should be supplied by the customer so that they can match this job with their own internal procedures, personnel, purchase orders or work orders. If multiple jobs are required for the same reference number (work order), use a Job List to monitor the progress of the work order, and choose to invoice each job separately or all on one invoice – depending on the customer's requirements. Select the Item that is attached to this job (remember Item is the prime objective of a job) and the Desc. field will default to the text description as set up in that Item record.
Items can have stock such as status sensitive tests or checks apply to them. When entering an Item where such stock Applies, that stock (with a stock status) will automatically default into the stock grid for every job, unless the Auto Add box is not ticked on the Item record.
Enter the serial number (if required) in the Serial# field. Serial numbers are limited to 50 characters.
Enter the fault description as supplied by the customer (this informs the user about the problem) in the Fault Desc. field (in a service job only). If no fault description is supplied, select a generic term suited to the Item – for example, reset or upgrade to factory specification.
Enter an Invoice Desc. if that field appears.
Use the Ex.Job# field or the Quote# field to link to a quote (or a previous job) to this particular job so that it forms a link to the whole work history of that Item.
If an Item has accessories or inclusions, move to the Comment grid and tick Inc to add a description of those inclusions in the Comment field.
This job, as the status indicates (all new jobs default to Booked), is now booked in and becomes part of the Jim2 workflow. Now add comments or stock to this job. Click Save or Save & Close if processing immediately is not required. Once the job is saved/closed, it is available to other users.
Add a basic service job 1.On the ribbon, go to Jobs > Add Job The cursor will be positioned in the Cust# field. 2.Click the Cust# ellipsis (...). 3.Enter a key word from the cardfile name or address. In this example, use the keyword day. Press Enter or select the magnifying glass at the end of the Search field. 4.Double click on the cardfile of choice or, if the required cardfile does not exist in the database, select Quick Add CardFile and complete the fields, then save. 5.Press Enter. Note the From# and Ship# fields will populate, along with the Account Manager field, and the cursor will move to the Cust Ref# field. 6.Enter a customer order reference. Press Enter. 7.Click the Item# ellipsis [...]. 8.Double click on the applicable Item (service). Press Enter. 9.Edit the Description field (if applicable). Press Enter. 10.Enter a serial number in the Serial# field (if applicable). Serial numbers are limited to 50 characters. Press Enter.
11.Enter a Fault Description and Invoice Description if these fields are showing, as these are mandatory fields. 12.Move to the stock grid and, using the ellipsis [...], select the stock for the job, along with quantities required.
13.Click Save.
How to Progressive Payments and Claims Add Stock to Job When Insufficient Stock Auto Create Purchase Orders from Jobs Charge Customer a Re-stocking Fee Create a Job from a Similar or Previous Job Create a Template for Recurring Jobs Credit an Overcharged Customer Select Serial Numbers on a Job Stock Availability Allocation Process by List Stock Availability by Location on the Fly Use Comments to Track Work in a Job
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