Each client can have multiple jobs and each job's code is built automatically once you have entered the first one.
Job maintenance can be started from the Workshop Management menu, Jobs Control, or Client, operations forms.
Job code is created automatically as Client Code plus "\" plus a number based on the number (or letter) entered as the first job Number when creating the client. You can change the sequence by entering another number. If you are using letters they are automatically incremented each time a new job is created. Eg A becomes B, AA becomes AB. This code must be unique.
Bar code is optional. To create one click the "Generate bar code" button. The bar code prints on the job sheet and you may print job labels with it on. Ledger entries can be be searched using either the job code or bar code. It helps to have a bar code scanner if you use bar codes. For more on setting up EAN13 bar codes. If you have bar code scanners then entering the bar code can speed up data entry and make searching, and entering, transactions more accurate.
Priority - defaults to low. The priority displays on the Jobs Control form. Use it to identify jobs that should be worked on first in any day. To enable that to work make sure that Jobs Control is selected to display one days' jobs at a time.
Registration No is optional. If the job was created from the Items Management form this field is filled in.
Work Bay is optional. This can be used to provide an internal identifying number. It doesn't have to be an actual work bay.
Description is not compulsory. However it is a very good idea to include one. The description is used to identify jobs if a client has more than one. It is also included in all job reports.
Staff member, Checked by and Tested by are all optional. If Staff member is filled in manager's reports can be obtained. Managers are employees and their information has to be in the employee record.
Contact is optional - it is the name of the person to contact at the client. If the client has no contacts then nothing can be placed here.
Work Type is not compulsory and is used to provide a breakdown of what types of jobs you are involved in. If it is filled in you can obtain job type reports under Statistical reports.
The three address fields are automatically allocated as the physical address of the client. If the physical address is blank the postal address is not used. They can be changed if the address where the work is to be carried out is different.
Budget is optional. Displays if job budgeting was turned on when setting up the company. If you provided a quote enter that total into this field. With warning enabled the Client Balances form includes a warning if the total chargeable reaches, or exceeds, the limiting percentage defined when setting up the company.
Planned Start date and Planned Finish date: These default to the current date (start) plus 30 days (finish). Reasonably accurate dates entered here allow you to generate a jobs schedule report. This can help to assess work load.
Notes are optional. You can include instructions and further information for staff. This information prints on the job sheet.
Jobs may not be deleted if there are any ledger entries, invoices or quotes.
The jobs schedule report can be started from the Client/jobs report form.
The jobs schedule is as follows:
To print the schedule go to the Clients/jobs report menu and select job Schedule.