Create Job Sheet
Menu Path: Trading > Job Sheet > Create Job Sheet
Job Sheet can be used to create and list out of a job/task received by the store. It assist it better management and efficiency in members of the team being able to follow up with the same task. This can also be used as a Quotation for customers.
Click numbers below for more information
- Key in Registered Member card ID or click MEMBERSHIP for search function
- Key in Specific Customer PKID or click on CUSTOMER for search function
- Account, Bill to and Ship to are configured at Customer Maintenance
- Key in the Contact Persons Details and click 'Submit'
- The Contact Details will be shown or carry forward when user Load the Jobsheet at Create Invoice, Create Sales Order, and Full Scree Cash Sale
- Key in the Item Code or click ITEM for search function → need to be more than 2 characters
- Click "Submit"
- Scan the Serial Number (if any) and click "Submit"
- Insert item search criteria or keyword in the text box
- Tick on options box:
- Allow search for description option allows search the item description. Untick this option will make the search result includes only the Item Code.
- Show Average Cost option allow the display of result to show an additional column of Average Cost/Moving Average Cost of the items. Click on View/Hide for this option will hide such information.
- Show Last Cost option allows the display result to show an additional column of Last Purchase Cost of the items. Click View/Hide for this option will hide such information.
- To filter item status (i.e. all / active / inactive), choose the option accordingly in the drop down list before enter a "Search".
- To filter item type (e.g. inventory, service, GL code etc), choose the option accordingly in the drop down list before enter a "Search". Default option (i.e. "All") will search all the item types.
- Item Name will follow item code which configured under the Item Maintenance.
- FOC refers to Free of Charge. Tick this box to sell the item as free item
- Sales History Table is base on permission
- Key in Qty (PCS) which refers to the quantity to be sold.
- Price will follow item code which configured under the Item Maintenance. It can be changed manually (if the permissions given) or select from Pricing drop down list which configured under the Item Maintenance
- Promotion also shown at Pricing Drop Down list which configured under Pricing Matrix
- Discount will shown upon inserted in AMOUNT or PERCENTAGE
- Recalculate Discount applies if user change the item price after adding the discount
- Remove Discount to remove all the discount added, including Promotion/Pricing Matrix
- Net Price equals to Price minus Discount
- Balance Qty (PCS) shows the current balance of the related item in the branch set
- Remarks(optional) text box can be used to put additional information of the sale of the related item
- Select Salesman → refer to the person who advise the customer to buy the item.
- Select Technicians → refers to the person who setup or install the item
- Department Code is optional → refer to Add Department to setup the Department Code
- Select Major Industry Code by item
- Key in Delta Price Retail Amount → if any
- Click "Save Changes"
- Stock Details Tab shows stock information which guided by permissions
- The item type search might be different from each user as system is "memorizing" the user's FIRST selection
Notes:
- Click on the 'Gross Profit' button to see a table of unit cost of the items→ refer to Inventory (Permission)
- Refer to Trading (Permission) to enable user to see ALL Customer which include other salesman's
- System will show error when the permission is disabled
Related WIKI Pages:
Found 5 search result(s) for job sheet.
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