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Importing Jobs

Importing Jobs

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Importing Jobs

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You can create an Export file for Jobs in Evopos by selecting: Items / Units / Maintenance / Export Jobs and selecting a date range.

If not using a Job Export file created in Evopos you will need to populate the data in spreadsheet, arrange data columns into the following column order and save as CSV Type.

Notes: See General / Importing Data and Working with Excel for more information.

Column

Field

Description

A

Date

If left blank will set as today's date. Will set as Date Created and Date ToDo. If Status=INVOICED (see last field) will also set as Date Invoiced

B

Job Number

Can be Alpha-Numeric. If left blank will create the next Job Number as set in Settings, Next Numbers

C

Job Code

The code for the Job Template record. If found in Job Templates will link to Job

D

Description

The summary description of a job (normally printed on Job Card and Invoice).

E

Details

The main details (Story) of a Job (normally printed on Job Card and Invoice)

F

Notes

Private details of a Job (Normally printed on Job Card but not the Invoice)

G

Engineer Name

Eg: PETER S. If there is not an operator with this Short Name, then Evopos will create one

H

Hours

The Estimated Hours the Job takes (and Invoiced Hours if Status='COMPLETED'

I

Labour

Hourly Rate (If the following field, Hourly is 1 or True), OR Total Fixed Price of the Job (If any other value in the following Hourly field)

J

Hourly

1=Hourly rate, 0 or anything else=Total Fixed Price

K

Tax ID

1=Taxable, 0=Zero Rated Tax

L

Customer No

If found in Contacts will link to that Contact. If blank or not found see next Customer Name field

M

Customer Name

Only used if the above Customer No field is blank or not found. If an exact match is found it will link to that Contact. If not found (and not Blank) then it will create a Contact record with that Name

N

Required By

When Job is required by (often used for other purposes - Printed on Job Card but not on Invoice)

O

Parts Location New

Where new part for the Job are stored (often used for other purposes - Printed on Job Card but not on Invoice)

P

Parts Location Stripped

Where Stripped parts of the Job are stored (often used for other purposes - Printed on Job Card but not on Invoice)

Q

Status

Set to either: BOOKED, AVAILABLE, HOLD, READY, APPROVED, INVOICED

R

Unit Type


S

Unit Make


T

Unit Model


U

Unit VIN


V

Unit Reg/Ref

If (Model and VIN) OR (Reg/Ref) matched in Unit Main Details will use that found else create new

 

To Import

To Import Jobs select Items / Units / Maintenance / Import Jobs. Then confirm the File to Import. Must be in the above format.