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Recalling / Invoicing Jobs

Recalling / Invoicing Jobs

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Recalling / Invoicing Jobs

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From the Sales screen, click Recall and select the Jobs option on the top line.

You can filter the Jobs further by selecting a job status (eg: if you have already marked the job as 'Ready'. You can search for the job by selecting a filter from the options of Job No, Contact or Job Reference.  (Note: You can set the default recall option to 'Jobs' in Settings / Workstations / Default Sales Recall)

You can also recall a job by scanning the Job Card bar-code on the Sales screen, or enter -J999999 in the part number field where 999999 is the Job No.

To preview a job, make sure it is highlighted and then select Preview from the left menu. This will bring up a priced job in a report window including any items booked to that job. You can also see the parts booked to the job in the section below.

To select the Job double click it, or make sure it is highlighted and then select OK from the left menu.

Then confirm the job details (Note: you can add information to the Details section such as extra work done or 'Needs new tyres shortly')

When you have confirmed the details, select OK to take you back to the Sales screen.

The Unit, the Job details and any parts previously booked to that Job will be shown on the sales screen. You can then add any additional parts, or edit /delete lines.

If a Unit was selected it will show the following fields

First Line - Make + Model + Colour (Always, no matter what set in Unit Types)

Registration No (Only if set in Unit Types - With Field Description)

Expiry (Reg) Date (But only if text: 'Expiry' is within Reg Date field in Unit Types - With Field Description). This is normally used if there is a Service Contract or Warranty Expiry date

Last Odometer (Only if set in Unit Types - With Field Description)

VIN (Only if set in Unit Types - With Field Description)

Engine No (Only if set in Unit Types - With Field Description)

Trim (Only if set in Unit Types - With Field Description)

Then the Job Details with the Job Description and the Job Details in the Description. The Part Number is set to: -J followed by the Job No. Note ensure you have a category of 'LABOUR' to ensure any Jobs get categorised correctly in the Sales by Category reports.

Then any parts previously booked to that Jobs will be recalled

You can then add any other parts or consumables.

You can also use this procedure to remove parts booked; simply recall the job and delete the booked parts by selecting the line and pressing the Delete key on the keyboard. This will put the items back into stock.

You can then either select 'Hold' or 'Finish'.  Hold will save the changes and give you a chance to change the Job Status or re-print the Job Card.  Finish will let you invoice the Job and select the payment method. See Finishing a Transaction for more information on the payments screen.