Jobs Manual


Contents (for attached document)


INTRODUCTION...................................................................................................................................4 

INITIAL JOBS PRINTER AND REGISTRATION SETUP .............................................................5 

     Registration ....................................................................................................................................5 

     Printer Setup ..................................................................................................................................5 

     Staff Security Settings..................................................................................................................6 

JOBS TEMPLATES.................................................................................................................................7

     Creating a new Job template...................................................................................................7 

     Base Template Setup....................................................................................................................7 

     Job Sheet Setup.............................................................................................................................9 

     Formatting options.......................................................................................................................9 

     Customer details............................................................................................................................10

     Product Details ..............................................................................................................................10 

     Additional Details and Features...............................................................................................12 

     Editing an existing Job template.............................................................................................14

 JOB PROCESSING................................................................................................................................15 

     Job Information Screen................................................................................................................15 

     Starting a new Job.........................................................................................................................15 

     Progressing through Job steps ................................................................................................16 

     Completing / Tendering a Job...................................................................................................17 

USING JOBS for QUOTES ..................................................................................................................19 

     Setting Up Quoting.......................................................................................................................19 

     Making a Quote ............................................................................................................................19 

REPORTS .................................................................................................................................................21 

     Job Status ........................................................................................................................................21 

     Job Stock Use ................................................................................................................................23 

     Job Reminders ..............................................................................................................................24 

     Transaction Audit Reporting ...................................................................................................26 

     Stock In Use ...................................................................................................................................27