In this article
- Taking a payment in a Jobsheet
- Adding resources to labour lines in a Jobsheet
- Updating the items numbers and quantities
- Posting the jobsheet
Taking a payment in a Jobsheet
When the job is complete and the financial information is correct. You now need to collect the payment from the customer and post the jobsheet.
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Select Payments/Posting from the jobsheet’s actions bar, then Take Payment to mark the customer’s payment method and add the amount paid along the customer’s payment method row.
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You can view other payments that have been applied in the document by selecting Payment Gateway Entries action, in the Take Payment window.
Adding resources to labour lines in a Jobsheet
Before posting the jobsheet, all labour lines must-have resource information added to them. There are several this can be done:
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If the Technician uses the Technician Confirmed button on their device, the resources column will be pre-populated.
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If a front-of-house staff member is familiar with the Technician’s Resource No., they can add this directly to the labour line and then press the Tab key to assign 100% of that labour line to that specific Technician.
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If there are multiple technician’s working on the job or there are multiple labour lines upon which a sole technician has clocked onto a job you can Select Process followed by Add Resources to Lines. This will either split the total time spent between multiple technicians on all lines or it will add 100% to all labour lines for the one specific technician.
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If you post the jobsheet without adding the resources, you will be prompted to do so automatically before posting.
Updating the items numbers and quantities
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All item numbers must be updated from the Placeholder Item, such as **MISC, to their actual item numbers. Ensure that the quantities and prices of the items remain unchanged.
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If all part numbers with Placeholder Item have not been updated/added to the jobsheet, the following error message will be displayed:
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All parts need to be bought into stock. If all parts have not been accepted into stock using a purchase order, you will get an error message:
Posting the jobsheet
Now, you have the option of:
- To Post - Post/invoice this jobsheet without the option of printing or emailing it.
- To Post and Print - Post/invoice this jobsheet and print a copy of the invoice.
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To Post and Email - Post/invoice this jobsheet and email a copy of the invoice to the Bill-To Customer.