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    Posted: 16-Apr-2007 at 08:06

        Job Card

The Job Card screen is used to produce a workshop job card, quote or invoice.

When updating the job card the option exists to save it as a quote or invoice. If no job card is first required, the  button can be selected instead.

The current vehicle details are retrieved into the top section of the job card. If there is no current job, the next available job number is displayed.

 
The Bill To field can be edited if the invoice is to be issued to customer other than the one specified in Workshop Control.

The customer search screen will display –

 
Adding a customer from the search screen.

If the customer is not found and you wish to add the customer you may press the ADD F4 button. The following screen will appear enabling you to add name, address phone and contact details.

 
This is useful for COD or casual customers but it is recommended to use the customer control screen to add account customers with full details. The customer code will be automatically numbered based upon for the first four letters of the customer name followed by a two digit numeric code. Select OK to add the customer and return to the job card.
 


Edited by Susmita - 16-Apr-2007 at 08:44
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