Jobs

Each job (delivery) requires the entry of a separate record in the system.

Jobs can only be entered from within a customer record.  The Jobs menu item at the top of the screen is used for viewing and modifying existing jobs - it can not be used for creating a new job in the system.  The reason for this is that each job requires the customer details to be entered on the system before the job can be created, therefore it is advisable to confirm the customer's details before you enter a job.

To create a new job, you must first open a customer record (either an existing one or a newly created one) and click New Job at the bottom of the screen.  The jobs screen appears with the default values from the customer record (such as customer name, delivery address etc) already filled in.  The only information required on the jobs screen is:

Delivery date - The date of delivery.  This can be changed after the record has been saved.

Unlimited products can be added to each job.  For each product added, you must supply the quantity ordered.  The system will automatically calculate the rate (based upon the product pricing structure and and special pricing group), although this can be changed manually if required - eg a one-off price for this customer.

The payment amount will be automatically calculated, and any additional/delivery charges can be added in the boxes at the bottom of the delivery details screen.  The payment section must be completed once payment has been received (either at booking time, or delivery time) and the job should also be marked as completed once this has occurred.  If the payment section is not completed for each completed job, the outstanding payments section of the program will not work.  You can continue to use the program without using the payments section if that is preferred, however some of functionality of the program will no longer be available.  If you are required to add tax to your amounts, the full amount will be shown here, including tax.  If you are using the invoicing feature of the program, the invoices will automatically break down the tax amounts by the value set in the options screen.  NOTE: For customer security it is recommended that only partial credit card numbers are entered here.  For example, rather than entering 4444-5555-6666-7777, try entering just the last 8 digits - this will usually be enough to track the credit card payments.

The Jobs menu item at the top of the screen shows a list of all jobs for a particular date, as well as showing the vehicle schedule for a particular date.  For each job it also indicates whether it has been completed or not.   Job history is also available from within a customer record.

The Search button allows you to find a particular job.

Jobs can involve multiple products and for each product the pricing is determined by the pricing set under the product itself.  Product prices and job amounts are NOT changed when products are updated - this ensures the integrity of the pricing data for each historical job.  To update any jobs with current prices that have been entered but not completed, each job will need to be modified manually.