Access Rights – Jobs Require Authorisation The Jobs require Authorisation Setting determines whether a job requires Authorisation from a manager before it can be completed. To set this up you will need to do the following. Go to Config > General > Settings Scroll down to the setting ‘Jobs Require […]
How do I remove a Part from a job?
How do I remove a Part from a job? If you need to remove a part that has been added to a job, simply go to the relevant job: • Go to the Parts Tab • Using the record selector, highlight the part you wish to remove • Click the […]
How do I sell a Stock Part?
To sell a Stock Part you will need to create a Sales Order. To do this, go to: Sales > Create Sales Order • Ensure the ‘Type’ in the top right is set to ‘Parts’ • Enter the Invoice and/or the Delivery Account codes for the customer you are selling […]
How do I sell Stock Equipment?
To sell a Stock piece of Equipment you will need to create a Sales Order. To do this, go to: Sales > Create Sales Order • Ensure the ‘Type’ in the top right is set to ‘Equipment’ • Enter the Invoice and/or the Delivery Account codes for the customer you […]
What are the different Job Status’ and what do they mean?
What are the different Job Status’ and what do they mean? Job Status’ are used to identify what stage a job is at on the system. Cancelled – The Job has been cancelled. No further action can be taken on this Job Entry – The Job is being created but […]
Custom Job Types
Why should I customise a Job Type? You may want to have custom job types, for example, if you have a maintenance contract that includes breakdown cover in the cost of the contract. Therefore when you raise a breakdown job your standard breakdown job type will most likely be chargeable, […]
How Do I Create A List of Reasons For Performing A Cancellation?
How Do I Create A List of Reasons For Performing A Cancellation? Go to Config > General > Cancellation Reasons Add a new reason by either over typing the existing text or deleting and re-typing. Then press enter. Then add any optional description if required. Click ‘Apply’ to ensure you […]
How Do I Create A New Misc Type?
How Do I Create A New Misc Type? Go to Config ➔ Accounts ➔ Nominals ➔ Misc Nominal Codes Enter a Description for this new Misc. Type on the bottom empty box If required enter the standard cost & selling prices to use. Then select the appropriate Nominal Codes for […]
How Do I Set Up A New Security Role?
How do I set up a new Security Role? To create a new Security role, you will need to go to Config ➔Security ➔Security Roles Within here, you can see the role name, description of the role and which employees use this role To add a new role, you will […]
Creating Depots, Stores and Work Areas
Creating Depots, Stores and Work Areas Go to Config ➔ General ➔ Depots, Stores & Work Areas Within here you will have three tabs along the top, Depots, Stores & Work Areas – This works in a tier like system where the Depot is the top level then stores and […]