From the BusinessMind home page click on the Workshop link then click the Create a New Job link. OR you can click on the plus icon and select the New Job option.
This will bring you to the job creation screen.
Let us begin by breaking down the job creation view and the actions available in each area.
First you will note a Select order to quick fill drop down. This will display order items that don't have jobs open for them.
Selecting one of these will quick fill the job with the model and order information.
Below this you can find the details of the job like Job Number, barcode, job date, and customer. These fields are not modifiable and are set during the job creation.
The tracking drop down is modifiable and is generally used as the type of job. The job brief is a brief one line description of the job where the job specification is a more detailed explanation of the job. In addition you also have a modifiable notes field. Again if your populating the job info from an order some of these fields will auto populate as well.
Additional Job Info
The price and tax info can be set here at the job creation and can be modified from the job detail view if needed at a later date.
The expected total cost will auto populate based on the various materials and routes you add to the job.
Job Materials
In this section you can add materials needed to the job. The sum of the cost of these materials will populate into the expected total cost field.
You can also add and modify materials from the job detail view after the job is created.
Click into the Add Materials field and begin typing to search and select the materials you would like to add.
Each material added will populate the materials section of the job. These materials are first listed with a qty of zero.
You can then set the Provisioned Qty for these. Before we go further let us define what a provisioned qty is. A provisioned qty is the qty you added to the job that is not yet consumed. This means at any point you can restock some or all of that provisioned qty. For example: if my jeweler requires solder for the project but I do not have an exact qty. I can provision a certain amount into the job.
Later on when the job returns to me I can consume the qty from the job detail view of what was utilized and restock the unused remaining qty.
Job Routing
In this section you can track your job through the various routes it may take. In addition you can accumulate route costs which will also be calculated into the Expected Total Cost.
You can also add routes from the job detail view after the job has been created.
Click the Add Route button to create a route.
Fill in the label and work notes area with the information. Click in the technician field and begin to type, this will start a search of your contacts where you can choose the technician. The route start date will always be the date / time the route was created. You can set a desired end date if needed. Add a cost of the route if needed.
As soon as you have the job set up and are ready to create it simply click the Save icon.
After you click the save icon you will be transported to the job detail view where you can modify the job further.