Jobcard

Simple, effective, jobcards, can be used
multiple times, without mixing periods.

See complete vehicle history on only
one jobcard. Open once, use forever.
Used for other purposes, such as m/f costing.

Bring Bill of Material from inventory to
jobcard, exploding items as it does so.
Take Bill of Material from jobcard to
inventory, allocating job cost to BoM.
Take single item from jobcard with BoM, to
inventory, allocating job cost to single item.

Buy out items direct to the jobcard.
Allocate items direct from inventory to jobcard.
Allocate labour items directly to jobcard.
Jobcard retains all costs as current, until
invoiced or returned, when cost moves to
"cost of goods sold", or inventory.

Any changes when invoicing
leave the jobcard unaltered, so
you can see outstanding values, or
any items deleted off the invoice.

In FMCG mode, a jobcard is used as
a vehicle, all orders being posted
to a vehicle, and transferable.

In Trucker mode, the jobcard is used
as a vehicle, all costs are allocated
against it, so well as fuel, kilometres,
etc, so jobcard becomes the cost centre.

In default mode, jobcards are used from
the auto industry, to manufacturing,
to dental laboratories, to contracting,
to keep track of costs per job.

Memo pad for greater explanation for customer.
What a job IS depends on the industry, but
this system is versatile, and effective.

Screen shot. [Colors, fonts, text and Icons, User configurable].

Help information for users

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Jobcards consist of three parts, the header, the memo pad, and the items, all accessed seperately, but linked.
A typical workflow situation is :
Open the jobcard. In many cases this is only done once, and all subsequent transactions are made against the same job. This is particularly useful for vehicle repairs and maintenance, where the registration number is used as the job number, and full vehicle history is then available on one job record. This is in contrast to a paper system, where you need to make a seperate jobcard each time work is done for that particular environment. The different "jobs" are seperated by the invoice that you make each time work is done.
Enter the buyouts at Transactions, Jobcard, Buyout, where you enter a creditor document while at the same time, specifying to which jobs the various line items are to go. Costs are important here, as this entry, in total, will be used to balance to creditors accounts. When you enter this document, you can, at the same time, specify what sales price is to be set on the invoice to the customer.
Allocate any items from inventory, or labour charges, to the jobcard, through, Transactions, Jobcards, Allocate.
Call up the invoice, (which will be generated automatically,) from the jobcard number, enter any comments in the memo pad, check the invoice, and post it to the debtor. Do this ONLY when you are sure the job is done. The jobcard will be automatically updated.

Jobcard List	The jobcards are listed in either number, registration no. or customer code order. Ctrl + Z will change this order.
Use F5	To add a new jobcard or vehicle to the list.
Use F6	to access the record, and edit description, customer, etc.
Use F8	To delete an unwanted code. You will not be able to delete a code on which there is a cost. If you re-use a deleted code, all the history will be returned to this code, as transaction records are never deleted. It is better not to delete a code, rather mark it as closed.
Use Enter	to access the jobcard items list, and add or amend items there.

Jobcard Header	Each jobcard has a unique header, detailing the customer to whom it is linked, as well as the description of the work/vehicle/animal.
Jobcard number	A number, or if a vehicle workshop, use the vehicle registration here.
Open	The date you first opened this jobcard.
Registration number	This an alternatve, searchable field.
Due	The date on which you expect to finish the job.
Customer	All jobcards must be linked to customers.
Order number	The customer order number, will appear on the final invoice.
Department	You can categorise jobcards.
Description	Usually the vehicle details for workshops, or the work to be done.
Details	There are five lines for the description and details of work or vehicle.
Duplicate comment on every job	A comment can be set, to be printed on every job.
Operator	Link the jobcard to the person who logged it into the system.
Price type	Prices linked to product price levels, or 9 for a contract price.
Price	The value of the job.
Balance	The outstanding balance if part invoices have already been issued.

Memo Pad

The memo pad is linked to each jobcard, and if full, can be "posted" to the jobcard, cleared, and re-used. This is used for additional comments, which are optionally printed on the customer`s invoice. Use the insert key to access this.

Adding an item to a jobcard

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Add item as a bought out.	Where the item is purchased direct from a supplier.
Or allocate an item	from your own stock, or from your own resources.
Jobcard	In both cases, you need an active jobcard in the list.
Product code	You can use an existing product code, or a full stop to bypass the product list.
Description
Quantity
Average cost	that you are paying to your supplier, or the cost ex stock.
Nett sales	the sales price you will charge the customer for this item.
Department
Discount off cost	that your supplier is giving you.
Discount off sales	that you are giving your customer.
Markup
V.A.T.	Use zero if no vat charged to you, 1 if tax is added, or Z if tax is inclusive. Be aware that if tax is inclusive on purchase, it will also be set as inclusive on sales. This can be changed on an individual job item when it is seen in the list of jobcard items.
Stock quantity/gross profit

Screen shot.....

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