Create the Build Product for the job with part numbers:

 

1. Search for the Job number in Stock>Products, eg PRI JD861B

 

 

2. Double click to open, check is set to status 'FULL PRODUCT ' at the top right and Press CREATE Kitting/Build List

 

3. Search for each part number at the bottom and add unit and quantity required for this job

    - If the part number is not available you may need to set these up first in New Record>Products (set as status Component)

    - Where there are several units available, eg paper, ensure the relevant unit is selected, eg 1 Ream or 200 Individual for             number of sheets

 

 

4. Once all the part numbers have been added click Save Details & Close Form

 

5. Close out of the product.  Now this can be used in new sales orders for this job….

 


Adding a new Print Job Order

 

  1. New Record>Sales Order

 

        2. Add a reference and Order Source 

 

        3. Add the PRI part number and double click adjust unit sell price – add to contract if you wish

 

        4. Change the Depot (if you use a separate depot for PRINT jobs) in the Header Detail tab (2nd tab)

 

        5. Authorize

 

 

Creating the PO

 

  1. Go to POP>Requirements

 

        2. Double click paper and other items to allocate if you have them in stock


        3. Highlight other part numbers in requirements and click Purchase 

 

        4. In POP>Orders 

  • Click Big Search
  • Open each order and edit any prices by double clicking line and change Actual Cost
  • Click purchase (tick 2 boxes) 
  • Print under Report tab

 

        5. When items come in, receive items in Movements>Receipts>Search>Highlight and Complete

 


Create Customer Invoice

 

  1. Sales Invoicing>Invoices

 

        2. Click Avail Lines button – put customer number at top and enter

 

        3. Highlight line to invoice and click Create & Complete

 

        4. Click Print/Email button at top 

  • Choose the Print Department Invoice with Backorder details
  • Select 2 copies
  • Start Jobs

  


 Create Packing Slip for Driver


        1. Create Packing Slip in Despatch >Avail Lines>Highlight>Create/Add


        2. Highlight and click Print/Email at top

 

        3. Complete delivery & invoice by highlighting dispatch notes and clicking complete and confirm