Job Card Menu Bar

The Job Card Menu Bar contains several functions to help you manage, convert, print, and interact with job card data. This section outlines all the available features, grouped by their respective buttons and purposes.

Print Extra

You can print a Work Card, a Pro Forma (preliminary) Invoice, or a Picking List (Print a list of items to be picked from inventory for this job.).

Invoice

Directly convert the job card to a customer invoice.

Invoice Print.

View, print, or email the associated invoice with the completed job card.

Doc Image(0)

Attach Document Images by clicking on the Doc. Image button on the Job Card form. Images can also be included in emailed invoices. Set this feature in: Workshop > Options > Printing tab - Attach scanned images to email

Extra Button Functions

The Extra button opens a menu with extended actions for managing job cards. Below is a breakdown of each feature:

Job Card Label

Print a custom label for this job. Create a custom label by selecting "Workshop Options > Printing."

SMS

Opens the SMS Form to send updates to customers. How to use the SMS form, click here.

Service Feedback

Opens a feedback form for clients to evaluate the service.. For more information, click here.

 Create A Purchase Order

Automatically generate a purchase order for out-of-stock items related to this job.

 Create Quote

Convert the current job card into a formal quote.

 Open Quote

Access the original quote if the job card was generated from one. one.

 Customer Payment/Deposit

The "Receive Payment Module" will open, and you can fill in the payment amount. The ‘Deposit Amount’ field in the Additional tab will be automatically populated with the payment amount.

 Import Detail From XLSX/CSV

Import stock item details from an Excel or CSV file into the job card..

 Update All Prices

Refresh item prices in the job card to reflect the latest stock price updates.

 Override Credit Limit

How to Override the Credit Limit on a Job card

1.Click the Extra button and select "Allow Selling the Item Below Cost"

 Allow Below Cost

How to Sell an Item Below Cost on a Job Card

1.Click the Extra button and select "Override Credit Limit"

 Allow Below Minimum Markup

How to Change the Minimum Markup on a Job Card

1.Click the Extra button and select "Allow Below Minimum Markup"

2. A pop-up will appear:  "Supervisor Confirmation Required"

3. Once approved, you can adjust the markup percentage in the MU % column.

Note:

You will only be able to make this change if your user permissions allow it.

To modify these permissions, go to Security Setup and update the appropriate access rights for your role.

 Allow Negative Stock

This option allows the system to proceed with a job card even if the inventory level goes negative.

 Allow Above Maximum Discount

Once approved, you can adjust the discount percentage in the Discount column.

 Reverse

To undo an invoiced job card

1. Use the Reverse function under the Extra menu.

2. This will:

•Reactivate the job card.

•Delete the linked invoice.

Right-Click Actions in the Job Card

Insert Heading Line

A heading line could serve as an information line or could be used as a blank line to distinctively separate various stock groups.

Select Price

Select Price in the job card allows you to select a different price for this item.

You can select price levels on quotes, invoices, sales orders and job cards.

Set the maximum price level that an employee can give in the employee form (maximum price level box)

See also Prices 1-10  as well as Pricing Options.

Job Card Column Name

The Job Card includes several columns that provide control over pricing, markup, and internal cost tracking. This section explains the key fields and how they interact with system settings and internal reporting.

Discount

The Job Card Column - Discount allows you to adjust the discount percentage of each line item.

Set this in: Stock > Stock Groups > [Select Group] >Max Discount %. There is an override available under Extra - on the Menu Bar

Markup

The Job Card Column - Markup allows you to adjust the selling price of each line item by specifying a markup percentage over the cost price.

The system will visually highlight the markup percentage (bottom of the form GP field) if it falls below the minimum allowed threshold. The discount percentage will be taken into account when working out the Markup %.

This threshold can be set in: Workshop Options > General > Target Gross Profit Margin %.

Unit Cost Actual

The cost price in this column can be adjusted to any value, used only for internal reference.

Values entered here are not used in accounting entries.

SI does not make any entries with this value.

Line Total Cost Actual

This shows the total actual cost (unit cost × quantity) for the line, also internal-use only. Also appears in the Stock Turnover and Analysis tab.