Job Card Menu Bar

The menu bar at the top provides essential tools for managing, converting, printing, and extending job cards.

Print Extra

Print Extra (dropdown menu)

•Work Card — Print the internal workshop copy.

•Pro Forma Invoice — Generate a preliminary/pre-invoice for customer approval or quoting.

•Picking List — Print a list of required stock items to pull from inventory for this job.

Invoice

Invoice

Convert the job card directly into a customer invoice (posts to accounts).

Invoice Print

Invoice Print

View, print, or email the final invoice linked to a completed job card.

Doc Image(0)

Doc Image(0)

Click to attach scanned documents, photos, or evidence (e.g., damage photos, signatures).

Attachments can be included in emailed invoices — enable this in Workshop > Options > Printing tab > Attach scanned images to email.

Extra (dropdown menu - extended actions)

•Job Card Label

Job Card Label

Print a custom label for the job.

Customize templates in Workshop Options > Printing.

•SMS

SMS — Open the SMS form to send customer updates (e.g., “Your vehicle is ready”). See separate SMS guide for setup.

•Service Feedback

Service Feedback — Launch the customer feedback/satisfaction form.

For more information, click here.

•WhatsApp

WhatsApp — Send a single message via WhatsApp (requires WhatsApp Desktop or Web open in browser). Supports message templates.

Available in Job Card, Sales Order, Quote, and Customer Extra. (Bulk messaging not supported.)

•Create A Purchase Order

Create a Purchase Order — Auto-generate a PO for out-of-stock parts needed for this job.

•Create Quote

Create Quote — Convert the current job card into a formal quote.

•Open Quote

Open Quote — If the job card originated from a quote, open the source quote.

•Customer Payment/Deposit

Customer Payment / Deposit — Open the Receive Payment Module → enter amount. The Deposit Amount field (Additional tab) auto-updates.

•Import Detail From XLSX/CSV

Import Detail From XLSX/CSV — Bulk-import stock lines/items from Excel or CSV file into the job card.

•Update All Prices

Update All Prices — Refresh all item prices to current stock pricing.

•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

Allows selling despite customer credit limit breach

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. Adjust in MU % column once approved.

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

Allow Negative Stock → Proceed even if stock goes negative.

•Allow Above Maximum Discount

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

•Reverse

Reverse — Undo an invoiced job card:

1. Use the Reverse function under the Extra menu.

2. This will: Reactivate the job card and deletes the linked invoice.

Right-Click Actions (on job card lines)

Insert Heading Line

Insert Heading Line — Add a non-stock heading, separator, or information line to group items clearly.

Select Price

Select Price — Choose a different price level for the item (e.g., retail, wholesale, special).

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

Maximum allowable price level per employee is set in the Employee form > Maximum Price Level box.

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

Key Job Card Columns Explained

Discount

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

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.