Overview

The Service Job Card is a document used to manage service jobs, track tasks, billable items, parts used, and generate invoices for services provided by a workshop or service center.

Key Features

Tasks: List of tasks associated with the service job.
Parts Used: Details of parts used during the service.
Service Charges: Charges for the services provided.
Spares Cost: Cost of spare parts used.
Total Cost: Overall total cost of the service job.

Using the Service Job Card

Creating a Service Job Card

To create a new Service Job Card, follow these steps:

Go to Service > Service Job Card.
Click on New.
Fill in the required details such as customer, workshop, and description.
Add tasks and parts used for the service job.
Save the Service Job Card.

Updating Tasks and Parts

To update tasks and parts, click on the respective sections and add or edit the details as needed.
Ensure to mark tasks as completed when finished.

Unbilling Items

To unbill items from a service job:

Open the Service Job Card.
Click on the Unbill Item button.
Select the items to unbill by checking the checkbox next to each item.
Enter the quantity to return for each item.
Click Select Item to unbill the selected items.

Creating a Stock Entry

To create a stock entry for the parts used:

Ensure all parts used are added to the Service Job Card.
Click on Create Stock Entry.
Review the details and click Create.

Generating an Invoice

An invoice can be generated once the service job is completed:

Ensure all tasks are marked as completed.
Click on Create Invoice.
Review the invoice details and click Generate Invoice.

User Interface Functions

Unbill Item Button

The Unbill Item button allows you to unbill items that were previously billed for the service job.
Select the items to unbill and enter the quantity to return for each item.

Create Stock Entry Button

The Create Stock Entry button generates a stock entry for the parts used in the service job.
Review the stock entry details before creating it.

Workshop module