Previously created Job Packages / Inspection Packages can be accessed easily in the POS screen by clicking the Job Package button or Inspection Package button. This will display a list of all items from the inventory file that are coded with a Detail Type of Job Package or Inspection Package. (See Job Package Set Up or Inspection Package Set Up for further details.)
If there are a large number of job / inspection package inventory records, the records can be divided into sub-types.
If sub-type values are not assigned, the screen will display all individual job/inspection packages.
If sub-type values are assigned, the screen will display the sub-type values.
Click on a sub-type value to display the individual job/inspection packages assigned to that sub-type.
Any job / inspection package inventory record not assigned a sub-type will be placed in the default sub-type Uncategorized.
Note: If the Job Package button or Inspection Package button is not currently on the POS screen, see POS Button Setup to create a customized set of transaction information buttons.
Steps: To add a Job Package / Inspection Package to your ticket
1. From the Point of Sale screen, click on Job Package or Inspection Package.
2. Select the job / inspection package from the list to add to your ticket.
If you are adding a vehicle specific package to an invoice, a red box will appear on the Detail Line number for the package. Click on the red box to select each part in the package that is appropriate for the vehicle. If a vehicle is not linked to the customer, the system will prompt you to select a vehicle before allowing any specific parts to be selected. Once the individual parts pertaining to the vehicle are selected, the red box will disappear.
Job / inspection package parts can be selected by clicking on the Resolve All Packages button on the POS screen or by using the shortcut keys Alt-R.
Note: If the Resolve All Packages button is not currently on the POS screen, see POS Button Setup to create a customized set of transaction information buttons.
If a part specified in the package is not available, the system will require another item number be entered. Enter the item number of the inventory part and click OK.
If the item is not found in the inventory, a message will be displayed stating:
The part number of XXX123 does not exist in inventory.
Click Yes to make it a non-stocked part. (Note: an Outside Purchase Item will be identified with two asterisks next to the item number on the invoice.)
Click No to re-enter an item number entered incorrectly.
Once all items are selected, click OK to save your selections.