To build a new job package or edit an existing job package, open the Job Package Wizard by clicking on:
Select the option to Build New Job or Edit Existing Job.
Note: The Edit Existing Job option also enables the following 2 options:
Print Selected Job
Delete Selected Job
In the MFG/Part Number field, enter the part number following the default 3-character JOB manufacturer code. The part number can be up to 15 characters long, in addition to the 3-character manufacturer code.
Enter a description for the job package in the Description field. This description will appear on the printed ticket when the job package is sold.
In the Inventory Detail Sub Type drop down box, select a sub-type value for the job package. The value selected will automatically populate the Detail Sub Type field in the inventory record. (See Inventory Detail Sub-types for more information.)
In the USID field, enter the Universal Service ID for the Activant Catalog. When using Service Intervals from the Activant Catalog, Service Intervals can be linked to job packages via the code.
Check the Make Fixed Price box if the job package has a pre-set price at which this package will be sold. (If the price for the job package varies, leave this box unchecked.)
Enter the pre-set price for the job package in the Fixed Price field.
Check the option Override fixed price when substituting parts to adjust the fixed price when substituting a part in the job package. If this option is not checked, the new substituted part will be sold at the price of the part it is replacing.
In the Auto Add Sequence field, enter a value greater than 0 for the system to automatically include this job package when a new ticket is created. The application will include packages with a sequence value of 1 at the top of the ticket, then packages with a sequence value of 2, etc. Packages with a sequence value of 0 will not be automatically added to the ticket.
In the Estimated Job Length field, enter the approximate number of minutes required to complete the job.
In the Service Interval Months / Miles field, enter the number of months or miles (whichever value is expected to be met first) to elapse before this Job Package should be performed again.
A shop question can be set for the system to automatically add Job Packages as maintenance scheduled items based on the required Service Interval Months/Miles field. The Scheduler can also be setup to automatically add job packages to the Recommended Services file based on the Services Interval Months/Miles field.
Click Next to define Job Package parts/components:
Click Add Detail to define the job package components.
Select the first type of component from the Detail Type drop down box:
Comment - to include a comment line as a line item in the job package.
Enter Manually to reserve a line in the job package for an item to be manually entered at the point of sale. When the job package is selected at POS, the user must access the parts catalog and choose the correct part.
Labor From Catalog to include a Category / Labor Group from the catalog. The actual labor part number will be selected at POS. This option creates a vehicle specific job package since the actual labor part numbers will not be selected until the vehicle is entered at POS. This feature is extremely useful when the same job package will be used for many different types of vehicles.
Select Code or Description to determine how to search for labor parts in the catalog. Selecting Code will provide the general Categories and corresponding Labor Groups to select from. Selecting Description will allow you conduct a more specific search based on a list of all the Labor Part Descriptions contained in the Labor Groups.
Click on Find Code to select a Category / Labor Group. Once a Labor Group is selected, the selected Labor Group value and corresponding Code number will populate the Lookup by field and Description field. (The Description field can be modified if applicable.)
Click on Find Desc to select a Labor Part Description. The selected Labor Part Description value will populate both the Lookup by field and Description field. (The Description field can be modified if applicable.)
Part From Catalog to include a Category / Part Group from the catalog. The actual part number will be selected at POS. This option creates a vehicle specific job package since the actual part numbers will not be selected until the vehicle is entered at POS. This feature is extremely useful when the same job package will be used for many different types of vehicles.
Select Code or Description to determine how to search for parts in the catalog. Selecting Code will provide the general Categories and corresponding Part Groups to select from. Selecting Description will allow you conduct a more specific search based on a list of all of the Part Descriptions contained in the Part Groups.
Click on Find Code to select a Category / Part Group. Once a Part Group is selected, the selected Part Group value and corresponding Code number will populate the Lookup by field and Description field. (The Description field can be modified if applicable.)
Click on Find Desc to select a Part Description. The selected Part Description value will populate both the Lookup by field and Description field. (The Description field can be modified if applicable.)
Enter or modify the Quantity displayed if applicable.
Part From Inventory to include a part from inventory in the job package. (Note: On the Job Package Wizard screen, the item selected will populate the Line Type field (Detail Type) and Sales Category field with the corresponding values from the inventory record.)
When an item from the inventory file is added to the job package, the Description, Line Type (Detail Type) and Sales Category fields are automatically populated with the Description, Detail Type, and Sales Category values, if available, from the inventory record. (Note: The value Part is the default value for the Line Type field; this will be overlaid if the detail type value is different on the inventory record.) The saved information will appear in the job package detail information box.
Complete the enabled fields for the selected Detail Type value.
Click Save Detail when finished. (All line information entered will be transferred to the detail area of the screen.)
Continue to add the remaining components until the job package is complete.
Delete a job package component:
Select the component to delete from the job package detail information box and click the Delete Detail button.
System will display a warning message Are you sure you want to delete the selected item?
Click YES to delete.
Edit a job package component:
Select the component to modify from the detail box and click Edit Detail.
Make modifications and click Save Detail when finished.
Job packages defined as Fixed Price will not be able to be finalized until the prices of the individual items included in the job package add up to the total fixed price. As items are added to the job package, the Price Remaining field (at the top of the screen) will tally the price of each item, compare it to the fixed price total and display the amount remaining. In order to reach the fixed price total, the prices at which the individual items are normally sold may need to be adjusted. When a job package is sold, the price of each individual item listed on the printed ticked is based on the adjusted item price used in the job package detail. The fixed price total verification process will only apply to job packages designated with a fixed price.
Fixed Price total verification:
The Total Price field will display the fixed price dollar value of the job package. (Note: this will only appear when adding a job package with a fixed price.)
The Price Remaining field will reflect the dollar value that exceeds the fixed price or the dollar value that is needed to meet the fixed price. (Note: this will only appear when adding a job package with a fixed price.)
The Price Remaining field will display $0.00 when the package components total dollar value equals the fixed price total dollar value.
Click Next to finalize a job package:
Click Finish to finalize the job.
Click Back to make any changes.