Creating and Editing Custom Jobs
Custom Jobs are pre-built jobs that can be added to a work document with a single click.
Creating Custom Jobs
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If you haven't already, add parts into your inventory and create line codes.
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Click Setup >> Custom Jobs.
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Enter a Job Name >> Description >> select a Sales Class Code.
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Entering a Job Name and clicking Find will search for an existing job with that name.
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Note: The Description will appear on the customer's invoice.
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Select one of the following Price Types:
Standard
Creating a Standard Price Job:
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Complete the job specific options below:
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Category: This job will appear under the assigned category when making selections from the Custom Job selection screen.
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Note: Jobs that do not have a category assigned will appear in the Uncategorized section of the Custom Job selection screen.
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Use Customer Rate: Selecting Use Customer Rate will substitute the customer’s Default Labor Rate for the existing labor rate in the Custom Job.
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Active: Unchecking this box will remove the job from the Custom Jobs selection screen.
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Select a Type to start adding items
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P - Product: In Description, enter the part name (or % to search all parts) then click Search.
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If the part does not exist in your database, you can add a new part by:
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Entering a Line Code >> Code >> Description >> Qty.
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To change the prices of existing parts or to set prices for new parts:
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Check the Override Prices checkbox >> enter the appropriate pricing information in the Sell, Trade Price and Cost Price boxes .
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L - Labor: Click Search to select an existing labor rate, then enter the labor hours into the Qty box.
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WD - Work Description: Click Search to select a pre-built Work Description.
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PG - Catalog Group: Add Catalog Groups to save time when searching integrated electronic parts catalogs (see details below).
Optional: How to build PG - Catalog Groups
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Select PG - Catalog Group >> the integrated Catalog >> click Select.
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Click Select a Part Group and make a selection >> enter a Group Description (name of the Product Group) (optional).
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Notes:
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Example Part Group: Brakes and Traction Control
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If no Group Description is entered, the first Part Group selected will autofill as the Group Description.
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Select all specific Part Groups related to the desired part.
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Example: Brake Pad/Shoe - Front
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Note: Type keywords to filter results, then click to add.
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Click the Part Group field to add all Part Groups that may include the item.
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Example: If you are creating a PG - Catalog Group for Front Brake Pads, add all items similar to Front Brake Pads, such as: Brake Pad/Shoe - Front, Brake Pads - Front, New Brake Pads Front and Performance Brake Pads.
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Your selection will look similar to this example >> click Done.
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The PG - Catalog Group has been added to the Custom Job.
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Note: When a Custom Job with a PG - Catalog Group is added to the work document, the electronic catalog will automatically open, with links to the desired parts under "Pick List."
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Available Catalogs to use: OEM, AutoZone and Transtar.
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Click Add when you have entered in all the necessary information for the item.
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Repeat this process until the job is complete.
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Click Update.
Package Price
Select Package Price if the custom job will be sold at a predetermined price, but you want to account for part pricing.
- Package Price is often used to create loss-leader jobs.
- Job total displays the customer price as the Sell price of the parts with an adjusted labor rate to meet the Sell price set for the job.
- If the part pricing exceeds the Sell price set for the job, the job total will increase accordingly.
Creating a Package Price Job:
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Complete the job specific options below:
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Category: This job will appear under the assigned category when making selections from the Custom Job selection screen.
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Note: Jobs that do not have a category assigned will appear in the Uncategorized section of the Custom Job selection screen.
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Sell - Set a minimum price that you would like to sell this job for.
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As parts are added, the labor rate will automatically be adjusted to meet this total.
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If part prices exceed the sell price, the job total will increase above the minimum.
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Use Customer Rate: Selecting Use Customer Rate will substitute the customer’s Default Labor Rate for the existing labor rate in the Custom Job.
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Active: Unchecking this box will remove the job from the Custom Jobs selection screen.
-
-
Select a Type to start adding items
-
P - Product: In Description, enter the part name (or % to search all parts) then click Search.
-
If the part does not exist in your database, you can add a new part by:
-
Entering a Line Code >> Code >> Description >> Qty.
-
-
To change the prices of existing parts or to set prices for new parts:
-
Check the Override Prices checkbox >> enter the appropriate pricing information into the Sell, Trade Price and Cost Price boxes
-
-
-
L - Labor: Click Search to select an existing labor rate, then enter the labor hours into the Qty box.
-
WD - Work Description: Click Search to select a pre-built Work Description.
-
PG - Catalog Group: Add Catalog Groups to save time when searching integrated electronic parts catalogs (see details below).
-
Note: When a Custom Job with a PG - Catalog Group is added to the work document, the electronic catalog will automatically open, with links to the desired parts under "Pick List."
-
Available Catalogs to use: OEM, AutoZone and Transtar.
-
Optional: How to build PG - Catalog Groups
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Select PG - Catalog Group >> the integrated Catalog >> click Select.
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Click Select a Part Group and make a selection >> enter a Group Description (name of the Product Group) (optional).
-
Notes:
-
Example Part Group: Brakes and Traction Control
-
If no Group Description is entered, the first Part Group selected will autofill as the Group Description.
-
-
-
Select all specific Part Groups related to the desired part.
-
Example: Brake Pad/Shoe - Front
-
Note: Type keywords to filter results, then click to add.
-
-
-
Click the Part Group field to add all Part Groups that may include the item.
-
Example: If you are creating a PG - Catalog Group for Front Brake Pads, add all items similar to Front Brake Pads, such as: Brake Pad/Shoe - Front, Brake Pads - Front, New Brake Pads Front and Performance Brake Pads.
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Your selection will look similar to this example >> click Done.
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The PG - Catalog Group has been added to the Custom Job.
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Click Add when you have entered in all the necessary information for the item.
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Repeat this process until the job is complete.
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Note: Job Total displays the customer price as the Sell price of the parts with an adjusted labor rate to meet the Sell price set for the Job.
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Click Update.
Fixed Price
Select Fixed Price if the custom job will be sold at a predetermined price, regardless of actual part and labor pricing.
Creating a Fixed Price Job:
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Complete the job specific options below:
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Category: This job will appear under the assigned category when making selections from the Custom Job selection screen.
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Note: Jobs that do not have a category assigned will appear in the Uncategorized section of the Custom Job selection screen.
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Tax Code: The selected tax code will apply to the entire job.
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Cost: Cost for this job.
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Sell: Set the price that this job will sell for.
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Use Customer Rate: Selecting Use Customer Rate will substitute the customer’s Default Labor Rate for the existing labor rate in the Custom Job.
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Active: Unchecking this box will remove the job from the Custom Jobs selection screen.
-
-
Select a Type to start adding items
-
P - Product: In Description, enter the part name (or % to search all parts) then click Search.
-
If the part does not exist in your database, you can add a new part by:
-
Entering a Line Code >> Code >> Description >> Qty.
-
-
-
L - Labor: Click Search to select an existing labor rate, then enter the labor hours into the Qty box.
-
WD - Work Description: Click Search to select a pre-built Work Description.
-
PG - Catalog Group: Add Catalog Groups to save time when searching integrated electronic parts catalogs. (see details below).
-
Note: When a Custom Job with a PG - Catalog Group is added to the work document, the electronic catalog will automatically open, with links to the desired parts under "Pick List."
-
Available Catalogs to use: OEM, AutoZone and Transtar.
-
Optional: How to build PG - Catalog Groups
-
Select PG - Catalog Group >> the integrated Catalog >> click Select.
-
Click Select a Part Group and make a selection >> enter a Group Description (name of the Product Group) (optional).
-
Notes:
-
Example Part Group: Brakes and Traction Control
-
If no Group Description is entered, the first Part Group selected will autofill as the Group Description.
-
-
-
Select all specific Part Groups related to the desired part.
-
Example: Brake Pad/Shoe - Front
-
Note: Type keywords to filter results, then click to add.
-
-
-
Click the Part Group field to add all Part Groups that may include the item.
-
Example: If you are creating a PG - Catalog Group for Front Brake Pads, add all items similar to Front Brake Pads, such as: Brake Pad/Shoe - Front, Brake Pads - Front, New Brake Pads Front and Performance Brake Pads.
-
-
Your selection will look similar to this example >> click Done.
-
The PG - Catalog Group has been added to the Custom Job.
-
-
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Click Add when you have entered in all the necessary information for the item.
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Repeat this process until the job is complete.
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Click Update.
Complete Price
Select Complete Price if the custom job will be sold at a predetermined price, regardless of actual part and labor pricing. Part and labor prices are automatically adjusted in order to accurately account for taxes.
Creating a Complete Price Job:
-
Complete the job specific options below:
-
Category: This job will appear under the assigned category when making selections from the Custom Job selection screen.
-
Note: Jobs that do not have a category assigned will appear in the Uncategorized section of the Custom Job selection screen.
-
-
Sell: Set the price that this job will sell for.
-
Use Customer Rate: Selecting Use Customer Rate will substitute the customer’s Default Labor Rate for the existing labor rate in the Custom Job.
-
Active: Unchecking this box will remove the job from the Custom Jobs selection screen.
-
-
Select a Type to start adding items
-
P - Product: In Description, enter the part name (or % to search all parts) then click Search.
-
If the part does not exist in your database, you can add a new part by:
-
Entering a Line Code >> Code >> Description >> Qty.
-
-
-
L - Labor: Click Search to select an existing labor rate, then enter the labor hours into the Qty box.
-
WD - Work Description: Click Search to select a pre-built Work Description.
-
PG - Catalog Group: Add Catalog Groups to save time when searching integrated electronic parts catalogs. (see details below).
Optional: How to build PG - Catalog Groups
-
Select PG - Catalog Group >> the integrated Catalog >> click Select.
-
Click Select a Part Group and make a selection >> enter a Group Description (name of the Product Group) (optional).
-
Notes:
-
Example Part Group: Brakes and Traction Control
-
If no Group Description is entered, the first Part Group selected will autofill as the Group Description.
-
-
-
Select all specific Part Groups related to the desired part.
-
Example: Brake Pad/Shoe - Front
-
Note: Type keywords to filter results, then click to add.
-
-
-
Click the Part Group field to add all Part Groups that may include the item.
-
Example: If you are creating a PG - Catalog Group for Front Brake Pads, add all items similar to Front Brake Pads, such as: Brake Pad/Shoe - Front, Brake Pads - Front, New Brake Pads Front and Performance Brake Pads.
-
-
Your selection will look similar to this example >> click Done.
-
The PG - Catalog Group has been added to the Custom Job.
-
Note: When a Custom Job with a PG - Catalog Group is added to the work document, the electronic catalog will automatically open, with links to the desired parts under "Pick List."
-
Available Catalogs to use: OEM, AutoZone and Transtar.
-
-
-
-
Click Add when you have entered in all the necessary information for the item.
-
Repeat this process until the job is complete.
-
Notes:
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The Job Total displays the customer price as the Sell price.
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The Parts and Labor lines display as their regular sell prices.
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Hidden adjustment lines are created to properly calculate tax for each associated PTT (Product Tax Type) and to meet the Sell price set for the Job.
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Click Update.
Editing Custom Jobs
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Click the pencil icon for the job that is going to be edited.
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The selected job will display.
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Edit the job:
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Make changes to the job options.
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Add additional items by following the steps in the Creating Custom Jobs section above.
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Edit or delete line items by clicking the Edit (pencil) or Delete (red x) next to the item.
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Click Update.