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Detail

By selecting a Job Card, you will be presented with the following detail page.

The top heading shows details such as the Job Card number, the Debtor, a selectable Job Cost Centre field, and also a Sales Rep which can be specified.

More details can be captured like Technician Notes or Customer Feedback.

In the information tab you will be able to see the address if it has been captured.

In the Time Materials tab, you will see time which has been allocated to the Job Card. The Add button gives you the option to add different catogories which will be explained in another document.

The Invoices tab will list any invoices linked to the Job Card. You also have the abillity to Add a new invoice which will take you to the Picking Slip screen, or you can Link an existing Invoice.

In the Purchase Orders Tab you can view any purchase orders linked to the Job Card, you can also Add a new one or link one if there currently is one available for the Debtor.

On selecting the Serial Numbers tab, you will see the following screen. Here you will see all serial numbers linked to the job. You can also Add or Link a Serial number..

On adding a serial number, you will be presented with the following screen where you can capture the details. Remember to click submit in the bottom right corner.

On the Attached Files tab, you will see the following screen where you can view allready attached files or Attach new files relevant to the Job Card.

On the Communication tab you will see the following screen where you can view any communication details related to the Job card.

In the Communications Tab, by selecting Add you will be presented with the following screen where you can add outgoing communication related to the call.

Delivery Method gives you the option of E-Mail or Cell Phone. The From Tab gives you the sellection of outgoing email accounts linked to your system. To would be the recipient, Notification Reason gives you 6 templates to choose from which has been predefined and customized. You can also add attachments to the communication by sellecting Attach. The body can be filled out with necessary details. Once you have all details captured, a Send button will appear which you can smash. The notification will be sent out and logged against the Job Card. You can view it by hitting the Refresh button.

By selecting the Activity tab, and you have access, you will see the following screen with any related activities to the Job Card listed.

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