After initial startups, and completion of the database connections, the staff sign-on prompt is displayed. At this point, a Staff sign-on must be completed using the RetailManager barcode for the staff member doing the work. This is not the Windows user-name, but the staff barcode no. as known in RetailManager. When sign-on is completed, the JobMatix main screen should be displayed in full. This screen provides the starting point for all JobTracking functions.
JobMatix Main Screen.
All JobMatix functions are initiated from here.. The main screen LHS has four tabs to select from the Active Jobs Tree, a Jobs Grid to search all jobs, a Customer Grid and the Quotes panel..
The main screen RHS has the main command buttons for starting new jobs (and also the Launch button for the RA’s sub-application) and the main job details panel for the currently selected jobs (eg. selected from the Jobs Tree).
A Job record represents a customer item or system to be serviced or built; it records the nature of the item, and the work requested, and tracks the Job through its phases of Service Update, Job Completion and Delivery.. A JobMatix Service Job record can be started with the Book Job or Accept Job command buttons, and the successful completion of the Service Agreement form. This creates the job record and puts the job in the input queue. Note that a Booked Job will show as “WaitListed”, and must go through the Check In process before it is actually available for service..
The JobMatix Quotation Job cycle starts with the creation of one or more job record(s) via the Build Quote command button and the completion of the Build Quote Jobs screen which references the MYOB Quotation. This process involves the selection of a RetailManager Quotation from the list-view, and will create as many job records as there are systems to be built fron the Quotation. This phase is complete when all the items (parts/charges) from the quotation have been notionally assigned to new job records.. Each Quote Job carries with it the list of quoted parts/items needed for reference while the system is being built.
Once a job record has been created, it will be listed in the Queued “folder” of the Jobs explorer treeview, (and can be found in the browser grid); from this point, the job can be selected for:
— Check-in for wait-listed jobs;
— Amending Service Agreement details as needed..
— Starting, Updating the Job: parts, charges and service notes can be applied to the Job Record.. Job can be transferred to QA status for quality control. When the Job is marked as Completed, the service/delivery record is printed, and the Job marked ready for Delivery.
An RA record represents a customer item or stock item being returned to the supplier for warranty action. It records the item’s stock identity and original supplier invoice information (obtained from Goods Received data from the RetailManager database). Every RA item goes through a well-defined process reflecting the stages of supplier RMA approval, item despatch and eventual replacement (if any).
The JobMatix RA record tracks the progress of the RA item request to the supplier through the various stages. At any time it will show the request’s current status, as well as prompting for the next action from the user if any is due..
JobTracking Reports can be accessed via the main menu bar. The reports are mostly self-explanatory.
Staff Time/Jobs Report. This report shows/summarises all hours/ work sessions logged by staff members for the selected job status or period.
Stock/Jobs Report. This report list all stock items assigned to the selected set of Jobs. eg. showing all stock in current jobs (not delivered) assists in the completion of an accurate stock-take.
To be continued.
— Updated: 18-June-2013 10:31am. JobMatix Team
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