POS Workshop

This screen allows you to look at POS Workshop Orders and maintain Work Instructions, Track the Workshop Order, and add information that will appear on the Customer Invoice.

 

List Tab

 

A single line is displayed for each POS Order

 

Sale No: Display only field showing the Sales Order Number allocated at the time the Workshop Order was rainsed.

 

Sale Date: Display only field showing the creation date of the Workshop Order

 

Billing Customer: Display only field showing the Customer held against the Sale No.

 

Required Date: Display only field showing the date when the Workshop Order is required to be completed

 

Display fields

 

The displayed fields are taken from the Item information maintained into the ‘Detail’ tab.  The selection of which fields to display is at the user’s discretion.  To select the fields to display simply ‘right mouse’ in the main panel and select ‘Customize List Fields’.  On the displayed panel you can:

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Click on the ‘Show field’ checkbox to display the field

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Amend the column heading by changing the content of ‘Display Label’

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Define the sort sequence of the records by going to the lower panel and dragging the field from ‘Available Fields’ to ‘Sort By’.

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Click the ‘Save’ Button when done.

 

Data Display Options

 

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:

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To sort the data in a selected column simply click on the column heading.  Clicking against will sort in descending order.

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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom…) to enter detailed selection criteria.

 

Include Work Finished - If this is checked then the displayed list will include those Workshop Orders that have been completed.

 

Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed.  To revert back to displaying all records click on the ‘Eraser’ Icon

 

Buttons

 

Close: This will close the POS Workshop screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Save: Not applicable to the List panel

 

Cancel: Not applicable to the List panel

 

Related: This will bring up a list of functions that are related to POS Workshop.  You may open and maintain information in those screens whilst still remaining in the POS Workshop screen.

 

Reports: This will bring up a list of Reports that are related to the POS Workshop.  You can immediately run the report whilst still remaining in the POS Workshop screen.

 

 

Detail Tab

 

Entry and Display fields

 

The upper portion of this screen shows the Customer and Pickup details as entered into the POS screen with any amendments made via the ‘Customer’ (F4) button in that screen.  This is display only and shows

 

Billing Customer Name and Contact details

Delivery Customer Name and Contact details

POS Workshop Order Number

Required Completion Date

 

The following fields can be maintained against the Workshop Order

 

Reference: Prefilled with the Reference detail entered when creating the Workshop Order in the POS Screen.  You may amend the information here if required

 

Tracking Code: From the drop-down list select the Tracking Code.  Tracking Codes are user maintained (Sales>Settings>Sales Tracking) and enable you to track your Workshop Order and filter views or reports by this Code.

 

Work Finished: ‘Check’ this checkbox to denote that the POS Workshop Order has been completed.

 

Finished Date: From the drop-down calendar select the date when this Workshop order was finished.

 

Workshop Instructions: Display only field showing the instruction entered into the POS Screen for this Workshop Order

 

Internal Workshop Notes: You can enter unlimited amount of Internal Workshop Notes that are related to this Workshop Order.  These will appear on the Worksheet for this Order.  Whenever you click on this field an icon will appear in the top-right.  By clicking on this Icon you can bring up the Frequently Used Text table.  Select the text to be copied and either press the OK Button in that screen or double-click the selected record.

 

Customer Invoice Notes: You can enter unlimited amount of Customer Invoice Notes related to this Workshop Order.  These will appear on the Customer’s Invoice for this Order.  Whenever you click on this field an icon will appear in the top-right.  By clicking on this Icon you can bring up the Frequently Used Text table.  Select the text to be copied and either press the OK Button in that screen or double-click the selected record.

 

Buttons

 

Close: This will close the POS Workshop screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made to the Workshop Order since the last time the ‘Save’ Button was pressed will be lost.

 

Related: This will bring up a list of functions that are related to the Workshop Order.  You may open and maintain information in those screens whilst still remaining in the POS Workshop screen.

 

Reports: This will bring up a list of Reports that are related to the Workshop Order.  You can immediately run the report whilst still remaining in the POS Workshop screen.