In the tab ‘Orders’, you can create and store Job orders. Job orders are usually used for coordination of execution of Products. You can easily create Job orders by adding Products one-by-one, either selecting them from the list, or using pre-prepared groups of Products. Information on how to define groups of Products is provided in the Products module (see page 39)
Using Job orders
Job orders are the easiest solution when you need to quickly draw up Job order and submit it to Client for signature or send it by e-mail. Project-related job orders can be created by pressing ‘+’ at the bottom of the list of Project’s job orders. An estimate will also be automatically generated.
Job order-identifying information is provided in Job order’s ‘Info’ tab, where you can see who prepared Job order, when it was created and when it must be delivered. In Job order’s tab ‘Estimate’, you can draw up an estimate for this Job order.
There are three ways to add Job order and estimate positions by pressing a different button with ‘+’:
- Button “+” – one empty position will be added. By clicking a line on the Product location, a list of Items and services, which can be added to positions, will appear. By selecting Product in Job order/Estimate position, Product’s unit of measurement will automatically be added to amount and Product price in the Items and services module.
- Button
“+ Search” – Product selection window will appear, where, with the help of checks, you will be able to select the desired items and services. All items and services in the list ‘Selected’ will be added to Job order or Estimate positions. By selecting Items and services in Job order/Estimate positions, Items and services’ unit of measurement will automatically be added to amount and Product price in the Items and services module.
NOTE. Both above Product adding versions, provided that Client is assigned price name, positions will use Client-assigned prices. It is especially convenient when Client is provided with special prices.
- Button “Products Group”– the new window will appear, where you can find the list of groups of Items and services:
Here, by clicking next to the name of the group, all Products in the group will be added. By selecting group of Products in Job order/Estimate positions, Product’s unit of measurement will automatically be added to amount and Product price in the groups of Products. In groups of Products, you can define different amounts and prices for the group. It is especially convenient when generating standard sets of Products or sets of Products with discounts.
Estimates
In Estimate, you can assign Estimate positions with the Timesheet. Using Timesheets, you can calculate employees’ contribution by Estimate positions, i.e. if Tasks are performed by Job order’s estimate, then specific positions can be assigned to specific employees or groups of employees. Accordingly-prepared Timesheet will calculate the amount of task performed during the specific period and the corresponding monetary expression for the employees’ wage. More information on how to use Timesheets can be found in the Timesheets module (see page 71).
To make Estimate positions appear in the Timesheet, each position must be assigned Timesheet, which in turn would be assigned a specific position. Only assigned Estimate positions will be included in Timesheets’s accounts.
Changing the Currency or Currency rate
Currency should be set up in the begining after job order / estimate has been created. If you change the currency or currency rate after Products has been added to the Cart, the Application will recalculate all Cart line items using the new currency rate. When recalculation is made, the App takes main product’s price which is set in the Products module and multiplies it using new currency rate. After all, all prices in the Cart will be changed and amount of Total will be different as well.
What is the difference between Job order and Estimate?
Job order is used to list large positions in Job order, while Estimate is intended for itemization of Job order to the smallest positions. Later, Job order by a single click of the button can be converted to an invoice. After selecting Job order’s ‘Info’ tab, there is the button “New Invoice”, on the top right corner of the tab. By pressing it, you will create new Income, which will be automatically assigned Project’s client, as Income’s client, added all Job order’s positions, and Income will be related to this Project.
By pressing the button “Order”, a window will appear, where you will be able to see blue Job order sheet prepared for printout. To itemize Job order, you can create templates with, for example, additional T&Cs, which will be displayed in the printout of the Job order sheet.
By pressing the button “Estimate”, a window will appear, where you will be able to see blue Estimate sheet prepared for printout. To itemize Estimate, you can create templates with, for example, additional T&Cs, which will be displayed in the printout of the Estimate sheet.
NOTE. When the printout appears, the top menu changes. Further actions are available only of Action from the top menu is selected.
By pressing the button “Busy Graph”, the new window will appear, where you will be able to see all Project-related employees’ availability for the period of 10 days from today. Availability is calculated for employees, whose Actions are assigned to this Project. A working day lasts for 8 hours. Availability is calculated by adding day’s tasks and the value of the field ‘Period’. If your company has more employees, they can be filtered by groups of employees by selecting the top filter.
