Manage Job Functions Tab Explained - Detailed Functions Tab Manage All The Manage All button is used to manage all lines on the job at once . Import The Import button is used to upload job lines from a file into the job . New Stock Request The New Stock Request button is used to create a request for stock items required for a job . Create PO The Create PO screen is used to generate purchase orders for items required on a job . Create BOM The Create BOM screen is used to add a Bill of Materials to a job , bringing in a predefined set of items. Verify task stock Task Stock Request Delete Task The Delete Task button is used to remove a task from the job . Add to Picking Slip The Add to Picking Slip button is used to assign selected job lines to a picking slip for warehouse processing. Planned Timelog Allows you to Generate a planned time logs for each employee based on the entries in the Job Line tab , allowing future work to be scheduled and tracked effectively. Copy to Job The Copy to Job button allows you to copy selected job line(s) to another job . Clear Line History Delete Job Line Change Line Type CTC to SC Support Log Time Log Quick Time Log Checklist Complete Manage All The Manage All button is used to manage all lines on the job at once . When selected, a confirmation window will appear asking if you want to proceed. You can also choose to include wastage items . Click Yes to continue and apply actions to all job lines, or No to cancel. Import Button - Line Import The Import button is used to upload job lines from a file into the job . This feature is ideal when importing a recipe or BOM set up for a single unit . The multiplier allows you to scale the quantities automatically during import, saving time and ensuring accuracy. When selected, the Job Import screen will open where you can: Choose a file to import Set a quantity multiplier (if required) Click Upload to import the lines Only valid items will be imported, and any errors can be reviewed using Show Errors . File Upload & Import Process Click the Select File button to open the file browser and locate the file you want to import. Click Upload to send the file to the server and start the import process. Quantity Multiplier Option You have the option to multiply quantities during import . This will adjust both the budget quantity and the managed quantity . The default value is 1 , but this can be changed before uploading the file . Please Note The file must be in .CSV format using semi-colon (;) separation The file must include headers , however these will be ignored during import If any errors occur, they will be recorded in the log Please correct the errors and restart the import process   Import Rules The CSV file must use semi-colon (;) separation Stock items take cost from the item setup, regardless of any cost entered in the file Stock items take the selling price from the Excel file If the stock item selling price is blank, it defaults to the item setup value Custom and Service items take both cost and selling price from Excel If cost and selling are blank for Custom or Service items, values default to item setup If a Service item uses time allocation and an employee rate is set, cost is taken from user setup rates (1, 2, or 3) If cost is set to zero (0) , it will be imported as zero If Managed Qty is blank, the line is added as Not Started If Managed Qty has a value, the line is added as Active If there is no stock on hand , the line will be added but not managed If the Required Date is blank, the system uses the current date Dates must be in the format: YYYY-MM-DD (e.g. 2020-04-05) If the Employee field is blank, it will remain blank The Employee field uses the login ID If the Rate field is blank (with an employee), it remains blank Set Rate to 1, 2, or 3 to use the corresponding user setup rate If both Employee and Rate are set for a Service item, cost is taken from the user setup rate Description is imported from Excel If Description is blank, it defaults from item setup Set Is Complete = 1 to mark the line as complete For stock items, the correct Warehouse Code must be provided Drawing is a free text field Comment is a free text field     CSV File Template Field Header Example Required or Not Type CTC or SC Required ItemCode MGPEN001 Required Description Pen with Red and Yellow dots   Budgetqty 5 Required Cost 10   Selling 20   WarehouseCode MAST Required  if a stock item LineRef Line Reference   Required Date 2020-04-06   Employee Login Malcolm   Rate 1 or 2 or 3   Is Complete 1   Drawing 1170-780-112-456   Comment Check the pen colours   New Stock Request The New Stock Request button is used to create a request for stock items required for a job . This screen allows you to: Enter a reference and description for the request Select the requested by user and required date Add the stock items and quantities needed Link the request to the job number Once completed, the request can be saved and sent for processing, allowing the store team to supply the required items for the job. Basic Tab Stock Request No System-generated number for the request Reference Optional reference for internal tracking Description Brief details about the stock request Storeman Select the staff member responsible for the request Requested By Shows the current status of the request (e.g. Requested) Sort By How items are arranged (e.g. Stock Code) Date Created When the request was created % Complete Progress of the request Date Req. By Required date for the items Document Type Type of record (e.g. Job) Job Number Links the request to a specific job Select (Actual / CTC / SC): Determines costing/selection method Item Grid (Botton Section) This screen ensures all required stock for a job is formally requested, tracked, and supplied by the store team. Code Item Code Description Item details Item Type Type of item (e.g. stock, service) Line Reference Reference per line Quantity Number of items requested Date Req. By Required date per item UOM Unit of measure Warehouse / Bin Location Where the item is stored Scan Tab The Scan tab works the same as the Basic tab but is designed for barcode scanning . Scan Barcode: Scan or enter the item barcode to quickly add it to the request Last Item / Last Result: Displays the most recently scanned item and result Scan Log: Shows a history of scanned items Items scanned are automatically added to the item grid below , removing the need to manually search and enter stock codes. Purpose: Speeds up stock requests by allowing items to be added using a barcode scanner. Create PO The Create PO screen is used to generate purchase orders for items required on a job . Grouping Choose how items are grouped when creating POs: None (no grouping) Creditors (group by supplier) Description Enter a description for the purchase order(s)  Creditor Select or update the supplier for the items Show Not Started Displays items not yet processed Show No Creditor Shows items without a supplier assigned Show Zero Items Includes items with zero quantity Show PO Items Shows items already linked to a PO Create POs/ Close Select the required items from the grid Click  Create POs to generate purchase order(s) Close to exit the screen Create BOM This screen allows you to quickly add multiple predefined items to a job using a selected BOM, saving time and ensuring consistency. BOM Type Choose Basic or Advanced , which determines which BOM list is available Result Item Select the BOM item you want to apply (based on the chosen BOM type) Description Displays or allows entry of the BOM description Bill of Materials Select the specific BOM record if multiple exist Quantity Number of times the BOM will be applied Warehouse Select the warehouse the items will be drawn from Projected Date Expected date for the BOM items Machine Optional field for linking to a machine Job No Link Confirms the job the BOM will be added to Manage Job Apply the BOM and manage the lines immediately CTC / SC Choose how the BOM is costed (Cost to Company or Scope Creep) Actions Save & Close: Apply the BOM and exit Save: Save without closing Close: Exit without saving Manage BOM: Open BOM management (if available) Verify Task Stock  Task Stock Request Delete Task The Delete Task button is used to remove a task from the job . You must first select a task from the Tasks section (left panel) The button will only work when a task is highlighted/selected When clicked, a confirmation message will appear: Click Yes to delete the task Click No to cancel Note: Only tasks (not standard job lines) can be deleted using this button. Add a Picking Slip This function allows you to send selected job items to the warehouse so they can be picked and prepared for the job. You must first highlight the job line(s) you want to add Clicking the button opens the Add To Picking Slip screen On this screen you can: Select an existing Picking Slip or create a new one Choose whether to add items from a Quote or Stock Request View the selected items in the top grid Add items to the picking slip using Add / Add All / Add Per Quote The bottom grid shows the items that have been added to the picking slip. Actions: Remove / Remove All: Remove items from the picking slip Edit: Modify selected lines Print: Print the picking slip Close: Exit the screen Planned Time Log Copy to Job This function lets you reuse job lines across different jobs , saving time and ensuring consistency. You must first highlight the line item(s) you want to copy Clicking the button opens the Copy Job lines to other job screen Copy to new Job: Select the job you want to copy the line(s) to Quote Lines: Tick to copy as quote lines Scope Creep (SC) Lines: Tick to copy as scope creep lines Cost to Company (CTC): Tick to copy as cost to company lines Quantity Type: Choose how the quantity is copied: - For example,  Balance will copy only the remaining quantity Actions Continue: Copies the selected line(s) to the chosen job Close: Exits without copying Clear Line History Delete Job Line Change Line Type ????? CTC to SC Create RFQ Production Tracking Replace Item Manage All The “Unmanage All” function will reverse any managed quantities on job lines, reducing them back to an unmanaged state based on what has not yet been invoiced. A UnManage All items on a job B Clear Line History  Only works if the Managed Actual quantity equals zero C Delete Job Line Only works if there are no Line History entries Move to Job Support Log Time Log Quick Time Log Create Checklist Checklist Complete