| Setting Up Job Master |
| Can inventory levels be adjusted? |
| Yes, inventory levels can be adjusted by either going into the MATERIAL INVENTORY in the LISTS section and by selecting the EDIT button, an operator with managerial status can adjust inventory levels. The only other way to adjust inventory levels is in the RECEIVING section in the PURCHASING list. |
| Click here for more info on Setting Up Job Master |
| Can minimum reorder levels be set? |
| Yes, minimum reorder levels can be set so that your company will never run out of a product. If inventory goes past the MINIMUM LEVEL of a material, which can be accessed by entering the MATERIAL INVENTORY in the LISTS section and by selecting the EDIT button, Job Master manufacturing inventory software will prompt the operator to reorder the material. |
| Click here for more info on Setting Up Job Master |
| What do I do if I need Job Master to reorder materials for me? |
| Well, operators can pre-select the minimum amount of a material that can be allowed on hand and then select the amount of that material that should be reordered if the inventory drops below the minimum amount. This can all be done by going into the MATERIAL INVENTORY in the LISTS section and by selecting the EDIT button. When materials do need to be reordered, Job Master machine shop software will flag an operator to notify them that inventory levels are low, and if the operator so chooses can send out a purchase order right there. |
| Click here for more info on Setting Up Job Master |
| Can a maximum inventory level be set? |
| Yes a maximum inventory level can be set, this feature is especially for small businesses, so that money is not tied up in back inventory. The maximum inventory level can be set by going into the MATERIAL INVENTORY in the LISTS section and by selecting the EDIT button. |
| Click here for more info on Setting Up Job Master |
| Can I enter my shipper or multiple shipper information into Job Master? |
| Yes, operators can enter their preferred shippers by selecting the SHIP VIA button found in the LISTS section and entering the service name, i.e. UPS, Fed EX, or USPS, and their account number with said service. The information provided in this section can be used at a later time when operators are sending products or materials to customers. |
| Click here for more info on Setting Up Job Master |
| Can you enter labor and related costs for producing a product so that are available in a drop down menu? |
| When setting up Job Master job cost tracking software, an operator can enter Labor descriptions and prices in the LABOR CHARGES section, Material descriptions and prices in the MATERIAL INVENTORY section, and descriptions and prices of other tasks in the OTHER CHARGES section. The descriptions and charges entered in these sections become available when creating a Quotation or Sales Order in a drop down menu if the operator goes into the COST BREAK DOWN SECTION. |
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| Customers |
| When entering customer data in Job Master, can data fields be modified or created? |
| Yes, Job Master manufacturing inventory software does offer operators the opportunity when entering customers into their data base to enter extra informational notes that vital to servicing that customer. |
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| Can a customer be marked as to whether or not they are on a COD or on hold basis? |
| Yes, customers can be designated COD or on hold or any one of the terms that were entered in the TERMS area. Customer payment methods can be selected by going into the CUSTOMER area, selecting the EDIT button, and clicking on the BILLING & FINANCIAL tab. |
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| Can a credit limit be set for individual customers? |
| Yes, an operator can set a credit limit for customers, ensuring that sales orders aren't approved if the cost exceeds the approved credit for a customer. The credit limit can be set by going into the CUSTOMER area, selecting the EDIT button, and clicking on the BILLING & FINANCIAL tab, and there is a field titled CREDIT. |
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| Does Job Master allow for multiple contacts from one company to be entered? |
| By going to the CUSTOMER area, selecting the EDIT button, and clicking on the OTHER CONTACTS tab an operator can enter in an infinite amount of contacts, their job type, position, multiple phone numbers, email, and any comments or notes about the contact. |
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| How many shipping addresses can I enter for a customer? |
| Job Master manufacturing inventory software allows for an infinite amount of shipping addresses to be entered in for a specific customer. Adding shipping addresses is as easy as going to the CUSTOMER area, selecting the EDIT button, and clicking on the SHIPPING LOCATIONS tab. Each new shipping location can be labeled for identification purposes, i.e. Main Office, or Machine Shop. |
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| Do I have to reenter customer information I've already entered? |
| No, once an operator has entered in a customer's information it will never have to be reentered again. Shipping, billing, and contact information for a customer will be accessible to operators at a click of the mouse for creating Sales Orders, Sales Quotes, and printing reports. |
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| Quotes |
| What flexibility do I have in pricing materials or labor when creating a Quote or a Sales Order? |
| Well, Job Master job shop software offers the opportunity for an operator to mark up the price on labor, materials, or other charges by either a strait dollar amount of by a percentage. All of this can be done by going into either QUOTATION or SALES ORDER (depending on which one the operator is creating), and after selecting a Quote or a Sales Order click on EDIT. Once in the Edit section, selecting the COST BREAKDOWN button will bring the operator to the area that he can adjust mark-ups. |
| Click here for more info on Quotes |
| What do I do if I need a letter to accompany a Quote that I'm sending to a customer? |
| Job Master job shop software has the ability to create a Quote Letter on a point & click basis. Using this feature allows an operator to create a canned letter quickly and effortlessly. The Quote Letter can be made by going into QUOTATION area, selecting the EDIT button, and then clicking on the LETTER button. |
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| How do I change a Quote into a Sales Order? |
| Job Master job shop software allows an operator to quickly and easily transform a Quote into a Sales Order, all he/she has to do is when in the QUOTATION screen, in the EDIT section, select the desired quote, and then click on the SALES ORDER button. The operator will then be able to select the desired products from the Quote that are to be used in the actual Sales Order, and all relevant information will be placed into a Sales Order ready to go. |
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| What do I do if once I've completed a very complex Quote another customer wants to order the same thing, or something very similar? |
| An operator of Job Master job shop software, can quickly duplicate orders for different customers and modify them if need be. This can be done by going into the QUOTATION section, and at the bottom of the screen there is a REPRODUCE button. This will copy whichever Quote was selected, and then can be modified and tailored for the new customer. |
| Click here for more info on Quotes |
| Is there an easy way to access all open orders? |
| Yes, by entering into the QUOTATION section an operator can view which orders are still open by clicking on the SHOW OPEN QUOTES button. If the operator would prefer a hard copy of the information he/she can select the PRINT OPEN QUOTES button and all Open Quotes will be printed out. |
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| Can I revise a quote and keep the original? |
| Yes, Job Master job shop software allows an operator to modify a Quote and the changes made will be saved as a separate Quote. The Revision will be documented as a suffix to the original Quote. For example if Quote #101 is revised, the revision will be saved as Quote #101-1. Revisions can be made by going into the QUOTATION section, selecting the desired Quote and then clicking on REVISE. |
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| Sales Order |
| Can I change the sales representative commission rate on an order by order basis? |
| Yes, an operator with a managerial password can adjust a Sales Rep's rate on an order-by-order basis. When a Sales Rep is first entered into the system by selecting the SALES REP button, along with his/her name being entered the his/her commission rate can be entered as well. When actual SALES ORDERS are being produced an operator can select the sales order, click on the EDIT button, and then selecting the REP, TERMS, SHIPPING, CUSTOMER REFERENCE tab he/she can adjust the Sales Rep's commission rate for that specific sales order. |
| Click here for more info on Sales Order |
| How can I figure out how much commission my Sales Reps have made? |
| Job Master job tracking software allows an operator to view and print a Projected Commission Report. This can be accessed by simply going into the SALES ORDER section, selecting a date range for the Commission Report (which can be located on the right hand side of the screen), and then clicking on the PROJECTED COMMISSION REPORT button. . |
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| What is a Job Backlog Report? |
| A Job Backlog Report quickly informs an operator of Job Master job tracking software as to which products have been ordered by customers and for some reason have not been shipped at the time the report is produced. The Report also gives a synopsis of the total fiscal amount of goods not sent is. The Report can be produced by going into the SALES ORDER section and selecting the JOB BACKLOG REPORT button. |
| Click here for more info on Sales Order |
| Do I have to create a Quote before I can create a Sales Order for a customer? |
| No, an operator of Job Master job tracking software doesn't have to create a Quote before creating a Sales Order. A Sales Order can be created by going into the SALES ORDER section and then selecting the NEW button. |
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| General Questions |
| What are the System Requirements? |
Minimum System Requirements:
Server
- Supported Operating Systems: Windows 2000, Windows XP Pro, Windows Server 2000, Windows Server 2003, Windows Vista Business & Windows Vista Ultimate.
- NON-Supported Operating Systems:Windows ME, Windows XP Home, Windows Vista Home, and Windows Home Premium, Windows NT, Windows 95 or Windows 98.
- CPU/RAM/Storage: 1000Mhz or above, 512MB RAM and 1GB of free hard disk space.
Workstation
- Supported Operating Systems: Windows 2000, Windows XP Pro, Windows Server 2000, Windows Server 2003, Windows Vista Business & Windows Vista Ultimate, Windows Server 2008, Windows 7
- NON-Supported Operating Systems:Windows ME, Windows XP Home, Windows Vista Home, and Windows Home Premium, Windows NT, Windows 95 or Windows 98.
-CPU/RAM/Storage: 500Mhz or above, 128MB RAM and 500MB of free hard disk space.
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| The installation instructions say that I need to map the network drive before I do a workstation install... How do I do this? |
Right-click the "My Computer" icon on the workstation and select "Map Network Drive."
Assign a letter to your new drive, then browse to the Job Master directory on the server for the folder. Click "finish."
To verify that it has been completed successfuly, open "My computer" and double click the new drive and make sure it opens and gives you the correct folder on the server. |
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| How do I verify that I have the correct write permissions on my network? |
A simple way to verify this is to to navigate to the installation folder on your server from a remote workstation and try to create a new folder. If it lets you then you have the correct permissions if it does not, then you will need to change them from the server.
Right click the installation directory on the server and select properties. Make sure the "Read Only" and "Hidden" attributes are unchecked. Then select ALL files from within the directory and do the same for them. |
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| I have encountered an error message that tells me a certain file is not suitable when I install or start Job Master, how can I resolve this issue? |
| This error is completely unrelated to the Job Master software, and is a bug in the Windows XP Operating System. To find out how to resolve this issue, visit http://support.microsoft.com/default.aspx?scid=kb;en-us;324767 |
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