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Job Master™
Partial Client List |
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Features |
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- Bid/Sales Order Modules
- Production Control
- Inventory Control
- POs, RFBs, Invoices
- Shop Travelers
- Commission tracking
- Production status
- Shipping Module
- Customer/Vendor tracking
- And Much More!
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| Contact Information |
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Link It Software Corporation
Executive Headquarters:
23542 Lyons Ave., Ste. 200B,
Santa Clarita, CA USA 91321
Sales, Customer Service
& Support:
107 Flynn Drive, 6th Floor
Milbank, SD USA 57252
Phone: (818) 306-3867
Sales Support: ext. 4
Tech Support: ext. 5
Fax: (605) 432-5753
info@linkitsoftware.com |
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| EZ Maintenance™ for Windows |
| EZ Maintenance™ WEB |
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Schedule, Track and Control
Maintenance for any kind of
Equipment and any type of
Vehicle plus Inventory Control!
Two Versions Available!
Network Ready/Multi User Enabled EZ Maintenance for Windows and EZM Web, usable from anywhere in the world there is an Internet Connection! |
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Previous
Section:
 Quotes
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Next
Section:
Internal Orders |
| Click Here to watch a video on the Sales Order section in Job Master |
Sales Orders
The Sales Order area allows an operator to prepare a detailed Sales Order for a customer, Sales orders can be created directly from the Quotation area or by simply clicking "New" at the bottom of the screen shown at the right. The main page of the sales order section has several features that make for easy navigation and editing of existing Sales Orders. The list of Sales Orders can be sorted and searched by using the locate function on the upper right side. The list can be searched by Sales Order ID or Customer ID. The top list is our list of Sales Orders and below that is the list of Line items in each Sales Order.
There are two ways to revise a Sales Order; one is to simply select the Sales Order to be revised and then use the Edit button to edit the Sales Order. The modified Sales Order will then be copied over the original. The second way to update a Sales Order is to select the Sales Order to be changed and then select the Revise button. This allows the operator or salesperson to create a revision and then save it as an extension of the original Sales Order. For example, if the original Sales Order was order number 1, the first revision would be 1-1, the second would be 1-2, and so on. The Reproduce button allows an operator to duplicate an existing Sales Order, change Sales Order information as required (including the customer name to whom the Sales Order is to go) and save the Sales Order under an entirely new Order number, This feature is excellent when extensive Orders that are basically the same are sent to more than one customer.
Here are some more functions available on this window:
Quote List - Quote List will bring up a list of open quotes that can be used to create a new Sales Order.
All Revisions - All Revisions will display all revisions of all the Sales orders including past revisions.
Current Revisions - Will Display only the most current revision of each Sales Order in the list.
Print Open Orders - Prints out a list of all open orders that have not yet been closed because production has not been completed.
Job Backlog Report - This function will produce a report of all jobs that are in production and not yet completed or have not yet been totally shipped. It also gives you the value totals on each job and in total. This is useful for management to tell how much work is in production and its current value.
Projected Commission Report is another valuable management tool in that simply entering a range of dates will give you a report on how much commission is due for the jobs that finish production in that date range.
As mentioned before, creating a new Sales Order is done by clicking on the New button. The screen you will see is very similar to the one shown below but all the customer fields are blank. Filling these fields is almost entirely done with the drop down menus, highlighting Cust ID at the top will bring down a list of customers that were entered previously. Once the company information has appeared choosing a shipping location is also done from a drop down menu:
The buttons at the lower right side of this area allow an operator or salesperson to add New, Edit or Delete line items in the part list which is being displayed to the left of the buttons. Line items are added and edited through the window shown here:
At this window you can choose the item to include on the sales order, the quantity that is being sold, the unit price, discount, tax, and shipping for the item.
Creating a Router / Traveler: On this window there are two checkboxes called Router / Traveler and Deduct from Inventory:
If you check the Router / Traveler checkbox, this means that a router / traveler will be created for this part with the quantity you have entered here. If you check Deduct from Inventory, then the parts will be automatically deducted from your inventory and no router / traveler will be created; use this option if you are selling parts directly out of your inventory.
When you add a line item to a quote, you can use Quantity Pricing to automatically adjust the unit price for an item depending on the quantity you are quoting. For example, you may sell ball bearings that start out at $0.60 a piece, with the price decreasing to $0.50 a piece when the quantity is more than 50, and with the price decreasing to $0.40 when the quantity is more than 100, and so on and so forth. Job Master will automatically choose the correct unit price for the quantity you are quoting.
You can also create a cost breakdown that shows the exact costs in producing the item using the Cost Breakdown button:
Finally, you can print the sales order when you have entered all of the information for it:
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Previous
Section:
Quotes
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Next
Section:
Vendor |
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| 1. |
Can I change the sales representative commission rate on an order by order basis? |
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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. |
| 2. |
How can I figure out how much commission my Sales Reps have made? |
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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? |
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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. |
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Do I have to create a Quote before I can create a Sales Order for a customer? |
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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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