📝 How do I Delete a Workshop Job?

When trying to delete a workshop job there are three different ways:

• Cancel the booking
• Delete the operation
• Invoice at zero

You are only able to cancel a booking that has not yet been received. This is done within Workshop > Booking > Diary, select the day with the booking you want to delete. Once you can see the bookings for the day you are easily able to see if a booking has been received as there will be a job number. Double click the booking you want to delete.

Once the booking has been selected there is the ‘Cancel Booking’ button along the bottom of the screen.

This will open a pop up to remove the booking:

And a pop up will appear asking for lost sale notes, and the booking will be removed from the diary.

Deleting an operation is used when a job has been marked as received. You will not be able to delete an operation if;

• A technician has clocked on to the operation.
• There are Parts issued, these will need to be unissued.
• If this is an internal PDI, all but one operation will able to be deleted.

To delete an operation line, go to: Workshop > Jobs > Amend Job. Type in the job number and search. Once the job has opened, select the operation to be deleted and click the ‘delete’ button.

If there are issued parts a pop up will appear.

To un-issue the parts go to, Parts > Sales > Workshop Issues and search for the job number. Once the job opens you can double click the part to edit the quantity. Change the quantity to zero and accept,

This will remove the part from the operation. This will need to be done for all parts issued, and ‘Exit’ to come out of the job.

Now there are no parts issued to the operation they can be deleted, this is done by double clicking the operation line and selecting ‘Delete’ in the pop up.

This will remove the operation line. Once all of the operation lines have been removed click ‘Accept’ and the following pop up will appear to remove the job from the WIP and ‘Yes’ should be selected.

The lost sales reason pop up will appear to record the lost sale. Once this has been accepted this will remove the job from the WIP.

If there are technician clockings or if the booking is an internal PDI request to remove from the diary, this will need to be invoiced at zero. If a PDI needs to be deleted, the operation lines will need to be deleted. All but one line can be deleted, this can be done in Workshop > Jobs > Amend Job. Type in the job number and search. Each one of the lines will need to be deleted apart from the last line, where you will see the following popup: 

Exit out of the amend job screen and go to Workshop > Invoicing > Produce Invoice. Search for the job number. Once this loads, check all of the tabs are at zero. Service history notes need to be added, and the invoice amount will need to show as zero.

Select invoice and accept the miscellaneous costs popup.

This will then invoice at zero and remove the booking from the diary. There will be a ‘follow up information’ popup that can be closed.