Question
How can I Create or Amend Workshop Job Types?
Answer
When creating or Amending a Workshop Job Type a Product Group will need to be added when creating. Select the 'Add' button. In the window, add a name in the field for the Job Type, and select the search icon to search for the correct Product Group.
Previously created items, may have had a Nominal Code placed against each sale type, however going forward, the use of Product Groups is now mandatory.
This also applies to Non-Labour Job Types.
To create a new Product Group you'll need to access the section called Master Product Groups, this can be found within the Nominal Ledger in the following location;
> Accounts
> Nominal Ledger
> Ledger Parameters
> Master Product Groups (in the Accounts Table)
Double click Master Products Groups to load the following screen;
Here you'll see a list of all pre-existing Product Groups, click Add in the bottom right hand corner, this will display a pop up box where the Master Type of Supply description can be entered, i.e. Other
Dealers, Inter Group, Van Runs etc.
Click ‘Save’ and the Master Type of Supply will be added to the list, you'll then need to map the Product Group within the Product Groups section of the Accounts Table.
Product Groups
The divisional product groups must be mapped to the nominal. There are 2 levels that must be mapped, Division and Branch.
To access the Product Groups for mapping, double click the option from the left hand menu within Nominal Ledger > Ledger Parameters and click through the company structure on the right hand side of the screen.
Division Level - Double click on the Division Sales Ledger to see all the Master Product Groups created.
Divisional Product Groups can be used for posting Sales Ledger Misc. Invoices directly to a product group instead of coding the transaction to selected nominal codes.
To code the Divisional Product Groups, double click on a product group to select it. This will open up the mapping screen.
The stock, GRNI and Write Off nominal fields must be populated.
Branch Level - Once the divisional product groups have been mapped, the branch level should be completed.
Access the branch through the product group company structure.
Select the department to be mapped.
Parts department is for the analysis of parts front counter sales.
Workshop department is for the analysis of parts back counter sales to the workshop.
Any additional parts or workshop departments that have been created will need to be mapped accordingly.
To open the mapping screen, click on the required department to see a list of all the product groups and double click on the product group description.
The mapping screen will appear.
Click ‘Amend’ in the bottom right hand corner to access the nominal code fields.