Dms Demo - Job Card Flow

DMS DEMO – JOB CARD FLOW JOB CARD OPENING …………….[Service] CSI CARD GENERATE & PRINT...[Service] PARTS REQUISTION ……………..[Spares] WORKSHOP ISSUES ……………..[Spares] JOB CARD CLOSING ……………..[Service] JOB CARD BILLING ……………....[Service]

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1

JOB CARD OPENING

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The Following entries are required for open a new Job card 1. Transaction Date and Time 2. Registration Number 3. KM Reading 4. Service Type 5. Select Service Advisor Name 6. Select Group Code 7. Delivery Date & Time 8. Inventory (if any Body Damages) 9. Estimate amount for Labor & Parts 10. Demanded Repairs Code 11. Save (Alt + S) Prepared By Sasi

JOB CARD OPENING Path :

Service  Transactions  Job Card  Opening

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Enter Registration Number Enter Odometer (KM) Select Service Type Reading Enter Transaction Click Date here and to Save (Alt + S) Time Enter Vehicle delivery date and time

ClickEnter Inventory for enter Car foramount for Estimated Enter Estimated amount demanded repairs for Inventory Click and Body damages Labour Parts enter demanded repair code in Remarks then press Alt + O for back

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2

CSI GENERATION

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The Following entries are required to generate CSI Card •

Task: Generate / Generate & Print / Print / Re-Print

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Service Type: Regular / Body Repair

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Version: 20 Points / 34 Points

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From Job Card Number

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To Job Card Number

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Generate Optional Field

1. From Job Card Date 2. To Job Card Date Prepared By Sasi

CSI CARD GENERATE & PRINT Path : Service  Transactions  Customer Satisfaction Index  Generate

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Enter From Job Number Enter Select To JobVersion Card Number Select forCard thetoFollowing ClickTask Generate View or 1. 20Type Points Select Service 1. Generate Print 2. 34 Points 1. Regular 2. Generate and Print 2. Body Repair 3. Print 4. Re-Print Prepared By Sasi

3

PARTS REQUISITION

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The Following entries are required for Parts Requisition 1. Enter Job Card Number 2. Enter Part Number 3. Enter Requested Part Quantity 4. Select Billable type: • • • • • • • • • • • • •

Customer Dealer FOC Extended Warranty Insurance MUL Good Will N to N PDI Claim Technical Campaign Technical Campaign claim Transit Damage Claim True Value Goodwill True Value Warranty Warranty Prepared By Sasi

PARTS REQUISITIONS Path : Common  Transactions  Parts Requisition

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Click here to Save (Alt+S) Select Billable type: • Enter Customer Job Card Number • Dealer FOC Enter Part Number • • • • • • • • • • •

Extended Warranty Insurance MUL Good Will N to N PDI Claim Technical Campaign Technical Campaign claim Transit Damage Claim True Value Goodwill True Value Warranty Warranty

Enter Requested Part Quantity

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4

WORKSHOP ISSUES

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The Following entries are required for Workshop Issues

1. Select Store Name 2. Enter Job Card Number 3. Select Requisition Number 4. If any changes in Billable / issue Type (modification available) 5. If any change in Issue Quantity (modification available) 6. Save (Alt + S)

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Workshop Issues Path : Parts  Transactions  Workshop Issues

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Click here to Save (Alt+S)

Select Store Name Enter Job Card Quantity Number. After Any changes Any in changes Issue type in Issue number then here we can modify hereentered we canjob modify customer details will download automatically

Select Requisition Number

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5

JOB CARD CLOSING

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The Following entries are required for Job card closing screen 1. Enter Job Number 2. Select Service Advisor 3. Select Group Name 4. Select Mechanic Name 5. Select Demanded Repairs for Attended Y/N 6. Check Parts Issued or not 7. Enter Labour code and amount 8. Check Technical Campaign is applicable 9. Generate Pre-Invoice 10. Close Job Card Prepared By Sasi

JOB CARD CLOSING Path :

Service  Transactions  Job Card  Closing

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Enter Job Number

Press Ctrl+L to Press Ctrl+L to Select Group Select Service Name Press Ctrl+LAdvisor to Select Name Technician Name

Clickand for check generate final bill value Click here applicable Click here to(Pre-Invoice) close job card for Technical Campaign Click Click Demanded Parts forRepairs issued or fornot Click Labour for enter labour Attending issued Y/N code and amount

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6

JOB CARD BILLING

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The Following entries are required to Generate Job Card Bill 1. Enter Job Number 2. Select Cash / Credit 3. Select Sale Type 4. Enter Discount % for Parts 5. Enter Discount % for Labour 6. Select Discount Authorised Name 7. Click Calculate Bill for Final Amount 8. Reason : If any Variation with Estimated and Actual amount 9. Save (Alt + S)

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JOB CARD BILLING Path : Service  Transactions  Job Card Billing  Generate

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SelectSelect ServiceSale Advisor TypeName (who is delivering the vehicle) Select Cash / Credit Click hereEnter to Save Job(Alt+S) Number Enter Discount % for Parts Enter Discount % for Labours Select Discount Authorised Name

Click Calculate Bill for Final Amount

Any variation with Estimated and Actual amount then select reason Prepared By Sasi