Pre Delivery is a system reserved Job Type that can be selected on the Job screen, introduced in version 8.450
This Job Type is intended for jobs where the user needs to select an item from the stock and record materials and labour against it to increase its cost before the item goes back onto the showroom floor or is sold to a customer. For example, assembly work, inspection work, set-up work, WOF etc.
A Pre Delivery job has to be created using the Company’s Internal customer account since the job will not be invoiced to anyone (if there is no Internal customer account, one needs to be created).
In the new job, select the Pre Delivery Type:
A PD Item Code field is then made available to enter the product code of the item to which the Pre Delivery work will be done.
Only products tracking serial number can be selected as PD Items and only one item can be selected per job, in order to obtain the individual additional cost.
The Pre Delivery item can be replaced by another as long as the job remains in the initial creation state; once the job is saved, the item cannot be replaced or removed.
Once the PD Item Code is selected, a line for this item is added to the grid in the job. The serial number has to be entered on it as usual.
Updated in Version 8.525 to allow users to change the Serial Number of the Pre Delivery Product. Right click on the Product Code, to select Change Pre Delivery Item Serial Number.
The Product will also record all transactions relating to the change addition or removal of the product on the jobcard.
Other lines can then be added to the job for materials and labour as needed.
Once the job is ready, the predelivery item needs to be added back into stock.
This action will store the additional cost of the specific item against the serial number allowing for more accurate tracking and reporting of the additional costs.
The Job is automatically marked as completed and the additional cost is visible on the serial number, now back in stock.
The serial number selection screen on an invoice will also show the additional cost of the specific serial number in the Refurb Cost column (these cost columns can be viewed by scrolling to the right or by dragging the screen to make it wider).