Setting → Inventory settings → Groups (scroll to bottom of Groups page)
Job Sheet Parts and Purposes
- First sheet should be the Data sheet this where the raw Quote/Order data is place starting at column AV and the Data Setting table is that controls the adding of rows to each sheet that requires it when the Quote/ Order lines exceed the template. The template should be designed to fit on one page initially.
- The Job Sheet is the base form output to progress and Order so this is a production cutting sheet or a Purchase Order for a buy–in product.
- There is no limit on the number of additional sheets that are used for production.
- Labels sheet controls the format of the labels to be printed for this product type. This requires the installation of BUZ Labels Windows program to print to a Label Printer.
- Check Measure sheet is a form that can be output to best suit the Check Measure process with space provided for updated measurements etc.
- Components sheet is the Bill of Materials or recipe for taking components from stock for inventory control and reordering purposes.
Set up Job Sheets
Job sheets are used to output processed Orders labels and BOM (Bill of Materials)
They are created per Inventory group
Job sheets can have multiple tabs;
- Data
- Job Sheet
- Check Measure
- Labels
- Components
- Packing list
- Deductions
- Powder Coating Order Form
Data Sheet
The first sheet in the Job Sheet Workbook, should always be the Data sheet - this is where the raw Order data is placed from your processed order.
The Data sheet has a “DataSettings” named area (click here for More information), this sets the areas of your Sheets that have formulas and enables them to Grow there should be NO deductions or other notes within the Growing area. It sets the pages and the amount of pages that you want to print in the PDF.
NB: If you have a sheet that will never need to grow , such as a calculation sheet the Data settings should be left blank for Right Column and a Zero in the First Row, Last Row and Inc. in PDF columns.
The “Check Measure” Sheet is set as below with False in the Include in PDF column but it will print in PDF when a Check Measure is required.
Starting at column AV is where BUZ sits the Data from the Order that you are Printing, this information is not saved on the Job Sheet but exported to the template each time. The Customer information sits at AV5 and across and the Ordered Items sit from AV11 and below
Job Sheet
The Job Sheet is the “Production cutting sheet” or a “Purchase Order” for a product it pulls all its information from the Data Tab and you use formulas to get this information to be correct for your deductions or information requiredJob sheets are a versatile tool that can produce a document with a table (or tables) containing data to produce, plan and order components or products depending on your setup.
Job sheets generally contain a table based on an order’s sales data (questions and answers).
The terminology for this document can vary from Job sheet, Worksheet and Order form, to name a few.
Job sheets can be represented in many different ways
Production Sheets
Order form
Work form
Bill of Material lists
Barcode Labels
Tickets (individual page per product)
Job sheets can be found by following the following steps
Settings → Inventory settings → Groups
Each Product in your profile can have a Job sheet as the Questions and answers may vary from product to product.
Job sheets can have multiple tabs;
• Data
• Job Sheet
• Check Measure
• Labels
• Components
• Powder Coating Order Form
to name a few, but you are not limited to these, you can have as many tabs as your office or factory require
It is essential to know that Job sheets have a few components that make them work; you don't need to understand how they work, just that they exist.
Job Sheet Templates - Download a template here.
We have made a few templates.
Job sheet - the basic layout is a simple form with a table for the job sheet and check measure.
| View file | ||
|---|---|---|
|
Job Sheet - Multiple Example tabs
Job Sheet
Fabric Cut
Tracks Pelmet
Tickets
Dispatch Label
Tube Cut
Tube Lookup
Check Measure
Deductions
Labels
| View file | ||
|---|---|---|
|
Job Sheet - with Bill of Material has many example pages, including
Tube size chart example,
Parts List
Deductions tab with a few example formulas
Components sheet and an example for a full bill of materials.
You are welcome to modify the template and remove almost every tab that is not required. You will need the Data and Job sheet tab as a minimum.
| View file | ||
|---|---|---|
|
Breakdown of the Excel spreadsheet
BUZ Software utilises Excel to create a Job Sheet / Work Order / Order Form. The details from an order can be arranged in a way that helps your workflow.
A few defined names are required to allow the "Job sheet" to work with BUZ.
Data Sheet - The raw Quote/Order data will populate this sheet.
Job Sheet - Generally, this is the main form utilised; this is the base form output to progress and order, so this is a production cutting sheet or a purchase order for a buy–in product.
Check Measure - If required, it can be set up similarly to the Jobsheet; you may want extra space for installers to add measurements or other written information.
Tickets - if there is a requirement to have a page print per item rather than a table with all the items.
Labels - If you use a Zebra label machine, you can have BUZ print out labels that assist with production.
Components - This tab is designed as a Bill of Materials or recipe for taking components from stock for inventory control and reordering purposes.
Deductions - If there is a deduction or a table of helpful information for other calculations, we would advise putting it here.
There is no limit on the number of additional sheets
used for production
NB: if you add in more columns and have to adjust the print area then the scale of the barcode may be affected and it may not scan.
Check Measure Sheet
The Check Measure sheet is a form that can be output to best suit the Check Measure process. You may want to provide space for updated measurements etc, If your Check Measure person has not got access to BUZ themselves.
The Check Measure sheet is available to print or View when the order has been accepted and a Check Measure is required. The Order will be set to a status or “Waiting for Check Measure”
Job Sheet Considerations
if the business requires more pages to be printed.
Packing list
Powder Coating Order Form
Fabric cutting tab
Tube cutting tab
For more information on Job sheets, click on the link below
Job sheet - How to start a Job sheet from scratch
Job sheet - BUZ 3 to BUZ Cloud
Job Sheet Considerations
Some pages in the job sheet will include a table of products (red square in the image below) requested in Order. This table has been designed to expand vertically if there are more products than the standard table size.
The tables are produced from left to right, then top to bottom. This means that formulas that reference the table will need to be done in a sequence, as the table may generate extra rows and mess up your formula.
You can find out more about how the BUZ order produces the sheets Job Sheet - What order does the sheet load in?
Another consideration is that Cells in the body of the job sheet
To spread text across multiple cells:
- Select the cells value is to spread across on the first row.
- Right click, select Format Cells, Alignment and Centre Across Selection and then copy down.
Formating for Inches (Fractions)
- Select cell(s) to be formatted.
- Right click cell(s), select Format Cells, Number
- Select Category: Fraction
- Select desired Type
should not be merged. Only one of the cells will populate, and the merged column will have no value.
Using Excel Name Manager
Named Areas are added using Name Manager
.
Select New
The box opens and Type the Name
; in Scope, select the sheet being referenced and then click where the red arrow is pointing and select the cell containing the value. Click OK.
Job Sheet Formula Explanations
The formula used to produce a “due
date.”
for a Supplier / Factory that doesn’t equal a weekend date and is 2 or 3 days prior to your Follow Up date (Install Date)
Step 1: Follow-up date -3 for expected complete production date =LEFT(Data!BA5,10)-3
followup-date -3, picking up 10 to the left to only select the date
Step 2: Date Formula; =IF(WEEKDAY(AB2,2)=6,AB2+2,IF(WEEKDAY(AB2,2)=7,AB2+1,AB2))
If the follow-up date equals Saturday, then the follow-up date plus
two days
If the follow-up date equals Sunday, then the follow-up date plus
one day
For help relating to othe pages that can be added to a job sheet click on one of the links below
Job sheet - BUZ 3 to BUZ Cloud
Let us know if you can't find what you are looking for in the help documentation!
We will point you in the right direction or get something added to the documentation for you.
Email: support@busoftware.com.au
Some information can also be found here.
| View file | ||
|---|---|---|
|