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BUZ Setup- Job sheet - Quick setup

BUZ Setup- Job sheet - Quick setup

Owned by Alex Morrisson
Last updated: Sept 29, 2023
3 min read

Job sheets are the end product of an order.

When starting out with a job sheet, it can be overwhelming,

So I find it easiest to run a test and print out the basic job sheet with all the data I will get, then remove any columns that are not relevant.

After removing the unnecessary data, it is as simple as moving the other columns to be in the correct order and resizing the tables to suit the layout you want.

You can even add some formulas or extra Tabs if you wish

Job Sheet Templates - Download a template here.

We have made two templates.

Job sheet - basic layout is a simple form with a table for the job sheet and check measure.

 

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 material.

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.

 

Download your group options for a product.

Add (Copy/paste) the group options to the Job sheet in the Group Options tab.

Upload the Job sheet to the Group (Settings → Inventory Settings → Select a Group → Scroll all that way down on the left)

Select and save the Job sheet.

 

Make an order with all the questions completed, even if it isn’t an option that you would normally select. I like to add 2 to 3 of the same product but with different answers; this helps if you are adding formulas to the job sheet)

Process the order; once it has been accepted, it should get a Job tracking and dispatch status - If not, click here.

 

Download the Job sheet by selecting “Print” and Select “Job sheet”

 

Now open the Excel document.

Go to the Job sheet Tab, and you will be presented with a table that has all the questions and answers.

Remove any columns that are not relevant,

Don't overthink it; you can always add these back later on

After removing the unnecessary data, it is as simple as moving the other columns to be in the correct order and resizing the tables to suit the layout you want.

You can even add some formulas or extra Tabs if you wish