Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Version History

Version 1 Next »

Jobsheets are the end porduct 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 unecessary 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 formula’s or extra Tabs if you wish

So download the template here,

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 add formula’s 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,

Dont 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 formula’s or extra Tabs if you wish

  • No labels