Section Two

Section Two
Jobs and Sales

General Description
The Jobs and Sales module is used to manage all jobs and sales transactions and therefore all the income that the business receives.
You can create a new job or sale transaction, view any transaction made, and modify certain details about it.Finding a record is easy, click the Show button and type in the job or sale number in the data entry box and the transaction record will appear on the screen.
Use the Left and Right arrow buttons to step through all transactions.
If you don't know the Job or Sale number then you can tell the computer to search for it by it's characteristics such as Client Name, Phone, Address, Job Month, Equipment Repaired or Goods sold.
Using the List button will allow you to view a Summary of your jobs and sales by month, year to date, by equipment repaired, goods sold or by client and then print them out.
You can also selectively list jobs and sales which have not been completed.
It is possible to view your business income by using the Totals of Income option and this will allow daily, weekly, monthly, year to date, a specified period, Client, Equipment repaired or Goods Sold to be selected.
You can also find out how much you are owed by others, by using the option to list unpaid invoices.

The Jobs and Sales Menu

Screen Presentation of the Jobs and Sales Menu

Entering a New Job or Sale
This option is used for entering new transactions into the computers database.
You are presented with a data entry screen in which to type information.
There are five steps to creating a New Job Record.
1. Client is established
2. Date is entered or accepted
3. Job type is selected or default jobtype accepted
4. Job Details are entered
5. Record Saved and Job sheet printed (If required)

You are prompted to select the Client Name from the list of existing clients on your system.
If the client does not appear in the list then you can add the client by selecting the add new client entry in the list.
This is the first entry in the list of client names.
This will create a new client record and prompt you for other client details.
See Section Three for information regarding clients.
You can then enter information with regard to the transaction such as Job Type and then Equipment to be repaired or Goods being sold, Reported fault or Comments and others (See the end of this section which describes the details contained for each job type).
When all the details are entered the record is saved by clicking the Save button and if the job type is not a sale or layby the option to print a job sheet is given.
A job sheet consists of a client copy and a workshop copy both of which contain the relevant details for the client and repairer.
If the transaction is a sale or layby, a deposit amount can be entered and you can print an invoice by clicking the Print button
The invoice will be printed showing deposit amount and balance owing.
See the sections on Entering Sales and Laybys for further information.

Screen Presentation of the Jobs Details Screen

Entering a Repair
If the job type "Repair" is selected then you will be prompted for the following information.

Equipment to be Repaired.
Usually the make and model number would be entered.
By entering information in a consistent way then you can use the search facility as a maintenance database.
To explain this point further, let us assume that we have completed three jobs during the year on a particular brand of video recorder.
When the jobs were entered, we entered the Make say "Silverstar", and the Model number "SS104V".
Three months later another Silverstar VCR with a similar fault came in for repair and you wanted to check if you had repaired one before, and what was done to repair it.
A quick search by Equipment would show you all the jobs done on prior occasions.
If you searched on "Silverstar" then all three jobs on the video recorders would be shown to you one at a time with the details as to what was done to fix them.
Any other repairs for the make "Silverstar" (VCR or TV) would also be shown.
If you searched on" Silverstar SS10" all the Silverstar equipment with Model numbers of SS10 as the first four characters would be found say SS104V, SS105V, SS108X etc.

Reference
This reference can be used for extra information with regards to the job such as the serial number of the equipment or the order number of the job request.
You can also search for Jobs and Sales using this criteria.

Reported Fault.
Enter the symptoms of the fault.
Usually the client will give this information to you .

At the conclusion of typing this information and Save is clicked, the message "Click Print to Print a Job Sheet" will appear.

Entering a Service Call
If the job type "Service Call" is selected then you will be prompted for the following information.

Equipment to be Repaired.
Enter the make, model number and type of equipment to be repaired.

Reference
The Reference can be used for extra information with regards to the job such as the serial number of the equipment or the order number of the job request.

Reported Fault.
Enter the symptoms of the fault. Usually the client will give this information to you.

At the conclusion of typing this information and the Save Key is clicked, the message "Click Print to Print a Job Sheet" will appear.

Entering an Installation
If the job type "Installation" is selected then you will be prompted for the following information.

Equipment to be Installed.
Enter the requested information. You have space for 200 characters.

Reference
This reference can be used for extra information with regards to the job such as the serial number of the equipment installed or the order number of the job request.

Comments.
Enter comments relating to the installation.

Extra Comments.
Enter any other extra comments relating to the installation.

Complete Installation by.
Enter the date to complete the installation by. The default date is the current date.

At the conclusion of typing this information when the Save button is clicked, the message "Click Print to Print a Job Sheet" will appear.

Entering a Fixed Price Quote
If the job type "Fixed Price Quote" is selected then you will be prompted for the following information.

Equipment to be Repaired.
Enter the make, model number and type of equipment to be Quoted on.

Reference
The Reference can be used for extra information with regards to the Quote such as the serial number of the equipment or the order number of the job request.

Reported Fault.
Enter the symptoms of the fault.
Usually the client will give this information to you .

At the conclusion of typing this information and the Save Key is clicked, the message "Click Print to Print a Job Sheet" will appear.

Entering an Indicative Quote
If the job type "Indicative Quote" is selected then you will be prompted for the same information as in the Fixed Price Quote selection.

Entering a Warranty Claim
If the job type "Warranty Claim" is selected then you will be prompted for the following information.

Equipment to be Repaired.
Enter the make, model number and type of equipment to be repaired.

Reference
This reference can be used for extra information with regards to the job such as the CESA form number or Job number when last repaired.
The serial number of the equipment could also be entered.

Reported Fault.
Enter the symptoms of the fault.
Usually the client will give this information to you .

At the conclusion of typing this information and the Save Button is clicked, the message "Click Print to Print a Job Sheet" will appear.

Entering a Sale
If the job type "Sale" is selected then you will be prompted for the following information.

Item/s Sold.
Enter a description of the goods sold.
You can enter up to two hundred characters.

Reference
This reference can be used for extra information with regards to the sale such as the serial number of the goods sold or the order number from the purchaser.

Comments.
Comments or Details associated with the sale can be entered.

Extra Comments.
Any extra information can be entered.

Pickup/Delivery date.
You will be asked to enter the date the goods will be picked up/delivered. The default will be set to the current date.

Sale Price.
Enter the total price of the goods being sold.
If applicable, the GST will be calculated and added to the balance automatically.

Deposit Amount.
Enter the amount of deposit.
If the amount is less than the balance then an invoice with the balance owing can be printed.
If the amount paid as deposit is the full amount then the status will be automatically set to PAID.
If you want to print out a Receipt then select "Receipt issued" in the status box .
The message "Click Print to Print a Receipt" will appear on the screen after the Save button is clicked.

Entering a Counter Sale
If the job type "Counter Sale" is selected then you will be prompted for the same information as a regular sale except for client details which are not kept or entered on a counter sale.

Entering a Trade Sale
If the job type "Trade Sale" is selected then you will be prompted for the same information as a regular sale.
If the goods sold are selected from the inventory box, then the price calculated will be the trade price of the goods.

Entering a Layby
If the job type "Layby" is selected then you will be prompted for the following information.

Item/s on Layby.
You are presented with a data entry box in which to type this information.
You can enter a length of up to two hundred characters.

Reference
This reference can be used for extra information with regards to the layby such as the serial number of the goods sold.

Comments.
Comments or Details associated with the layby can be entered.

Extra Comments.
Any extra information can be entered.

Sale Price.
Enter the total price of the goods being sold on layby.
If applicable, the GST will be calculated and added to the balance automatically.

Deposit Amount.
Enter the amount of deposit.
If the amount is less than the balance then a layby sheet with the balance owing can be printed.

Collect Goods by.
Enter the date when goods should be collected by.
The Default date is calculated and set by the option "Layby Time" set in the costing section in Options and Tools, Set System Options module.
The message "Click Print to Print Layby Sheet" will appear on the screen when the Save button is clicked.

Entering a Client Refund
If the job type "Client Refund" is selected then you will be prompted for the following information.

Refund Details.
You are presented with a data entry box in which to type this information.
You can enter a length of up to two hundred characters.

Reference
This reference can be used for extra information with regards to the Refund such as the serial number of the goods returned.

Comments.
Details associated with the refund can be entered at the data entry box.

Reason for Refund.
The reason for the refund can be entered at the data entry box.

Amount.
Enter the amount of the refund.
If applicable the GST is automatically calculated and the total amount to be refunded is displayed.

Entering Services Rendered
If the job type "Services Rendered" is selected then you will be prompted for the following information.

Service Rendered.
Enter a description of the services rendered.
You can enter up to two hundred characters.

Reference
This reference can be used for extra information with regards to the services such as the client order number.

Comments.
Comments associated with the services can be entered.

Details.
Any extra information can be entered.

Date Completed.
You will be asked to enter the date the services were completed.
The default will be set to the current date.

Amount.
Enter the total charge for the service rendered.
If applicable, the GST will be calculated and added to the balance automatically.

Entering Contract Labour
If the job type "Contract Labour" is selected then you will be prompted for the following information.

Labour Details.
Enter a description of the contract labour.
You can enter up to two hundred characters.

Reference
This reference can be used for extra information with regards to the contract such as the client work order number.

Comments.
Comments associated with the contact labour can be entered.

Details.
Details associated with the contact labour can be entered.

Period Ending.
You will be asked to enter the date the contracted labour was completed.
The default will be set to the current date.

Extras.
Enter the amount of any Extra Charges to the client.

Labour Hours.
Enter the amount of Hours worked in period.
The total amount shown will be calculated from the extras as well as the hours worked at the contract labour rate.
This rate is set in the Options and Tools, Set system options.
If applicable, the GST will be calculated and added to the Total Amount Payable automatically.
Setting the status box to "Invoiced" will allow an invoice with the balance owing to be printed.
If you want to print out a Receipt then select "Receipt issued" in the status box .
The message "Click Print to Print a Receipt" will appear on the screen after the Save button is clicked.

Entering a Rental
If the job type "Rental" is selected then you will be prompted for the following information.

Goods Rented.
Enter a description of the goods rented.
You can enter up to two hundred characters.

Reference
This reference can be used for extra information with regards to the services such as the client order number.

Comments.
Comments associated with the services can be entered.

Details.
Any extra information can be entered.

Period End.
You will be asked to enter the date the rental period is to end.
The default will be set to the current date plus the rental period.

Rental Fee.
Enter the total charge for the rental of goods.
If applicable, the GST will be calculated and added to the balance automatically.

Deposit Paid.
Enter the amount of the deposit.
If the amount is less than the balance then an invoice and rental agreement with the Balance Payable can be printed.
If the amount paid as deposit is the full amount then the status will be automatically set to PAID.
If you want to print out a Receipt then select "Receipt issued" in the status box .
The message "Click Print to Print a Receipt" will appear on the screen after the Save button is clicked.

Entering Training
If the job type "Training" is selected then you will be prompted for the following information.

Training Conducted.
Enter a description of the training conducted.
You can enter up to two hundred characters.

Reference
This reference can be used for extra information with regards to the training such as the client order number.

Comments.
Comments associated with the training can be entered.

Details.
Any extra information can be entered.

Completed.
You will be asked to enter the date the training was completed.
The default will be set to the current date.

Charge.
Enter the total charge for the training.
If applicable, the GST will be calculated and added to the Balance Payable automatically.

Deposit Paid.
Enter the amount of the deposit.
If the amount is less than the balance then an invoice with the balance owing can be printed.
If the amount paid as deposit is the full amount then the status will be automatically set to PAID.
If you want to print out a Receipt then select "Receipt issued" in the status box .
The message "Click Print to Print a Receipt" will appear on the screen after the Save button is clicked.

Showing a Job or Sale Record
The Show option enables the user to locate, display and modify a transaction record in the database.
You will be prompted for a job or sale number which is entered in the data entry box.
Click Show and the record will appear on the screen if it exists, if not, then a message will appear to alert you that it doesn't.
If you do not know the job or sale number click search and a search menu will appear.
When the record is found and any details of the transaction are changed the OK button becomes a Save button.
If you click the Save button then the changes are saved permanently in the database and you will return to the Jobs and Sales menu.
The message to print either a job sheet, invoice or receipt etc will be displayed based on the final Job Status.

Searching for a Job or Sale Record

Screen Presentation of the Search for Jobs and Sales Menu

If you do not know the Job or Sale Number then click the Search button to search for the record by either Client Name, Phone Number, Address, Month, Equipment Repaired, Goods Sold or Reference.
The search will produce a list of matches and if you double click an entry in the list then that record is displayed so that you can edit it if required.
The list is divided into pages of 50 records and is scrollable in each page.
When the list is displayed, clicking the forward and back arrows steps a page at a time.
When an individual record is showing, then clicking the arrows buttons steps through each record in the list.

Searching by Client
If you select "Client" at the search menu then you will be prompted to select a name from the drop down list.
All jobs entered for this client will be displayed as a list.
Scroll through until you see the one you are looking for and double click on it to display the full record.
Once the job record is displayed the option to change the details of the job is available as before.

Searching by Client Address
If you select "Client Address" you will be prompted for an address or search pattern.
If you give an address that does not exist you will get a "Sorry No Record/s Found" message back.
All the jobs on record for clients whose addresses match the search address entered are presented to you as a list. The search type scans the complete address fields and thus allows you to find clients from a particular suburb, postcode or even street name.
This search can be used to check what areas give you the most business as a result of advertising etc.
Once the job is found and displayed, the option to change the details is available as before.

Searching by Phone Number
If you select "Client Phone" you will be prompted for a phone number or search pattern.
If you give a number that does not exist you will get a "Sorry No Record/s Found" message back.
All the jobs on record for clients whose phone number match the search number entered are presented to you as a list.
Both the phone number and business hours number are searched simultaneously.
Once the job is found the option to change the details is available as before.

Searching by Date (Month)
If you select "Month" then you are prompted to select the Month Jan to Dec.
The computer will then look at all jobs in that month and present them to you as a list.
The date that is used is the Job Date.
Double click the entry in the list to display and edit the record.

Searching by Equipment Repaired
This option lets you search by the name of the equipment or a search string.
The search type scans the complete equipment field and thus allows you to find records for a particular make or model of equipment.

Searching by Goods Sold
This option is similar to the search by Equipment Repaired option.
You are asked for a search string which is typed at the data entry box.

Searching by Reference
This option allows you search by the reference which could be a serial number, work order number or any text.
You are asked to enter a search pattern.
The search will look for the pattern entered and produce a match if it is contained in the reference.
If the reference was BDS1143 and you searched for BD, S11 or 143, a match would be found.

Changing Record Details
When changing the record details, click in, or Tab to select the field that you want to change and edit using standard keys like delete, backspace etc.
When you have selected the field to edit, its background colour will change.
The "Save" button will appear if a change is made to allow you to save the modified record.
You will be prompted if you want a printout based on the status (see below).
If you click "Cancel" then the changes to the record will not be saved in the database.
If you modify the material cost or labour hours then the total cost is automatically calculated using the labour rate criteria set up in the Costing menu located in the Options and Tools/Set System Options.
This enables you to set your charge per hour for labour, and the guarantee on your work amongst other features.
See Section Ten, Options and Tools for further details on setable criteria.
The calculated cost can be overridden by manually entering the amount in the field.
If applicable, the GST is calculated and the amount is shown in the total.
When you complete changing the records details then a printout can be obtained based on the jobs status and job type.
If the Job Status is "Not Completed" then either a Print Job Sheet or Print Quote message will appear dependent on the job type being a Repair or Quote.
If the Job Status is "Invoiced" then the prompt to Print an Invoice will appear and then clicking the Print button will print an Invoice with an optional Remittance advice attached.
If the Job Status is "Receipt Issued" then the prompt to Print a Receipt will appear.
If the Status is "Written off as a Bad Debt" then the amount is added to a running total.
This total can be looked at in the profit and loss expenses category one which is preset for this function.
(See Section Five, Expense Categories).
Certain details of a record cannot be changed unless the records are unlocked.
Records become locked when a Receipt is issued, the Job is Cancelled or Written off as a Bad Debt.
Records are also automatically locked when they are reported in a Business Activity Statement.

Listing Jobs and Sales
Clicking the List Button will display a List Menu.
You can choose to list Jobs and Sales in the form of a Summary, Totals of Income, Unpaid Invoices or Written off as a Bad Debt.

Screen Presentation of the List Jobs and Sales Menu

Summary of Jobs and Sales
This option gives the user a list of weekly, monthly or year to date transactions with their status.
It is also possible to list all records for a particular piece of equipment repaired, goods sold or installed.
You can also list by client, job type and all unfinished jobs and sales.
The information displayed varies depending on Job type, Summary type and Status.
You are given an option to print the list.

Screen Presentation of a Job and Sale Summary Listing

If you Select "Weekly" then you will be prompted to enter the date that the week started and get a listing of every job done in in that week in sequential order.
If you choose "Monthly" then a prompt will appear to select the month to be listed.
If you Select "Year to Date" then you will get a listing of every job done in sequential order.
If you Select "Equipment" then a data entry box will appear with the prompt "Enter Equipment".
You can enter a brand name, a model number or any sequence of search characters.
If you select "Goods Sold or Installed" then a data entry box will appear with the prompt "Enter Goods".
You can also enter a brand name, a model number or any sequence of search characters as mentioned before.
This would be useful for identifing often sold stock items.
An example would be entering "gold" would find matches with all Goldstar, Golden, and Telegold brands.
If you choose "Client" then a list with the clients on your system will appear with the prompt "Select Client".
Once you establish the client for which the summary is to be made then all jobs for this client will be listed on screen.
If you choose "Job type" then a list with the Jobtypes will appear with the prompt "Select Jobtype".
All Jobs matching that job type will be listed.
If you choose "Jobs and Sales to Complete", then a list is presented to you to allow the choose from a summary of All Job Types, or Repairs, Service Calls and Quotes, or Sales, Laybys and Installations.
Installations have been included with Sales and Laybys as most installation work is associated with the sale of the goods to be installed.
The Job and Sale Summary function is also available in the Accounts module.

Screen Presentation of the Jobs and Sales to Complete Menu

Screen Presentation of the Jobs and Sales to Complete Listing

Totals of Income
By selecting "Totals of Income" at the Jobs and Sales List menu, you are prompted to select a total type.

Screen Presentation of the Totals of Income Menu

A list will appear allowing you to select from Daily, Weekly, Monthly, Year to Date, Specified Period, Client, or Repairs, Service Calls and Quotations or Sales, Laybys and Installations.
A listing of all selected jobs and sales for which you have been paid will be produced.
Among the information will be Job Number, Date Paid, Client Name, Job Type, Status and Amount.
The total will be displayed whilst a printout can be made, if desired.
Only the Management code will access this function.
This option is also available from the Accounts module.

Screen Presentation of the Totals of Income Listing

Unpaid Invoices
This option will list all the outstanding debts owed to you by your clients.
You can select to list Weekly, Month, Year to Date, Specified Period or Client Total.
The information presented is in the form of a list and includes the Job Number, Date, Client Name and Phone, Job Type, Amount, Equipment Repaired and Action or Goods Sold and other details.
Uncompleted laybys are also listed with the balance outstanding.
The total of all the invoices is listed with an option to print.
This option is also available in the Accounts module.

Screen Presentation of the Unpaid Invoices Menu

Screen Presentation of the Unpaid Invoices Listing

Data Stored in a Job Record for a Repair

Job Date				Date job entered or brought in for repair

Client					The number and name of the client from the client database

Equipment for Repair			The make and model number of the equipment

Reference				The serial number of the equipment or order number

Reported Fault				Symptoms of the fault

Action Taken				What has been done to fix the fault

Date Job Completed			Date the repair was completed

Material Cost				The retail cost of parts

Labour Hours				The time spent repairing the equipment

Job Cost				The calculated/manually entered cost to the client

GST Amount				The calculated/manually entered GST amount payable

Job Status				Current state of the repair

Date Paid 				Date the invoice for the repair was paid

BAS Report Number			The Number of the Business Activity Statement in which this transaction appears

Data Stored in a Job Record for a Service Call

Job Date				Date Service Call entered or made

Client					The number and name of the client from the client database

Equipment for Repair			The make and model number of the equipment

Reference				The serial number of the equipment or order number

Reported Fault				Symptoms of the fault

Action Taken				What has been done to fix the fault

Date Job Completed			Date the repair was completed

Material Cost				The retail cost of parts

Labour Hours				The time spent repairing the equipment

Job Cost				The calculated/manually entered cost to the client

GST Amount				The calculated/manually entered GST amount payable

Job Status				Current state of the repair

Date Paid 				Date the invoice for the repair was paid

BAS Report Number			The Number of the Business Activity Statement in which this transaction appears

Data Stored in a Job Record for an Installation

Installation Date			Date installation requested

Client					The number and name of the client from the client database

Equipment Installed			The make and model number of the equipment installed

Reference				The serial number of the equipment or order number

Comments				Comments regarding the installation

Extra Comments				Extra comments regarding the installation

Install by Date				Date the installation should be completed

Material Cost				The retail cost of parts

Labour Hours				The time spent installing the equipment

Installation Cost			The calculated/manually entered cost to the client

GST Amount				The calculated/manually entered GST amount payable

Installation Status			Current state of the installation

Date Paid 				Date the invoice for the repair was paid

BAS Report Number			The Number of the Business Activity Statement in which this transaction appears.

Data Stored in a Job Record for a Quote

Quotation Date				Date job entered or brought in for quote on repair

Client					The number and name of the client from the client database

Equipment for Repair			The make and model number of the equipment

Reference				The serial number of the equipment or order number

Reported Fault				Symptoms of the fault

Action to be Taken			Description of work required

Date Quote Completed			Date the quoter was completed for the client

Material Cost				Estimated cost of materials

Labour Hours				Estimated labour hours to repair

Quoted Cost				Amount quoted for the repair

GST Amount				The calculated/manually entered GST amount payable if quote accepted

Quote Status				Current state of the quote

Date Paid 				Date the invoice for the repair was paid

BAS Report Number			The Number of the Business Activity Statement in which this transaction appears.

Data Stored in a Job Record for a Warranty Claim

Job Date				Date job entered or brought in for repair

Client					The number and name of the client from the client database

Equipment for Repair			The make and model number of the equipment

Reference				The CESA form number or previous job number

Reported Fault				Symptoms of the fault

Action Taken				What has been done to fix the fault

Date Job Completed			Date the repair was completed

Material Cost				The retail cost of parts

Labour Hours				The time spent repairing the equipment

Job Cost				The calculated/manually entered cost to the client

GST Amount				The calculated/manually entered GST amount payable

Job Status				Current state of the repair

Date Paid 				Date the invoice for the repair was paid

BAS Report Number			The Number of the Business Activity Statement in which this transaction appears

Data Stored in a Job Record for a Sale

Date of Sale				Date Goods Sold

Client					The number and name of the client from the client database

Items for Sale				The actual goods that were sold to the client

Reference				The serial number of the goods sold or order number

Comments				Comments regarding the sale or delivery

Extra Comments				Extra Comments regarding the sale or delivery

Sale Price				The price of goods sold

GST Amount				The calculated/manually entered GST amount payable

Deposit					The total deposit amounts paid by client

Pickup/Delivery Date			The Date for the goods to be collected or delivered

Sale Status				Current state of the Sale

Date Paid 				Date the remaining balance was paid

BAS Report Number			The Number of the Business Activity Statement in which this transaction appears

Data Stored in a Job Record for a Counter Sale

Date of Sale				Date Goods Sold

Items for Sale				The actual goods that were sold to the client

Reference				The serial number of the goods sold or order number

Comments				Comments regarding the sale or delivery

Extra Comments				Extra Comments regarding the sale or delivery

Sale Price				The price of goods sold

GST Amount				The calculated/manually entered GST amount payable

Deposit					The total deposit amounts paid by client

Pickup/Delivery Date			The Date for the goods to be collected or delivered

Sale Status				Current state of the Sale

BAS Report Number			The Number of the Business Activity Statement in which this transaction appears

Data Stored in a Job Record for a Trade Sale

Date of Sale				Date Goods Sold

Client					The number and name of the client from the client database

Items for Sale				The actual goods that were sold to the client

Reference				The serial number of the goods sold or order number

Comments				Comments regarding the sale or delivery

Extra Comments				Extra Comments regarding the sale or delivery

Sale Price				The price of goods sold

GST Amount				The calculated/manually entered GST amount payable

Deposit					The total deposit amounts paid by client

Pickup/Delivery Date			The Date for the goods to be collected or delivered

Sale Status				Current state of the Sale

Date Paid 				Date the remaining balance was paid

BAS Report Number			The Number of the Business Activity Statement in which this transaction appears

Data Stored in a Job Record for a Layby

Layby Date				Date goods sold on layby

Client					The number and name of the client from the client database

Items for Sale				The actual goods that were sold to the client

Reference				The serial number of the goods sold or order number

Comments				Comments regarding the sale or delivery

Extra Comments				Extra Comments regarding the sale or delivery

Sale Price				The price of goods sold

GST Amount				The calculated/manually entered GST amount payable

Deposit					The total deposit amounts paid by client

Collect Goods by			The Date for the goods to be collected

Layby Status				Current state of the layby

Date Paid 				Date the remaining balance was paid

BAS Report Number			The Number of the Business Activity Statement in which this transaction appears

Data Stored in a Job Record for a Client Refund

Date of Refund 				Date refund made or goods returned.

Client					The number and name of the client from the client database

Item/s Returned 			The actual goods that were returned

Reference 				The serial number of the goods returned or other information

Comments 				Comments regarding the Return

Refund Details 				Details regarding the Refund

Reason for Return 			Reason supplied by Client for Return

Amount of Refund 			Amount refunded to Client 

GST Amount				The GST amount refunded

Return Status 				Current state of the Return

BAS Report Number			The Number of the Business Activity Statement in which this transaction appears

Data Stored in a Job Record for Services Rendered

Date					Date Services Rendered

Client					The number and name of the client from the client database

Service Rendered			Description of the actual service rendered for the client

Reference				The order number or any other details required

Comments				Comments regarding the service

Details					Details regarding the services rendered

Amount					Charge for the services

GST Amount				The calculated/manually entered GST amount payable

Deposit					Amount of deposit paid

Date Completed				Date that the services rendered were completed

Status					Current state of the job

Date Paid				Date the remaining balance was paid

BAS Report Number			The Number of the Business Activity Statement in which this transaction appears.

Data Stored in a Job Record for Contract Labour

Date					Date of request

Client					The number and name of the client from the client database

Comments				Comments regarding the service

Reference				The order number or any other details required

Labour Details				Details regarding the contract labour

Details					Other details regarding the contract labour

Period Ending				Date that the period of the contract labour will end

Extras					Charge for extras over the contracted price

Labour Hours				The labour hours in the period

Cost					The calculated/manually entered cost to the client

GST Amount				The calculated/manually entered GST amount payable

Deposit					Amount of deposit paid

Status					Current state of the contract labour

Date Paid				Date the invoice for the contract labour was paid

BAS Report Number			The Number of the Business Activity Statement in which this transaction appears.

Data Stored in a Job Record for a Rental

Date					Date rented

Client					The number and name of the client from the client database

Goods Rented				Description of the Goods Rented to the client

Reference				The order number or any other details required

Comments				Comments regarding the rental

Details					Other details regarding the rental

Amount					Charge for the rental

GST Amount				The calculated/manually entered GST amount payable

Deposit					Amount of deposit paid

Period End				Date that the rental period ends

Status					Current state of the rental

Date Paid				Date the remaining balance was paid

BAS Report Number			The Number of the Business Activity Statement in which this transaction appears.

Data Stored in a Job Record for Training

Date					Date of training request

Client					The number and name of the client from the client database

Training Conducted			Description of the training conducted for  the client

Reference				The order number or any other details required

Comments				Comments regarding the training

Details					Other details regarding the training

Amount					Charge for the training

GST Amount				The calculated/manually entered GST amount payable

Deposit					Amount of deposit paid

Date Completed				Date that the training was completed

Status					Current state of the training

Date Paid				Date the remaining balance was paid

BAS Report Number			The Number of the Business Activity Statement in which this transaction appears.

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