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DMS DEMO – JOB CARD FLOW

JOB CARD OPENING …………….[Service] CSI CARD GENERATE & PRINT...[Service] PARTS REQUISTION ……………..[Spares] WORKSHOP ISSUES ……………..[Spares] JOB CARD CLOSING ……………..[Service] JOB CARD BILLING ……………....[Service]

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JOB CARD OPENING

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The Following entries are required for open a new Job card
1. Enter Transaction Date and Time 2. Registration Number 3. KM Reading 4. Service Type 5. Select Service Advisor Name 6. Select Group Code 7. Delivery Date & Time 8. Inventory (if any Body Damages) 9. Enter Estimate amount for Labor & Parts 10. Enter Demanded Repairs Code 11. Save (Alt + S)
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JOB CARD OPENING
Path : Service  Transactions  Job Card  Opening

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Enter Registration Number Enter Odometer (KM) Select Service Type Reading Enter Transaction Click here to Save (Alt + S) Date and Time Enter Vehicle delivery date and time

ClickEnter EstimatedEstimated amount for InventoryEnter amount for for enter Car Inventory ClickBody damages and demanded repairs for Labour Parts enter demanded repair code in Remarks then press Alt + O for back

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CSI GENERATION

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The Following entries are required to generate CSI Card
• • • • • • Task: Generate / Generate & Print / Print / Re-Print Service Type: Regular / Body Repair Version: 20 Points / 34 Points From Job Card Number To Job Card Number Generate Optional Field 1. From Job Card Date 2. To Job Card Date
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CSI CARD GENERATE & PRINT
Path : Service  Transactions  Customer Satisfaction Index  Generate

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Enter From Job CardFollowing Enter Select Version To Job Card Number Select Task for the Number Click Generate to View or 1. 20 Points Select Service Type 1. Generate Print 2. 1. 2. Generate and Print Regular 34 Points 2. Body Repair 3. Print 4. Re-Print
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PARTS REQUISITION

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The Following entries are required for Parts Requisition
1. Enter Job Card Number 2. Enter Part Number 3. Enter Requested Part Quantity 4. Select Billable type:
• • • • • • • • • • • • • Customer Dealer FOC Extended Warranty Insurance MUL Good Will N to N PDI Claim Technical Campaign Technical Campaign claim Transit Damage Claim True Value Goodwill True Value Warranty Warranty Prepared By Sasi

PARTS REQUISITIONS
Path : Common  Transactions  Parts Requisition

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Click here to Save (Alt+S) Select Billable type: • Enter Job Card Number Customer • Dealer FOC Enter Part Number
• • • • • • • • • • • Extended Warranty Insurance MUL Good Will N to N PDI Claim Technical Campaign Technical Campaign claim Transit Damage Claim True Value Goodwill True Value Warranty Warranty

Enter Requested Part Quantity

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WORKSHOP ISSUES

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The Following entries are required for Workshop Issues

1. Select Store Name 2. Enter Job Card Number 3. Select Requisition Number 4. If any changes in Billable / issue Type (modification available) 5. If any change in Issue Quantity (modification available) 6. Save (Alt + S)

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Workshop Issues
Path : Parts  Transactions  Workshop Issues

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Click here to Save (Alt+S)

Select Store Name Enter Job Any changes in changes in Issue Quantity After Any Issue type Card Number. entered job number then here we can modify can modify here we customer details will download automatically

Select Requisition Number

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JOB CARD CLOSING

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The Following entries are required for Job card closing screen
1. Enter Job Number 2. Select Service Advisor 3. Select Group Name 4. Select Mechanic Name 5. Select Demanded Repairs for Attended Y/N 6. Check Parts Issued or not 7. Enter Labour code and amount 8. Check Technical Campaign is applicable 9. Generate Pre-Invoice 10. Close Job Card
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JOB CARD CLOSING
Path : Service  Transactions  Job Card  Closing

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Enter Job Number

Press Ctrl+L to Press Service Select Name Select Ctrl+L toAdvisor Group Press Ctrl+L to Select Name Technician Name

Click for generate final bill Click here and check applicable value Click here to(Pre-Invoice) close job card for Technical Campaign Click Demanded Repairs or not Click Parts for issued for Click Labour for enter labour Attending Y / N issued code and amount

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JOB CARD BILLING

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The Following entries are required to Generate Job Card Bill
1. Enter Job Number 2. Select Cash / Credit 3. Select Sale Type 4. Enter Discount % for Parts 5. Enter Discount % for Labour 6. Select Discount Authorised Name 7. Click Calculate Bill for Final Amount 8. Reason : If any Variation with Estimated and Actual amount 9. Save (Alt + S)

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JOB CARD BILLING
Path : Service  Transactions  Job Card Billing  Generate

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SelectSelect Sale Type Service Advisor Name (who is deliveringCredit Select Cash / the vehicle) Click hereEnter Job Number to Save (Alt+S) Enter Discount % for Parts Enter Discount % for Labours Select Discount Authorised Name

Click Calculate Bill for Final Amount

Any variation with Estimated and Actual amount then select reason
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