The following screen will appear:
│ DESCRIPTION INSTRUCTIONS │
│ ESTIMATE DATES DUE DATE APPROVAL DATE JOB LOCATION │
│ (1) / / / / / / │
│ (2) / / │
│ VENDOR/ SENT REC’D PICK UP COMPLETED / / │
│ TRADE SHOP DATE DATE DATE PICKED UP BY │
│ / / / / / / │
Type the repair information for the item.
When a repair is first entered, you will need to type the description, instructions, estimate date (if any), and due date. The remaining fields are filled in as the job progresses.
DESCRIPTION*} Type a description of the item to be repaired.
INSTRUCTIONS*} Type a explanation of the repair work requested. The first lines of the description will be default to the description of the SKU number you used for this repair. The description for the SKU number should describe a task, not an object.
ESTIMATE DATES *} If you gave the customer an estimate for the repair, type the date of the estimate. There is also a field to enter a second estimate date if a follow-up estimates is given.
APPROVAL DATE*} When the customer approves the estimate, type the approval date in this field. This date is important as it allows you to verify that the customer actually did approve the estimate.
DUE DATE*} Type the date the repair is due. The default due date is calculated as the current date plus the number entered in Repair Completion Time in Days found of the Store Information Defaults.
JOB LOCATION*} If you have more than one repair location, type the location of the repair. If you find it helpful, you could type in the jeweler’s initials here.
VENDOR/TRADE SHOP*} If you sent the repair to an outside service, type the name of the service.If you so not send jobs out, you could type in the jeweler’s initials here.
SENT DATE*} If you sent the repair to an outside service, type the date the item was sent to the service.
REC’D DATE*} If you sent the repair to an outside service, type the date the item came back.
COMPLETED*} When the job has been completed, a completed date must be entered to let the system know. This is so an ‘incomplete jobs’ report can be created.
PICK-UP DATE*} When the item is picked up by the customer, type the pickup date. This date must be entered for Jewelry Shopkeeper to assume a job is picked up.
PICKED UP BY*} Type the name of the person picking up the item. This is for your protection.
Type the applicable information.
If there are other repair items on the current sale, the following message will appear above the screen:
<Ctrl-Pg Up> or <Ctrl-Pg Dn> To See Other Repairs on this Sale
If this message appears, you can press <Ctrl Page Up> to move directly to see the previous repair item on the same sales ticket, or <Ctrl Page Down> to see the next repair item on the same sales ticket.
When the applicable information has been entered, press <Enter> to move through the remaining fields or press <Esc> to return to layaway sale entry. Return to the Create a Layaway chapter to continue.