COMPULINK3300 Overland Avenue, Suite 201 § Los Angeles, California 90034 § 310 × 204 × 5121
Entering Repairs with the
Jewelry Shopkeeper
Set-up Major Class Codes
1) Set up a major class code using Enter Major Class Codes [choice 8,3,1]. You can have more than one class code for repairs. One possibility is to create major class 950 for Jewelry Repairs and 951 for Watch Repairs. Or you can get very detailed and setup major class code 951 for Ring Re-Sizing Up, 952 for Ring Re-Sizing Down, 953 for Head Replacement and so on until you’ve thought of each type of repair your store performs.
As you create the major class codes make sure you type in Repair Category as 1. As you complete the major class code entry, notice the message: "A Dummy Sku Number 950-00001 has been made for: Jewelry Repairs". Note that all dummy sku numbers have a "00001" designated sku number. This sku number will be used to enter a repair during a sale.
2) Edit the dummy sku number to fine tune the description and cost information using the Adjust and Transfer Inventory feature [choice 2-8]. Select Edit and when prompted for a sku number, type the repair dummy sku number (ie 950-00001). Note that in the Jewelry Shopkeeper you don’t need to enter the leading zeros so you would type 950 and 1 not 950 and 00001.
You can change the description, cost and retail on this screen. The ’Quantity in Stock’ field should say 0; since this is a service, no quantity is needed. If you change the Price, the amount you type will be the default price each time you enter that repair sku number. This is handy if you have many repair sku numbers with different charges. The usual cost should be typed in now also. You will be able to change the cost for each specific repair during the sale.
Enter a repair during a sale
1) If you want to track the repair, select the Enter Layaways or Repairs feature [choice 1-2]. Enter the sale number, customer name, date, clerk and department.
Note the sale number. This is the repair tracking number.
When a sku number is prompted for, type in the dummy sku number. The description and retail price will appear automatically. To change the cost, press <Ctrl-Page Up>.
If the customer brings in more than one repair, enter each repair separately — the first repair on line one, the second on line two.
To track the repair press the <Page Up> key. The description, instructions due dates and job locations will be prompted for.
When the entries are complete, you can print a customer receipt or an in-house repair ticket by selecting a half page or full page receipt. If you want to print the instructions on a mailing label, select Label. A special label can be printed on a small thermal printer called a Co-Star SE 200 Plus.
Costar Corporation
599 West Putnam Avenue
Greenwich, CT 06830
203-661-9700
800-426-7827
Attn: Joe Vinson
You can print the description, instructions and a store message by going into the Store Information Defaults [choice 8-8] and on page 15, answer the question ’Print repair instructions on the customer receipts?’ with a Y. You can use the 40 column receipt or the half-page receipt printed on 2 part paper; one store copy and one customer copy.
Entering Repairs Without entering a sale
1) Select the Enter or Edit Repairs and Custom Work [choice 3-1]. Type in a unique job number. Jewelry Shopkeeper will search to ensure that job number hasn’t been used before. If it isn’t found, press <Esc> and the question: "Job # not found. Do you want to add this job?" will appear. Select Yes.
The first information prompted for is the "Billing Sku number". This is the dummy sku number to be used when the repair is finally billed (see step one in the Enter a repair during a sale section). Then enter the customer name. Then the description, instructions, due date and locations are prompted for. When the repair’s been logged, you can print the half page, 40 column or mailing label printout (see step 2 of Entering repairs during sales).
2) Repairs entered using this method are called ’un-billed’ repairs because they have not been attached to a sale yet. When searching repairs, an asterisk (’*’) will appear beside un-billed jobs. Even repairs with no charge must be attached to a sale.
To bill the repair use the Enter Cash/Charge Account Sale feature [choice 1-1]. Enter the sale number (not the repair number), the customer name (the name must match the customer name the repair initially entered under), the date, clerk and department.
When a sku number is prompted for, press <Home>. A list of the repairs waiting to be billed for this customer will be displayed in a pick list. Select the repair to be billed. The sku number will default to the billing sku number you typed in step 1. If no billing sku number was type you must type one now. The retail price will default to the dummy sku number price unless you typed in an estimate, the estimate will override the dummy sku number’s retail price. To change the cost, press <Ctrl-Page Up>. Once that repair is added to the sale, you may add another repair on line 2. You may add as many repairs to this sale as necessary. You may also type in a merchandise sku number on the same sale if the customer decides to purchase regular inventory merchandise at that time.
The repair has been billed now and the sale number has been added to the repair. When using the Enter or Edit Repairs & Custom Work feature [choice 3-1], you can bring up the repair by either its original job number or the with sale number it was billed on.
Tracking repairs using The Jewelry Shopkeeper
Any time you need to look up the details of a repair or update its progress, select the Enter or Edit Repairs & Custom Work feature [choice 3-1].
To run repair reports select Repair and Custom Work Reports feature [choice 3-2]. Reports can be displayed or printed for repairs by due date, location, job number and customer name. You can specify to report certain repairs by selecting the Picked up Jobs, Due Dates, Completed Dates, Dates Jobs were brought in, Jobs in Location and Jobs at Vendor.
The report can be printed in Job number, Name, Due Date, Amt Due, Location or Vendor order.