Product Support

Creating New Shop Jobs

You can create shop jobs two ways:

  • Create a new shop job in the Shop Jobs window.

  • Save an order as a shop job.

    • When saving an order, enter the required information and click Save As Shop Job.

 

To create new shop jobs:

  1. From the Main shortcut bar, select Shop Jobs.

    • Result: A list of Shop Jobs displays.

  2. In the Filter By field, select either Specific Shop Jobs or Generic Shop Jobs.

    • If Generic Shop Jobs is selected, only Generic Shop Jobs display.

    • If Specific Shop Jobs is selected, only Specific Shop Jobs display.

    • If no Shop Jobs exist, the list will be blank.

  3. Click New.

    • Result:

      • For Specific Shop Jobs, the Select Vehicle YMME Description window displays, allowing you to choose the Year, Make, Model and Engine.

        • Make your selection and click Submit.

        • A New Shop Job window displays with the Select New Job Items window displayed over it.

      • For Generic Shop Jobs, a New Shop Job window displays with the Select New Job Items window displayed over it.

  4. Complete the Select New Job Items window and click Submit.

    • Result: A New Shop Job window displays.

  5. To enter or change the vehicle information, click the Select Vehicle button.

    • Result: A Select Vehicle YMME Description dialog box displays.

  6. Complete the following fields as appropriate:

    • General information fields:

      • Shop Job Name: The name of the shop job.

      • Category: A brief description of the part category.

        • Example: Front Door or Window Switch.

        • This information is used if you access the Catalog Viewer.

      • Description: A description of the service rendered or the part supplied (500-character maximum).

        • Example: Replace Brake Pads - Front.

        • This field defaults when a work requested description is already entered in a labor line item.

      • Symptom: The symptom is the indication of a problem from the customer’s perspective.

    • Buttons:

      • Select All: Use this box to select all of the listed jobs.

      • Add Item: Use this button to open the Select New Job Items window which allows you to create a new item.

      • Edit Item: Use this button to edit jobs.

      • Delete: Delete the selected item.

      • Select None: Use this box to deselect all of the listed jobs.

      • Rollback: Undo the deletion of items.

      • Catalogs: View and select parts from a catalog to add to the Job.

        • Catalogs

          • Note: If a vehicle is already selected, the Catalog button opens the Catalog Viewer with the Navigation tab active.

            • If a vehicle has NOT been selected or if the selected vehicle cannot be mapped, the Catalog button opens the vehicle selection process.

        • WORLDPAC

  • Fields:

    • Line Item: Use this box to select items.

      • On invoices, this is a display-only field.

    • Type: Type of line item: Part Items, Misc Items, Labor Items, Sublet Items, or Note Items.

    • Code: Job code of the part or service based on the line item type:

      • For Part items, the Code field reflects the Part #.

      • For Misc items, the Code field reflects the Code.

      • For Labor items, the Code field reflects the Labor Rate.

      • For Sublet and Notes items, the Code field is blank.

    • Description: A description of the service rendered or the part supplied (500-character maximum).

      • Example: Replace Brake Pads - Front.

      • This field defaults when a work requested description is already entered in a labor line item.

    • Qty/Hrs: The number of labor hours provided, or the number of parts, miscellaneous charges, or sublet services provided.

      • Note: The number of parts reflects any changes made in or sent to ALLDATA® ManageSM.

        • Any changes to the quantity of parts ordered from a catalog should be made in the Catalog service and not in ALLDATA Manage directly.

        • If you manually change the quantity of parts selected from a catalog (such as AZ Parts or WorldPac) the changes are not sent to the Catalog service.

    • Cost/Flg Hrs: The price of one part or the number of flagged hours.

    • Retail: The charge of one service or part to the customer, including markups.

    • Line Total: The line total is the charge to the customer.

      • This is the Qty/Hrs multiplied by the Retail price.

      • (labor rate) X (hours worked) (cost + markup) X quantity