Creating New Shop Jobs
You can create shop jobs two ways:
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Create a new shop job in the Shop Jobs window.
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Save an order as a shop job.
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When saving an order, enter the required information and click Save As Shop Job.
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To create new shop jobs:
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From the Main shortcut bar, select Shop Jobs.
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Result: A list of Shop Jobs displays.
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In the Filter By field, select either Specific Shop Jobs or Generic Shop Jobs.
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If Generic Shop Jobs is selected, only Generic Shop Jobs display.
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If Specific Shop Jobs is selected, only Specific Shop Jobs display.
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If no Shop Jobs exist, the list will be blank.
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Click New.
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Result:
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For Specific Shop Jobs, the Select Vehicle YMME Description window displays, allowing you to choose the Year, Make, Model and Engine.
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Make your selection and click Submit.
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A New Shop Job window displays with the Select New Job Items window displayed over it.
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For Generic Shop Jobs, a New Shop Job window displays with the Select New Job Items window displayed over it.
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Complete the Select New Job Items window and click Submit.
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Result: A New Shop Job window displays.
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To enter or change the vehicle information, click the Select Vehicle button.
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Result: A Select Vehicle YMME Description dialog box displays.
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Complete the following fields as appropriate:
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General information fields:
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Shop Job Name: The name of the shop job.
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Category: A brief description of the part category.
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Example: Front Door or Window Switch.
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This information is used if you access the Catalog Viewer.
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Description: A description of the service rendered or the part supplied (500-character maximum).
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Example: Replace Brake Pads - Front.
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This field defaults when a work requested description is already entered in a labor line item.
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Symptom: The symptom is the indication of a problem from the customer’s perspective.
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Buttons:
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Select All: Use this box to select all of the listed jobs.
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Add Item: Use this button to open the Select New Job Items window which allows you to create a new item.
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Edit Item: Use this button to edit jobs.
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Delete: Delete the selected item.
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Select None: Use this box to deselect all of the listed jobs.
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Rollback: Undo the deletion of items.
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Catalogs: View and select parts from a catalog to add to the Job.
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Catalogs
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Note: If a vehicle is already selected, the Catalog button opens the Catalog Viewer with the Navigation tab active.
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If a vehicle has NOT been selected or if the selected vehicle cannot be mapped, the Catalog button opens the vehicle selection process.
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WORLDPAC
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Use this button to access the WORLDPAC catalog.
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The WORLDPAC application can be used to search for, and add parts to, the order.
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Refer to Adding Parts to Jobs from the WORLDPAC Catalog for more information.
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Fields:
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Line Item: Use this box to select items.
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On invoices, this is a display-only field.
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Type: Type of line item: Part Items, Misc Items, Labor Items, Sublet Items, or Note Items.
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Code: Job code of the part or service based on the line item type:
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For Part items, the Code field reflects the Part #.
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For Misc items, the Code field reflects the Code.
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For Labor items, the Code field reflects the Labor Rate.
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For Sublet and Notes items, the Code field is blank.
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Description: A description of the service rendered or the part supplied (500-character maximum).
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Example: Replace Brake Pads - Front.
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This field defaults when a work requested description is already entered in a labor line item.
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Qty/Hrs: The number of labor hours provided, or the number of parts, miscellaneous charges, or sublet services provided.
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Note: The number of parts reflects any changes made in or sent to ALLDATA® ManageSM.
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Any changes to the quantity of parts ordered from a catalog should be made in the Catalog service and not in ALLDATA Manage directly.
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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.
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Cost/Flg Hrs: The price of one part or the number of flagged hours.
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Retail: The charge of one service or part to the customer, including markups.
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Line Total: The line total is the charge to the customer.
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This is the Qty/Hrs multiplied by the Retail price.
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(labor rate) X (hours worked) (cost + markup) X quantity
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