Automation has been added to the Job Cards module to speed up the process of sample job workticket creation.
The action will do the following:
Copy all the Estimate items from the original Job ticket
Update all the sizes inside all the estimates to 420 x 594 (This is the standard size of samples DTP produce)
Set the category to Samples
Set the price of the Samples JC to R0.00
NB:
Sample ticket items will not be added to the Customer Invoice when the final invoice is created.
Sample tickets can't be created from OnHold status jobs.
Step 1. All jobs need to be processed normally. ie QT is copied to SO and SO copied to JC as either Standard or Rush Job.
Step 2. Find the JC in question and open to Edit JC Screen. Go Actions>Create Sample JC
Step 3. If necessary, set Sample JC to "OnHold" to make any edits.
Step 4. Once edits are completed go, Actions>Set to NewJob (this button will only work if job has a sample category)