STEP BY STEP GUIDE TO CREATE JOB CARD

STEP BY STEP GUIDE TO CREATE JOB CARD

Hindi Video Tutorial  :-STEP BY STEP GUIDE TO CREATE JOB CARD 






EV service workshop

OVERVIEW

 

Service management is a process where user has a provision to create and keep track of all the service-related transactions which includes set of various processes such as Service appointments, Service estimates, Job card etc.

User can start the service flow either with service appointment, service estimate or job card can be created directly in case of customer walk-ins. If the user starts with service appointment, then it captures booking date and time to take the vehicle inside the workshop for service and job card could be open for the same vehicle. It would also have the provision to view the workshop scheduler for current week view which would enable user to plan the service appointment accordingly.

Service estimate would have provision to capture the estimated amount and time frame to get the service done for the vehicle. If the users create the service estimate and later proceed with job card creation, all the detailed captured in-service estimate would get auto populated in job card. But in case of Accidental Repair, service estimate document creation is mandatory.

The vehicle selection in service transactional documents would be filtered by unique parameters of a customer. Vehicle dropdown should display the data of vehicles sold by Lectrix Dealers across PAN India network.

Once the job card is created for any vehicle and if require user must issue spares to get the vehicle service done which is taken in job card with number of qty.

Service module would also have the provision to view the vehicle history of any chassis which consist of the number of job card created against it along with Labor and parts deployed. It also provides an option to create outside work purchase order for outside servicing of vehicle with respective invoice named as outside work purchase order invoice. Issue return is another advantage available where user can return those parts issued in job card but only in case if the status of job card is open

 

EV JOB CARD OVERVIEW

 

EV Job card is the document which keeps the record of service performed on the vehicle. It maintains details such as service work done on a vehicle and parts used in servicing. It also covers vital information like which job is done by the mechanic, at what time the service started and finished, applicable rate for the job, KM Reading for vehicle, job type under which the job is performed etc.

After issuing all the parts and completing all labor for the vehicle, the job card is marked as ‘Ready for Bill’ and then later the user can generate the invoice and deliver the vehicle to customer.


PROCESS FLOW

To access Job Card process:    

In the Excellon , go to Electric Vehicle Module → Service → Workshop → Job Card

User Interface

Field Description

Field

Description

Vehicle

Select vehicle to create job card.

Branch

Select branch to create job card.

KM Reading

Enter KM reading of vehicle.

Repair Type

Select the Repair Type

Service Advisor

Select the name of service advisor.

Mechanic

Select the name of mechanic.

POS

Select the Point of sales

Billing Date

Select the billing date

Pan No

Enter the pan number

Bay

Select the bay where vehicle needs to be serviced.

Coupon No

Enter the coupon number

Source

Select the source.

Campaign

Select the campaign, If any.

Reverse Charge

Select if the Reverse Charge is applicable

Transaction Type

Select the transaction type

Transaction Mode

Select the transaction mode

IGST On Intra

Select the IGST on Intra

Service

Select the respective service

Service Name

Select the service name

Package

Select the service package

Customer Complain

Select the customer complaint.

Complaint

Displays the customer complaint name.

Fault

Select the fault if any.

Repair Type

Select the Repair type

Rate

Enter the rate manually

Trade Discount

Enter the discount

Mechanic

Select the Mechanic

Status

Select the Status

Supplier

Select the supplier

Start Date time

Start date time will be auto populated once user a lot the mechanic

End time

End date time will be auto populated once mechanic is done with the work

Ratio

Enter the Ratio

QTY

Select the QTY

SAC

Select the SAC

Claim to contact

Select the claim to contact

Billing Date

Select the Billing Date

Amount

Enter the Amount

View Details

Select on view details

 

 

Part Details Tab

 

Field Description

Field

Description

Part No

Select the part no. from grid require for vehicle service.

Part Name

Display the part name

Customer Complaint

Select the Customer Complaint

Complaint

Select the complaint

Fault

Select the fault

UOM

Displays the UOM of the part.

Repair type

Select the repair job type as Paid, Warranty, Accidental, etc.

Ratio

Enter the ratio Part

Mechanic

Select the mechanic

QTY

Enter the part quantity.

Quantity Issued

Displays the rate for part selected.

Cancel QTY

Displays Cancel quantity.

QTY Returned

Displays returned quantity.

Rate

Enter the rate of the part

Trade discount

Enter trade discount applicable on part.

HSN Code

Enter the HSN Code of the part

Claim to contact

Displays claim to contact

Billing Date

Enter the billing date

Attachment

Select the attachment

 

 

 

 

 

  

 

 

 

 

 

Customer Complaints Tab:

User Interface

 

 

 


Field Description

Field

Description

Insurance Provider

Select the Insurance Provider

Supervised By

Enter the name of the insurance supervisor

Delivery Instruction

Select activity slot date

Observations

Enter the observations of service advisor and supervisor

Customer Voice

Enter the Customer voice or feedback

Customer complaint

Select the customer complaint

Customer Complaint name

Select the customer complaint name

Complaint

Select the complaint

Fault

Select the fault

Fault name

Select the fault Name

Customer remarks

Enter the customer remarks

Service Engineer

Remark

Enter the service engineer remark

Attachment

Select the attachment

View Labor parts

Select the Labor part



IB Recall & Advice:

User Interface          


Field Description 

Field

Description

Future Advice

If the customer does not agree to any part replacement or servicing that is essential, then the future advice is to be entered

Last Service Advice

The future advice entered in the previous job card will be reflected here

IB Recall

 If the chassis is under retro fitment /CAFV, then the parts/services under CAFV will be shown here.

 

 

Check List Tab:

User Interface

  

Field Description

Field

Description

Name

Select the name (A, B, C)

Select

Select the Check Box

Select the Inward

Select the check box

 

 

 



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