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DMS DEMO – JOB CARD FLOW
1. JOB CARD OPENING …………….[Service]
2. CSI CARD GENERATE & PRINT...[Service]
3. PARTS REQUISTION ……………..[Spares]
4. WORKSHOP ISSUES ……………..[Spares]
5. JOB CARD CLOSING ……………..[Service]
6. JOB CARD BILLING ……………....[Service]
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JOB CARD OPENING1Prepared By Sasi
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1. Transaction Date and Time
2. Registration Number
3. KM Reading
4. Service Type
5. Select Service Advisor Name
6. Select Group Code
7. Delivery Date & Time
8. Inventory (if any Body Damages)
9. Estimate amount for Labor & Parts
10. Demanded Repairs Code
11. Save (Alt + S)
The Following entries are required for open a new Job card
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JOB CARD OPENING
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Path : Service Transactions Job Card Opening
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Enter Transaction Date and Time
Enter Registration NumberEnter Odometer (KM)
ReadingSelect Service Type
Enter Vehicle delivery date and time
Enter Estimated amount for LabourEnter Estimated amount for
Parts
Click Inventory for enter Car Inventory and Body damages
in Remarks
Click demanded repairs for enter demanded repair code then press Alt + O for back
Click here to Save (Alt + S)
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CSI GENERATION2Prepared By Sasi
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1. Task: Generate / Generate & Print / Print / Re-Print
2. Service Type: Regular / Body Repair
3. Version: 20 Points / 34 Points
4. From Job Card Number
5. To Job Card Number
6. Generate
The Following entries are required to generate CSI Card
1. From Job Card Date
2. To Job Card Date
Optional Field
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CSI CARD GENERATE & PRINT
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Path : Service Transactions Customer Satisfaction Index Generate
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Select Task for the Following1. Generate2. Generate and Print3. Print4. Re-Print
Select Service Type1. Regular2. Body Repair
Select Version1. 20 Points2. 34 Points
Enter From Job Card Number Enter To Job Card Number Click Generate to View or
Print
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PARTS REQUISITION3Prepared By Sasi
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1. Enter Job Card Number
2. Enter Part Number
3. Enter Requested Part Quantity
4. Select Billable type: • Customer• Dealer FOC• Extended Warranty• Insurance• MUL Good Will• N to N• PDI Claim• Technical Campaign• Technical Campaign claim• Transit Damage Claim• True Value Goodwill• True Value Warranty• Warranty
The Following entries are required for Parts Requisition
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PARTS REQUISITIONS
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Path : Common Transactions Parts Requisition
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Enter Job Card NumberEnter Part Number Enter Requested Part
Quantity
Select Billable type: • Customer• Dealer FOC• Extended Warranty• Insurance• MUL Good Will• N to N• PDI Claim• Technical Campaign• Technical Campaign claim• Transit Damage Claim• True Value Goodwill• True Value Warranty• Warranty
Click here to Save (Alt+S)
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WORKSHOP ISSUES4Prepared By Sasi
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1. Select Store Name
2. Enter Job Card Number
3. Select Requisition Number
4. If any changes in Billable / issue Type (modification available)
5. If any change in Issue Quantity (modification available)
6. Save (Alt + S)
The Following entries are required for Workshop Issues
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Workshop Issues
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Path : Parts Transactions Workshop Issues
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Select Store NameEnter Job Card Number. After
entered job number then customer details will download
automatically
Select Requisition Number
Any changes in Issue type here we can modify
Any changes in Issue Quantity here we can modify
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Click here to Save (Alt+S)
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JOB CARD CLOSING5Prepared By Sasi
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1. Enter Job Number
2. Select Service Advisor
3. Select Group Name
4. Select Mechanic Name
5. Select Demanded Repairs for Attended Y/N
6. Check Parts Issued or not
7. Enter Labour code and amount
8. Check Technical Campaign is applicable
9. Generate Pre-Invoice
10. Close Job Card
The Following entries are required for Job card closing screen
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JOB CARD CLOSING
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Path : Service Transactions Job Card Closing
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Enter Job Number
Press Ctrl+L to Select Service Advisor NamePress Ctrl+L to Select Group
NamePress Ctrl+L to Select Technician Name
Click Demanded Repairs for Attending Y / N
Click Parts for issued or not issuedClick Labour for enter labour
code and amount
Click here and check applicable for Technical Campaign
Click for generate final bill value (Pre-Invoice)Click here to close job card
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JOB CARD BILLING6Prepared By Sasi
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1. Enter Job Number
2. Select Cash / Credit
3. Select Sale Type
4. Enter Discount % for Parts
5. Enter Discount % for Labour
6. Select Discount Authorised Name
7. Click Calculate Bill for Final Amount
8. Reason : If any Variation with Estimated and Actual amount
9. Save (Alt + S)
The Following entries are required to Generate Job Card Bill
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JOB CARD BILLING
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Path : Service Transactions Job Card Billing Generate
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Enter Job NumberSelect Cash / Credit
Select Sale Type Select Service Advisor Name (who is delivering the vehicle)
Enter Discount % for PartsEnter Discount % for Labours
Select Discount Authorised Name
Click Calculate Bill for Final Amount
Any variation with Estimated and Actual amount then select reason
Click here to Save (Alt+S)
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