Orion now has the ability to add job sections in the Workshop Quotes, Jobs and view in Invoice enquiry



These are some of the benefits when using Job Sections 

  • Using it as a container to group job postings together and subtotal them on the job,
        Making the display of work done easier to access by the end user. 
  • Enabling the job to have multiple tasks/sub-jobs, for example, a Service and Brakes. 
        Allows the job tracking of these tasks easier for the end user.
  • Workshops managing large fleets no longer have to split the job into different tasks/sub-jobs (for fleet reporting) and provide the customer with multiple invoices.
  • Workshop quotes can be grouped by the different tasks/sub-jobs, making it easier to discuss with the vehicle owner. 



Sections have been introduced in order to improve reporting on different types of Jobs.
  • you can get better visibility of the different types of work done on a job. Grouping and displaying sub-totals per job type.
  • Reporting on different job types will also be improved.
  • Remote workshop users - will allow them to send quotes/estimates and get approvals for the different job types/sections quoted



TABLE OF CONTENTS


The two different ways of using Sections:



1. Create a Section for each part of the Job (SUGGESTED)

Here we will create a Section for each part of the job, i.e. Service, Brakes, Transmission Flush etc


Why is this suggested? (yes we are going over this again...)

  • You can get better visibility of the different types of work done on a job. Grouping and displaying sub-totals per job type.
    • Yes - you are able to clock on to different sections as well.
  • Reporting on different job types will also be improved.
  • Remote workshop users - will allow them to send quotes/estimates and get approvals for the different job types/sections quoted



Create a Section by using the Sections button

A job section is a way to group and display sub jobs/tasks on a job. For example, a Job may have the tasks of Service, Brakes and WoF (as sub-jobs). 


Click on Section (A) inside a Job



1. Job Code: Chose from the list of Job Descriptions that have been entered into Orion

2. Description: Enter a description of the Section

3. Summarise: If ticked this will only print any text within the section along with one line showing the total of the section.


This information can be changed at any time by double clicking on the Section header in the Job



Create a section by Adding a Kit


By default Orion is set to create a Section for each Kit added to a Job


Click on "Job Kit" and follow the normal processes.




2. Having all kits and postings as part of one Section


Make sure you add a Job Code and/or a Job Description to all jobs
This will "name" the whole job as a section



Turn off "Kits create Section in Job"


NB: Sections are actually always on - regardless of this setting



Job kits will automatically be added as a section with the Description being used as the Header for the section - so turn this off:


Go to Maintenance (1) > System Setup (2) > Job (3) and untick Kits create Section on Job (4)




Parts, Labour, Text etc 

These are now going to be added into one main section - the section that was added when entering the Job Code.


Kits

Kits are also going to be added into the the one main section


Make sure either the header/title or a posting is highlighted BEFORE posting the Kit



Summarise on invoice Kits

VERY IMPORTANT:
!!! If you add a kit that is summarise on invoice - all postings will be summarised !!!

You will still need to add a Section and enter any summarised kits in their own section





Posting Parts, Labour Text etc

Once a Section has been added to a job then you will be able to select the Section when posting any item to the Job.

 

The section you are in or have highlighted will be chosen by default - this can be changed by using the drop arrow if needed




As at 20/03/2023:
Any existing transactions in a section with no title will be added to the first section entered into a job i.e.
1. Post transactions
2. Add a section
3. Transactions posted in step 1 are added to the section automatically


As at 28/04/2023
You are unable to split transactions including Labour between sections


Moving postings & Sections

This hasn't really changed - highlight what you want to move and use the blue up or down arrows

  • Postings can be moved to other Sections as needed.
  • "Auto Order" will apply to all Sections, but will sort within each section
  • Sections can also be moved above or below other sections
    • Highlight the Section header to do this.




Deleting Sections

Again - the same as always - highlight what you want to delete and use the Delete button


Highlight the Section header (1) and either use the Delete button on the keyboard or the Delete button in the Job (2), then confirm you wish to delete the Section (3)




- This deletes the SECTION not the postings
- The above message will be shown if there is either one or two sections
- With two Sections the Postings will be added to the remaining Section


If there are more than two sections you will be asked which section you want to add the postings to:





Printing Jobs with Sections

Changes have been applied to custom and standard forms so sections will print properly with all text parts labour etc behaving in the same manner as before - just in their own little section


The form will look as close to what is displayed on the front-end (GUI) screen as possible



Job Maintenance:


Printed invoice:



For Printed invoices:
- Detailed sections will NOT have a subtotal
-  Summarised sections will show any Text, the Section total (including Labour) and the Section description




Split invoices

Parts can be moved to a different split invoice as individual postings


As at Feb 2023: You will need to edit/move any text via Invoice View (1)






Didn’t find what you were looking for? 

Our Support team are here to help, you can reach us by submitting a support ticket

or calling us on 09 583 2455