What are Jobs and how do I use them?

In this article, learn about Jobs and how to use them.


Applicable Subscription Levels:   

QC MANAGER |  STARTER  |  PRO  |  PRO+  |  ENTERPRISE


Overview

Idencia's Jobs feature allows you to manage the production of Job specific items all in one place.  Using this feature, you can define the item types and quantities that will be produced for a specific Job, and track the Job's production progress.

Each Job consists of a Job Name and Number, the Customer Name.  Depending on your subscription, you may be able to create additional Custom Properties that will store all of the information you collect about each Job.  For example, you may want to create Job Custom Properties to store information like Delivery Address, Purchase Order Number, Invoice Number, and Notes.

In this article, topics include:

Viewing All Jobs

Job Details

Custom Item Types

Viewing All Jobs

Selecting Jobs from the main menu of the Idencia Management Portal will display the Jobs page. Here you can see all of your existing Jobs.

101-17_Jobs List

Job Details

Selecting a Job number from the Jobs page will display the Job Details page.  Here you will see the Number and Name for the Job and a list of all of the Custom Item Types for that job.  The list of Custom Item Types will include the number of Items needed for that type, and the number of Items produced so far.  Using this list you can keep track of your production status for the Job.

101-17_Job Details

Custom Item Types

Custom Item Types are used to define the specific types of Items that will be produced for the Job.  Custom Item Types are exactly like Stock Item Types, but are Job specific.

Custom Item Types can be created in two ways.  You can use the New Item Type button to create a single Custom Item Type, or you can use the Import button to import as many Custom Item Types as you wish all at once.

See the How to I create, edit, and delete Jobs? knowledge article for instructions on how to create and maintain Jobs.