Job cards, custom orders and sets
A tailor, workshop, repair shop, furniture maker or bakery takes an order today and delivers it later. In Zevox a job keeps the customer, the details (measurements, vehicle no., IMEI, cake message…), the estimate, the due date and who makes it. An advance goes in the customer's khata at once and counts against the bill when the job is billed. Sets let you sell several items as one: their parts leave stock when the set is sold. These screens are on the website.
Switch it on
On the computer (website)
- Open Settings → Business & features.
- Tick Job cards & custom orders for jobs, and Bundles, kits & deals for sets.
- Tap Save.
Tips
- Tailor, workshop, mobile, electronics, furniture and bakery shops have jobs switched on already; stationery, gift and food shops have sets on.
Take an order
On the computer (website)
- Open Bills → Jobs & orders and tap New job (or New job on the dashboard or a customer's page).
- Choose the customer, or tap + New customer.
- Check the Kind of job: Stitching (measurements), Vehicle job card, Repair, Furniture order, Cake / special order or General order. Your shop type picks the usual one.
- Fill the details it asks for — for stitching: length, chest, waist, shoulder, sleeve, collar, shalwar length, paincha and design.
- Under Estimate, add items or services from your list, or tap Add a line and type what you will charge with its quantity and rate.
- Set the Due date (or tap Tomorrow, In 3 days, In a week), type the Worker and any notes, then tap Save job.
Tips
- Use last measurements fills the details from this customer's last job of the same kind — change only what is different.
- Print the job slip from the job page: a customer copy and, below a cut line, a workshop copy with the details for the karigar.
Advance, progress and the ready message
- Take advance on the job page opens Receive payment for this job. The advance shows on the job, and Left to collect is the estimate less the advances.
- Move the job along with Start work, Mark ready and Delivered. The list shows open jobs first by due date, with Late and Due today marks.
- When the job is ready, WhatsApp: it's ready sends the customer a message with what is left to pay.
- Search the list by job no., customer, phone or any detail — a vehicle number or an IMEI finds the job.
Bill the job
On the computer (website)
- On the job page tap Bill this job.
- Check Left after advances, type what is Paid now and choose how it was paid. The rest goes to the customer's khata.
- Tap Make bill. The sale bill opens; the advances are already counted against it.
Tips
- A billed job can only be marked Delivered. If you cancel its bill, the job opens again for billing and the advance still counts.
- A job with an advance can't be cancelled: bill it, or cancel the advance on the Payments screen first.
Sell a set (bundle)
On the computer (website)
- On Items & Prices tap Add item and type the set's name and rate.
- Under Set / bundle, tick This item is a set / bundle.
- Search and add each part, with its quantity and unit (for example 0.5 Dozen copies and 2 Pcs pens). Then save.
- Sell the set like any item. Each part's stock goes down; a return brings the parts back.
Tips
- A set has no stock of its own, so it can't be bought, adjusted or moved — do that with its parts. Purchase and stock screens don't list sets.
- Sets, batch or serial items and empties can't be parts of a set.
Common problems
- “This job has an advance” when cancelling
- What to do: Bill the job, or cancel the advance on the Payments screen first.
- “Add what to charge on the job first”
- What to do: Open Edit job and add at least one line under Estimate.
- “… is a bundle — buy or adjust its parts instead”
- What to do: Sets are only sold. Buy, adjust or move the items it contains.
- “This item has stock of its own” when making a set
- What to do: Make a new item for the set; an item with stock can't become one.
- Jobs & orders isn't in the menu
- What to do: Switch on Job cards & custom orders in Settings → Business & features.