The Edge accommodates a variety of job and item creation functions such as repair tracking, custom job tracking, and item assembly.
New for v. 6.1 are a Build for Stock function and an expansion of the Item Assemble function. Build for Stock allows you to create items for inventory using parts and labor similar to a custom job and includes templates for easy repeatability. Improvements to the Assemble function include the use of templates, better accounting for customer-owned parts, and accounting for disassembled parts.
Assemble Item might be used to quickly pair parts with each other to create a new item for stock. Build for Stock is designed to accommodate a repeatable process toward manufacturing a private product line with controls, accounting, and templates.
The following table shows The Edge functions pertaining to jobs and the features of each.
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Repair
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Custom
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Assembly
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Build For Stock
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Typical Use
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Service job on jewelry already owned by customer.
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Service job that creates new jewelry specifically for a customer.
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Combine parts to create a piece, e.g., a semi-mount and a loose center stone, for stock.
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Build one or more instances of your design to be sold from the showcase.
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Trigger
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Results from POS request from customer.
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Results from POS request from customer.
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Need to create item for future sale. In The Edge, it is an Inventory feature.
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Need to create item for future sale. In The Edge, it is an Inventory feature.
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End Result
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Deliver to customer
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Deliver to customer
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Item in inventory
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Item in inventory
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Pricing
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Set by the store based on cost of parts and labor.
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Set by store based on cost of parts and labor.
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Set by category mark-up based on cost of parts and labor. This can be adjusted.
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Set by category mark-up based on cost of parts and labor. This can be adjusted.
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Job Envelope
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Yes by default
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Yes by default
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Not by default1
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Yes by default
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Build From Template or previous job
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No
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No
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Yes
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Yes
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Vendor
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n/a
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n/a
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Any vendor
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Only “My Brand”2
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Liability
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Has liability based on customer-owned materials.
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Has liability based on customer-owned materials.
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No liability.
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No liability.
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Commission
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Commissions for repair jobs are defined specifically for repairs.
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Commissions for custom jobs are defined specifically for custom jobs.
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Commissions for assembled items are treated like that for inventory.
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Commissions for built items are treated like that for inventory.
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Reporting
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Available in Activity reports as services, Job reports, and Department and Commission reports based on configuration.
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Available in Activity reports as services, Job reports, and Department and Commission reports based on configuration.
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Available in Activity reports as goods, Inventory COGS reports, Performance reports, Commission and Department reports based on setup, and Jobs reports.
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Available in Activity reports as goods, Inventory COGS reports, Performance reports, Commission and Department reports based on setup, and Jobs reports.
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- Job envelopes are new to Assembly in version 6.0.
- For Build for Stock, you must enter new vendors that represent your house brands, and you can only build items “by” those vendors.
There are three ways to assemble and build items:
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Scratch
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Allows you to create a built or assembled item from scratch.
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Template
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Allows you to create a built or assembled item from a template. Templates are created from the Supervisor menu of the original item by selecting Create Template. It is useful to create a template for a specific set of tasks that might later be used as part of a larger effort, e.g., welding or mounting. When you use the Create From Template feature, a previously saved template can be pulled in. You can make changes after you’ve pulled in the template.
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Previous
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Allows you to duplicate a previously built or assembled item. You can make changes after you’ve pulled in the previous.
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The articles in this section outline the expanded functionality of the Build for Stock and Assembly functions.