Completing a Custom Job


All tasks on a custom job must be marked as done before it will be available for pick up. Tasks can be individually marked as done or, if you scan/enter the job or envelope #, you have the option to mark all tasks done at once.

There are four ways to complete a custom job:

  • Mark Services Done:  Scan or enter specific task # or job #
  • Custom Job Edit:  Use Done Task button for specific task or enter done date for entire job
  • Move Envelope:  Move job envelope to a location setup to mark entire job as done
  • Already Finished:  1-step custom job completed immediately at POS in a single transaction

Mark Services Done

The Services > Done button allows you to quickly mark one or more tasks, jobs, or envelopes as done. See Mark Services Done for more information.

Custom Job Edit

The Custom Job Edit screen allows you to mark specific tasks or an entire job as done.

To do so:

  1. Click Services > Find > Job. Enter criteria to find your job and edit it.
  2. To mark a specific task as done, click on the Tasks tab, click on the specific task, and then click Done/Undone button.

     
  3. To mark the entire custom job as done enter a completion date into the Done field on the General tab.

     
  4. Save your changes.

Move Envelope

Locations can be setup to track the progress of appraisals. It is also possible to setup a location to automatically mark jobs as Done when they are moved there. 

See Locations for more information on setting these up.
See Move Envelope for information on moving job envelopes.

Pick Up

Custom jobs are not available for pick up until all tasks have been marked as done

To complete a Pick Up:

  1. Open POS.
  2. Select the customer and click the Pick Up/Finish button. The Pick Up window will appear.

     

    My / All Pick Ups

    Toggle between showing available pick ups for just this customer or for this customer and their spouse/partner

    Type

    A

    Appraisal

    C

    Custom

    L

    Layaway

    R

    Repair

    S

    Special Order

     

     

    Item Number

    For layaways and special orders, this is the number of the associated item

    For service jobs, this is the service job number

    Sale #

    References original transaction sales number

    Balance

    Balance due; when picking up The Edge will prompt you to collect this in full before you can finish the sale

    Description

    Description of transaction

    Location

    For layaways, case location of item


     
  3. Check one or more transactions to pick up and click OK. A sale line will appear for each pick up selected.

     
  4. Continue with sale or, if complete, enter payment details and click Done.

 

Updated on Thu, 08 Jul 2021 by Angela Chiaravalle

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