There are two ways to track repair jobs by Jeweler, both of which are explained below:

Option #1

You can add an associate to the Edge for the Vendor/ Jeweler (if you use outside Jewelers). This way you can mark them as "is a jeweler" on the associate record, which means they will appear in the WHO drop-down menu on the Repair Intake intake screen.

NOTE:  This will permanently stay on the job allowing you to track how many repairs this Jeweler/Vendor has done, including the total cost/price you have sent to them.

To add an associate for the vendor:

1. Go to Administrative > Associates > Add.
2. Assign an ID number then enter the vendor name into the first/last name fields.
3. You would need to assign a password and select "is a jeweler"
4. On the Commission tab: Enter a 0 for commission since it's just for record keeping purposes unless they do get paid commission.

Then on the individual jobs, either at intake or after the fact, under Services > Find > Job you can use the WHO field on the tab to select this Vendor/ Jeweler.

To now run a report based on Jeweler:

1. Navigate to Reports > Job > Breakdown.
2. On the General tab:
   Select the job you want to see.
    
3. On the Status/Dates tab:
   Enter your date criteria - for example: if you want picked up jobs, select "only picked up jobs"  from the Picked Up drop-down field, then enter the date range in the When Picked Up date field.
   Then you can select "only not canceled jobs" from the Canceled drop-down field.
    
4. On the Options tab:
   Check the boxes for Show Price and Show Cost.
   Uncheck the boxes for Summary Only and Page Breaks.
   In the Group By box, uncheck the boxes that are checked and instead check ONLY the boxes for Jeweler and Job #.

This will give you ALL jobs grouped by Jeweler. If you want to run a report based on a single Jeweler you can instead use the JEWELER field on the Status/Dates tab.

Option #2

The other alternative, which you CAN use in combination with the above steps, would be "locations".

After the job is entered at the POS you will go to Services > Move Envelope to scan/type in the envelope number and then select the location you are moving it to.

To add a location in Edge:

1. Go to Administrative > Locations > Add Location.
2. Type in a name for your new location.
3. In the Type drop-down menu, select Outside Vendor.
4. Under Location Availability, check the box labeled Envelope Location.

The one thing to keep in mind when using Locations is that you CANNOT run reports based on the historical location this job was in. So as soon as this job is PICKED UP in the Edge, it marks the job with a default location of "gone" and you cannot run a report based on the location it was in prior.