Invoice Section Headings/Menu Jobs


This configuration screen enables you to define section headings and menu jobs for invoices. A menu job is pre-defined job which contains several elements, for example, labour and parts but which is a self-contained job and may be priced according to so-called 'menu pricing'.

Section Heading List

Adding a new section heading or menu job

A section heading is simply a menu job which does not contain any parts or labour. To add a new section heading or menu job:

1.Open GDS > Configuration Settings > Invoice Section Headings/Menu Jobs.
2.Click the New icon New24 in the toolbar.
3.Enter a Section Name, Default Nominal Code and Default VAT Code.
4.Add labour and parts lines in the relevant section as required.
5.Click the Save icon Save24 in the toolbar to save the record or click the Cancel icon Cancel24 to discard it.

The Invoice Section Headings/Menu Jobs record

This section explains the various components of this record.

Standard tab

Section name

The name of the section or menu job.

Description

A brief description.

Default Nominal

The default nominal code for this section. This can be changed in the jobsheet, invoice etc.

Default VAT Code

The default nominal code for this section. This can be changed in the jobsheet, invoice etc.

Advanced tab

This section is a common item...

Checking this option means that the heading//menu job will appear at or towards the top of the list when adding to a jobsheet, invoice etc. This saves a little time on the more common jobs.

Default Section Rate

You can specify a default rate for this section.

Default Discount %

You can specify a default discount for this section.

Top tab

Put Work Description line into the following alternate Section...

If this option is checked then the lines from the Labour Section will be added to the specified Section.

Bottom tab

Put Parts lines into the following alternate Section...

If this option is checked then the lines from the Parts Section will be added to the specified Section.

Labour section

This section contains labour or work description lines associated with the menu job.

Parts section

This section contains parts associated with the menu job.