David Nye Job Costing & Job Control Example

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Client:	ISO9000 certified sheet metal workshop, based in Horsham, West Sussex, UK.
Size:	5 users
Objective:	Replace existing collection of manual forms, Lotus Approach databases and spreadsheets with an integrated job costing and job control application.

Job Processing System Summary

• Contact records; customer, supplier and prospect for marketing. Show me
• Quotation; job costing and issue quote document (see below).
• Sales order; select quote lines to make up job
• Job card; print for workshop floor and ISO9000 procedures
• Purchase order; sub-contract element of job and buy materials
• Time sheet; reconcile to clock cards and job labour estimate
• Analysis of profitability, bonus payment and management reports

Job Costing and Quotation Features

• Automatic quotation numbering from last number used.
• Drop down selection of customer by name, and selection of contact from list of contacts for the selected customer.
• Automatic generation of HTML email for quotation, or print to fax or paper (with preview).
• Unlimited quote lines in scrolling window.
• Calculation of line value, total value, and estimated profit.
• Job costing by listing labour task hours and expenses.