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:
- Click Services > Find > Job. Enter criteria to find your job and edit it.
- To mark a specific task as done, click on the Tasks tab, click on the specific task, and then click Done/Undone button.
- To mark the entire custom job as done enter a completion date into the Done field on the General tab.
- 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:
- Open POS.
- Select the customer and click the Pick Up/Finish button. The Pick Up window will appear.
My / All Pick Ups
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Toggle between showing available pick ups for just this customer or for this customer and their spouse/partner
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Type
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A
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Appraisal
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C
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Custom
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L
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Layaway
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R
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Repair
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S
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Special Order
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Item Number
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For layaways and special orders, this is the number of the associated item
For service jobs, this is the service job number
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Sale #
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References original transaction sales number
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Balance
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Balance due; when picking up The Edge will prompt you to collect this in full before you can finish the sale
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Description
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Description of transaction
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Location
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For layaways, case location of item
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- Check one or more transactions to pick up and click OK. A sale line will appear for each pick up selected.
- Continue with sale or, if complete, enter payment details and click Done.