Swim

Articles

• How to create a repair sale
  You can create a repair sale by creating a new sale and selecting a customer, and then 'sales,repairs,valuation'. View 03. How to perform a sale in...
  Views: 2594
• How to update and track repairs, jobs and special makes
  Once a job is created, from the sales screen you can enter further details of the job, along with tracking information, status, costs, materials,...
  Views: 2338
• How to bulk track repairs, jobs and special makes using the job tracking page
  To track the status of a repair for a sale or to add a job so that it can be tracked, follow the steps below: Go to 'Sales Menu'. Select 'Job...
  Views: 2562
• How to add a picture to a repair job or non stock item
  To add a picture to a repair job for the purposes of showing the customer or person doing the repair, you need to create a new sale and add the...
  Views: 2243
• How to add costings and materials to repairs, jobs and special makes
  Find the sale/job and select to view Click on the item to bring up the workorder popup screen Click on cost details Here you can add new...
  Views: 1852
• How to add tasks, assign tasks and book in the calendar
  Getting started with tasks To start, find and open the sale/job Click on the item to bring up the workorder popup Click on tasks the tab To...
  Views: 2421
• How to preset a task list for non stock items
  Preset Task List Setting up a preset task list for a non-stock item takes place in the 'new non-stock template' menu. To access this menu and set...
  Views: 1889
• How to record the time taken on a task (clock on/off)
  Tracking Task Time Having created a task on a sale, Swim allows you to track the amount of time spent on a task. This is an incredibly helpful...
  Views: 1727
• How to add new work order locations
  New work order locations can be added at any time by going to 'Utilities' > 'Edit Dropdown Lists' > 'Work Order Locations' ( Stock Heading )....
  Views: 2110
• How to enter outstanding repair jobs
  If you are new to Swim you may want to manually enter any outstanding jobs/repairs that you had in your previous system. To enter outstanding...
  Views: 1900