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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...
02.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,...
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...
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...
How to add costings and materials to repairs, jobs and special makes
Find the sale/job and select to viewClick on the item to bring up the workorder popup screenClick on cost detailsHere you can add new...
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...
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...
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...
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 )....
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 repair...