Increase Your Bottom Line and Profitably Manage Your Inventory with The Edge
WHAT IT IS
The Edge features the ability to create Custom Items for finished custom jobs.
WHAT IT DOES
The Custom Items Feature allows you to:
Use Join Item at POS to combine multiple items and pick ups into one piece.
Attach Care Plans to custom job items.
Offer Insurance Quotes on custom job items.
HOW IT WORKS
There is one System Option for Custom Items.
Custom Item on Job: Whether to create a custom item when the job is marked Done.
Done: Options include Automatically Create or Do not Create.
NOTE: This option is OFF by default and must be enabled to utilize the feature.
To create a Custom Job Item:
Complete the Custom Job Intake at POS.
Complete the job and mark it Done. There are 4 ways to do this from the main Edge menu:
Click Services → Done and enter/scan the job envelope or all the individual tasks.
Click Services → Find → Job, enter criteria to find the job, and fill in the Done date.
Click Services → Find → Job, enter criteria to find the job, and mark all tasks completed.
Click Services → Move Envelope and move the job to a location that has the ‘Moving a Job
to this location marks it as done’ box checked.
The Create Custom Item window will automatically appear.
Select the Vendor and Category for the item. Optionally, update the Description, Image, and Declared Value.
Click Save Item.
NOTE: The default Declared Value will be the sum of all tasks on the job. Changing it on the item record will not change any values on the original job. The value from the item record is used for Care Plan, Insurance, Appraisal, and Repair purposes.
EXPAND YOUR EDGE EDUCATION
For additional information, including how to set up and edit Custom Job Items, reporting info, a tip sheet, and tutorial video, click the button or visit EdgerUser.com and search Custom Job Items. Explore the rest of the site for more tools and features to help grow your business.