The NEW SNA Masonry Management System - Version #3
ORDER SCHEDULE SYSTEM
ORDER JOB SCHEDULE SYSTEM - Screen One
The ORDER JOB SCHEDULE SYSTEM (Screen One) offers the ability to list live orders by the following status flags:-
Not Confirmed - Orders where the customer has not confirmed
No Application - Orders where the Cemetery application has not yet been made
Not Approved - Orders with no Cemetery Approval
No Material - Orders where the material is not available
Layout Not Sent - Orders whose layout has not been sent
Layout Not Received - Orders where a signed layout has not yet been received
Job Cards not Printed - All orders with no printed job card
Inscription Not Done - All orders where the Inscription has not been completed.
All Orders - View all open orders
If you right click on any of the lines you are offered a pop-up menu with a number of options as follows:-
Access the Order for Edit - This will open the order and allow you to view or edit the whole order
Print a Job Card for this Order - You can print a job card from here
Access the Quick Edit Screen - This allows the editing of key features
View the Job Details and Inscription - Quick view of job details and inscription
This is a useful tool to quickly view the open orders and check the status. - A big time saver
ORDER JOB SCHEDULE SYSTEM - Screen Two
The ORDER JOB SCHEDULE SYSTEM (Screen Two) gives an overview of all the jobs to be done as allocated in the order processing system. You can view the following data:-
Date - The date the job is due to be done
Time - (Optional) The time the job is due to be done
Job to be Done - The Job that needs doing as specified in order processing
Job For - (Optional) You can allocate the job to an individual
Notes - Space for any specific notes on the job
Will Set Status to - When the job is marked as done, it can change one of the status flag (see above - Screen One)
Order No - Reference to the relevant order
Deceased - The name of the deceased.
Fix By - The fixing date
Cemetery - The relevant cemetery
You have a variety of filters available allowing you to select a specific job type, Job for and date range for the due dates. You can also sort the list in a variety of different ways.
The above illustrates how the filters work. The selection is for 'Material Arrives - Ready to Work'. Once you have established the date range you require you are offered a list of jobs to be done. You can alter the position on the list by dragging the lines up or down.
You are then able to select a printout print the list as follows:-
Having created your selection, you can print it out. To do so all you need to do is to select the print format required and then select how you want it printed, or even email it to a member of staff!
Below is an example of one of the reports you can get.