Veculim requires a certain sequence of processes to be followed , in order for the flow to be right. Below is a list of each Process and the steps to follow.
Quotes
Create a Quote Request (optional)
Create a Quote
If Part prices are missing - send price request to Suppliers
Once Part prices have been received - Change Quote and close.
Finalise the Quote once all figures have been captured, before you send it off to the client.
Approve (authorise) the Quote
Convert the Quote into a Job (Print Jobcard, Check-In Sheet & Parts list)
Jobs
Book in a Job (Jobs can be "pended" awaiting being booked in to permit parts ordering)
Purchase parts (only parts listed on the Job can be ordered)
Ensure all parts ordered and received or pass savings on parts not required.
Review Job costing
Mark Job as "Completed" (Print QA Checklist and Clearance certificate)
Invoice any Excess payable (an Excess which is not % based can be invoiced immediately any time after the job has been created).
Invoice the Job
Purchases
Create an Order
Book in all receipts (parts, consumables, expenses,etc.) on the daily PCR Sheets
Book out all Returns For Credit (RFCs) collected
Mark off (check in) parts and consumables received
Mark off all RFC's collected
Release PCR postings to the Pastel Ledger export file (Ledger Posting)
Pastel Export - (This can be done daily, weekly, monthly or as required but at least at month-end)
Export Debtor Accounts
Export Supplier (Creditor) Accounts
Import the Debtor and Creditor export files into Pastel
Export Sales (Invoices and Credit Notes)
Export Debtor Journals
Export Purchases and RFCs
Export Petty Cash Schedules
Import all files (items 4 to 7) into appropriate Pastel batches
Once all imports are completed, delete all export files
Process Sequence to follow
Process Sequences
Veculim requires a certain sequence of processes to be followed , in order for the flow to be right. Below is a list of each Process and the steps to follow.
Quotes
Jobs
Purchases
Pastel Export - (This can be done daily, weekly, monthly or as required but at least at month-end)