Authorised Software Solution Provider

1. Authorised Software Solution Provider

2. Take Sage Pastel beyond accounting withJob-SYS, a fully integrated, REAL TIME, job costing module for Pastel Xpress and Pastel Partner. • Job-SYS helps you …. • Prepare Quotations or Estimatesfor your customers. • Manage resources, staff, materialissuing and purchasing. • Invoice the Job and monitor theprofitability for each Job.

3. Job-SYS Integration into Sage Pastel Labour Material Estimating & Issuing Quotes & Jobs Work in progress Job-SYS Purchasing Supplier Invoices Inventory Control • Master file information Journal Processing • Sage Pastel Financial Reporting • Fully integrated into Sage Pastel – No duplication of data. • All transactions are updated on a real time basis. • View real time profitability of each Job. • Make use of your existing pastel stock file, customers, suppliers and general ledger chart of accounts.

4. Costing Structure for Quotes and Jobs What work do I need to do ? Quote/Job Header Supply and Install Air conditioner How am I going to do the work ? Projects Supply air conditioning unit Install air conditioning unit What costs do I want to manage ? Costing Categories Materials Materials Labour Buyouts Buyouts Labour steel nuts bolts brackets Aircon unit piping fittings Cabling battery window seats other steel technician builder electrician Electric Switch Brackets assembly What resources do I need to complete the Job ? Materials, labour, travel, etc. What is the job going to cost and what am I going to charge ? Pricing structure Estimated and Actual values for each item (Cost prices, selling prices, Markup %, GP %, profit).

5. Process Flow • Create New QUOTE Close Quotation if not accepted by client Add Projects Add Estimated costing and pricing to Projects • Submit quotation to client • Create New JOB Quotation accepted and Converted to a Job Generate Purchase Order • NO Create new Pastel Purchase Order • Process suppliers invoices in Pastel when receiving goods. Stock Availability Add Projects Active JOB • YES Part Invoice or Final Invoice Allocate timesheets to Job Issue Stock and allocate other costs to Job Auto Stock Allocation Create new Pastel Customer Invoice. Update Stock and GL Accounts Finalize Job Update W.I.P and Labour Recovery Accounts Update W.I.P & COS Accounts Close Job

6. Quotations • By creating quotations in Job-SYS, you are able to monitor … • Quotes won and quotes lost. • Reasons why the quotes were lost. • Monitor the progress of the resources used compared to what was quoted for the job and the Individual projects. • Compare actual costs to what was quoted. • Build quotes and jobs easily from standard templates. • Attach documents, emails,pictures, etc. to the quote. • Link time needed to items on the quote.

7. Jobs A job is created from a quote with a single click, however jobs can also be created directly, bypassing the quotation process. • A job allows you to ... • Automatically generate purchase orders. • Track resources used on the job and build up a history of work done for clients and on specific equipment. • Separate service and sales type jobs. • Invoice actual or estimated values . • Track serial numbers. • Print various types of job cards. • Attach documents, emails,pictures, etc. to the job. • Create multiple invoices for different customers per job.

8. Purchasing • Job-SYS allows you to create Pastel purchase orders based on stock availability and material requirements for inventory items and buyouts. • Job-SYS functionality provides… • Visibility into requirements for each job. • Orders are generated specifically for a job and / or for stock. • Allocate costs directly to the job from suppliers invoices, improving accuracy and providing traceability. • Prevent overstocking as a result of incorrect purchasing. • Supplier price list updates and parts creation.

9. Material Allocations • Allocation of materials, spares, travel, consumables, buyouts, etc supports … • History of resources used on the job. Where the resources were purchased from, who was the supplier and what did it cost and how much was it sold for. • Visibility into buyouts. • A record of who the stock was issued to. • The return of unused material or overruns to the store.

10. Labour Allocations Monitor the productivity and efficiency of your staff by logging their productive hours to jobs and accounting for the their non productive hours. • Labour is captured for each department / process on each of the projects for the job. • Track the progress of the job based on hours captured versus the hours estimated. • Capture time on a job card basis. • Capture time from time sheets. • Realtimelabour with barcode scanning of labour.

11. Invoicing • Customer invoices are created in Job-SYS. • Invoices can be based on the quoted or the actual values on the Job. • Job-SYS allows for one or more invoices to be generated irrespective of the progress of the job. • Create an invoice for an alternate customer still linked to the job. • Credit part or the entire invoice value. • Create Delivery notes, picking slips and pro-forma invoices.

12. Finalise the Job After all materials, spares, buyouts, labour, etc has been allocated to the job and the job has been invoiced, the job is closed. When closing the job, the status is changedand the WIP and COS are update where applicable. The job can be recalled and reopened if needed.

13. Other Features • Email quotes, supplier price enquiries, purchase orders and invoices directly from Job-SYS • Send SMS’s directly to customers from Job-SYS • Create tasks and actions for users • Assign sales reps to quotes and jobs • Assign technicians to jobs • User access and security feature prevents users from viewing and changing information • Create Supplier price enquiries for purchasing • Locking of quotes, job and projects prevents the information from being changed

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