Job Descriptions and Internal Memos

In AutoMagic the convention is that if an internal memo or job description exists on a sale, it refers to the item immediately above. If you do not want the comment to be linked the item above, leave a blank Job Description or Internal Memo between the item and the comment.

Templates

Reusable job descriptions can be created by selecting Sales, Master Data, Job Descriptions from the main menu bar. The table will show any existing templates, a new template can be added by pressing the New button.

In the dialog enter:

  1. A short identifier for the template.
  2. The main text for the template.

Whats the difference between an Internal Memo and a Job Description?

Job Description

A job description is a comment on an invoice about a particular item that will be printed on the printout for the customer.

Internal Memo

An internal memo is a comment on an invoice about a particular item that will not be printed on the printout for the customer. Internal memos are displayed on the screen and printed on picking lists.

How do I insert an comment on a sale?

  • For a Job Description type JD in the Item Ref column of a sale and put the comment in the description field.
  • For an Internal Memo type IM in the Item Ref column of a sale and put the comment in the description field.

How do I use a job description template?

In the new sale, a job description template can be used by one of the following:

  • JD/<ID> creates a JD comment using the main text of the template that will be printed.
  • IM/<ID> creates a IM (internal memo) comment using the main text of the template that will not be printed.
  • MC/<ID> creates a Miscellaneous charge on the invoice using the template text as the description.

the <ID> is the short identifier from the Job Descriptions area.