Creating a New Job

Before you begin

• Ensure you have access to Scheduler.  If you don't see Scheduler in your available Elda (Chrome) shortcuts, you may need to request access to it.  Please see our article Request Access to an Elda Application for more.
• Ensure you are logged into the Elda(Chrome) Scheduler Application.  See our article Getting Started with Scheduler for more. 

Creating a New Job

1. In Scheduler, select a customer you wish to create a job for.  See our article Finding a Customer for instructions on using the Find Customer Window to look up customer accounts.

2. In the Scheduler main window, press the Job button.

3. You will be prompted to select from the popup menu with the job button

4. Select New from the popup menu – You will be prompted to choose between creating a new job or a new cash sale account.

• Selecting New Jobs will allow you to create a new job account under the selected customer account.
• Selecting a New Cash Account will create a Customer Cash Account (CBD).

5. Select Job

6. If you currently have a job selected in the background and the job has custom stock bars defined, you will be prompted to select whether you wish to use the custom stock bar definitions instead of the default.

7. If you currently have a job selected in the background and the job has complex shapes defined, you will be prompted to select whether you wish to copy the complex shape settings of the selected job.

8. You will then be prompted to fill in the jobs default information in the Job Details tab. 

Notes:

• If the account is a General Account/Cash Sales Account, ensure to tick the General Account box
• If the Progress Claim box is ticked, you will be able to enter Progress Claim start and end dates within the field provided.
• The Job ABN for cash sale customers will default with CASH SALE. For non-cash sale customers, the customer's correct ABN will be required.
  
  

See our article Using Job Address Book for instructions on how to add/set job addresses.

See our article Contacts Management for instructions on using Contacts Management to add/set job contacts.

 

9. Fill in the job default pricing and discount information in the Pricing/Discounts tab.

See our article Assigning Job Account Pricing & Discounts to set specific pricing and discounts if required.

See our article Job Service Rates for instructions on setting job service rates.

 

10. Proceed to the Delivery Information tab. Set the Delivery Charge, Delivery Defaults and if required the Delivery Weight Restrictions and the Freight-Forwarding information. 

11. Press the Save button to save the new job. (The Notes and Attachments tab will automatically be enabled once the job has been saved. 

• Contract Button – Will display the contract authorisation document
• Export Button – Will export the job, allowing you to import it into another customer account.
• Summary Button – Will display a pricing summary of the selected job account.