How to Post a Sub Contract Against a Job

This guide outlines the two-stage process for adding a sub-contract line to a job and then posting the corresponding supplier invoice or delivery note.

Part 1: Adding a Sub-Contract Line to the Workshop Job

This step creates the record on the job card itself:

1. Select and Add Job Line:

   • On the left side of the screen, select the existing job line.

   • On the right side, click the "Add Job" button.

2. Enter Sub-Contract Details:

   • Open the Sub Contract Tab and complete the required fields:

     • Description: Provide a clear description of the work being carried out.

     • Charge: Enter the amount that will be charged to the customer.

     • Supplier: Select the specific supplier performing the work.

     • Est. Cost: Enter the estimated cost of the work to your business.

     • VAT: Use the arrow to change the selection from STANDARD to Outside Scope if applicable.

Part 2: Posting the Supplier Invoice or Delivery Note

This step posts the cost to the system once the work is complete:

1. Navigate to Sub Contracts:

   • Once the workshop job is complete, close the job card.

   • Navigate to the "Sub Contract" option at the top left-hand side of the reception screen.

2. Enter Posting Details:

   • In the Delivery Note No field, enter the vehicle's registration number.

   • Best Practice: If available, include the supplier's delivery note number alongside the registration (e.g., FN11OPS/IL988777).

   • Tick the "Print Goods In Note" box.

3. Post the Sub-Contract:

   • Select the [POST] button.

   • The screen will close, and the sub-contract cost will now be registered on the system.