An Internal Jobsheet is used to apply internal costs to a current month.
Using an Internal Jobsheet is a method of maintaining and controlling your stock levels, particularly for items such as consumables you purchase but wouldn’t necessarily sell to customers. Here are some examples of how you can use an Internal Jobsheet
- Maintaining consumable stock
- Items used for workshop maintenance
- Workshop tool write-off
- Parts write off (lost or damaged)
- Surcharge write off
From a business owner's perspective, an Internal Jobsheet allows you to monitor consumable usage and stock shrinkage without staff using Item Journals to adjust stock. Internal Jobsheets can be done daily, weekly, or monthly. It is important to make sure that the Internal Jobsheet is posted in the month it is created because all of the costs of the items on the Jobsheet will apply to that current month.
When creating an Internal Jobsheet for the first time, it is recommended that you create the vehicle registration number “Internal” and the Make and Model “Internal.” Then, create a customer called “Internal Jobsheet.”
Once this has been set up for the first time, creating new Internal Jobsheets requires you only to type the registration number “Internal;” the rest of the information will automatically populate.
It’s recommended that all of your Internal Jobsheets use the same information, this makes checking the history of your Internal Jobsheets simple.
Once the Internal Jobsheet has been created, populate the lines with the items you want to write off. Make sure that the is blank or the is 100%.
You can keep the Internal Jobsheet open for as long as you like, this allows you to keep adding items as they are written off. Once you are ready to post the Jobsheet, make sure the total value is 0. The month that the Internal Jobsheet is posted is when all of those items' costs will be applied.
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