The Job Card Settings controls a number of defaults used when printing the job card from Infusion.
Job Card Title
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Set the specific title to be displayed on each job card.
Organisation Details
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Use the Organisation Details field to switch between printing the Organisation Name, Location Name, Both or None on the job card.
Settings available for printing the organisation details are: (defaults indicated in brackets)
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Address (ON): Select whether the address of the organisation or location is printed on the Job Card. If Both is chosen to print then the location address will be printed
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Phone & email (ON): Select whether the phone number and email address printed on the Job Card. If Both is chosen to print then the location phone and email will be printed
Print option |
If address is selected… |
If phone & email is selected |
Organisation Name |
The Organisation address will be printed. |
The Organisation phone and email will be printed. |
Location Name |
The location address will be printed. |
The location phone and email will be printed. |
Both |
If it has been entered into the location details, The location address will be printed. |
If it has been entered into the location details, The location phone & email will be printed. |
None |
Nothing will print. |
Nothing will print. |
As Infusion uses the location information when printing the address, and phone & email details, if that information isn’t recorded, nothing prints when Both is selected.v
Header & Footer Details
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Settings available for printing header & footer details on the job card are: (defaults indicated in brackets)
Header
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Logo (ON): Choose whether or not the saved company logo prints on the job card.
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Job number barcode (ON): When selected, the barcode for the job number is included on the job card.
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Job Number (ON): The job number assigned to the job displays on the job card.
Footer
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Print Footer (Off): Select whether the footer options will be printed on the job card.
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Customer name (ON):
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Customer phone & email (ON):
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Job number (ON):
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Opened date (ON):
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Start date (ON):
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Due date (ON):
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Organisation / Location name (ON): This uses the selection from the Organisation Details when printing the job card.
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Organisation / Location phone & email (ON): This uses the selection from the Organisation Details when printing the job card.
Customer Details
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Settings available for printing customer details on the job card are: (defaults indicated in brackets)
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Name (ON):
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Account number (ON):
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Phone & email (ON):
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Postal address (ON):
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Terms (ON):
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Sales rep (ON):
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Manager (ON):
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Address (ON):
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Head office account number (ON):
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Job contact’s name(s) (ON):
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Job contact’s phone & email (ON):
All of these options determine whether the corresponding piece of information from the customer record display on the job card.
Job Details
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These options determine whether the details from the job record displays on the job card.
Settings available for printing details on the job card are: (defaults indicated in brackets)
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Opened on (ON):
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Start date (ON):
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Due date (ON):
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Opened by (ON):
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Assigned to (ON):
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Sold by (ON):
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Order number (ON):
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Job status (ON):
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Job type (ON):
Job Notes
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Settings available for printing notes on the job card are: (defaults indicated in brackets)
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Title (ON): Print the contents of the Title field on the Job
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Instructions (ON): Print the contents of the Instructions tab on the Job
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Tech notes (ON): Print the contents of the Tech Notes tab on the Job
Job Lines
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Settings available for printing Job Line details on the job card are: (defaults indicated in brackets)
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Unbilled lines (ON):
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Billed lines (ON):
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Blank lines (ON): Print blank lines on the job card, allowing staff to write new lines onto the printed document.
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# Of Lines to Print: This is the number of blank lines to be included on the job card.
Job Message
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Settings available for printing Job Message details on the job card are: (defaults indicated in brackets)
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Print job message (OFF): Choose whether to print the message for the job on the printed job card.
Job Message Name: This is the title of the message printed on the job card. The message text will also need to be entered.