Knowby Tyre Doctor
Knowby
Creating Jobcards from Quote Request - Training
How to create a Jobcard from a Quote Request through Netsuite and Smartsheet.
How to create a Jobcard from a Quote Request through Netsuite and Smartsheet.
1
Step 1 of 6

Creating a Jobcardđź“ť - Step 1


  1. Head to "Quote Request"
  2. Go to the bottom of the Page

(Where the latest Request's will be)

2
Step 2 of 6

Creating a Jobcardđź“ť - Step 2


  1. Head to Top Panel on Netsuite.
  2. Go to "Quote"
3
Step 3 of 6

Creating a Jobcardđź“ť - Step 3


  1. Change Custom Form to "1 TD Tyre & Rim Jobcard"
  2. Copy & Paste Customer/Site into Quote
  3. Change 'Status' from Quoted to WIP
  4. Match Department to "Customer Department"
  5. Change Location to suit Quote Request. (i.e. Singleton = Hunter Valley)
4
Step 4 of 6

Creating a Jobcardđź“ť - Step 4


  1. Enter Tyre S/N from Smartsheet into Quote.

If the tyre isn't already in the system add it in.

  2. Hit the <Add> to create a new tyre.

  3. Place Serial Number into Name.

  4. Enter Brand.

  5. Enter Tyre Size.

  6. Add in Customer.


5
Step 5 of 6

Creating a Jobcardđź“ť - Step 5


  1. Head down to *Item* - Add in the following Code:

TR Holding

  2. Go to notes and add (Tyre Size & Brand)

  3. Save Quote.

  4. Copy & Paste Q# into Smartsheet.

  5. Hit Save (Or "CTRL & S")

6
Step 6 of 6

Creating a Jobcardđź“ť - Step 6


  1. Head to "TyreDr Workflows"
  2. Open "WORKFLOW : SINGLETON Tyre Repairs"
  3. Scroll to the Bottom (Where latest entries are)
  4. Confirm "CARD HEADER" has Collated all the information, If not... follow the next step. (i.e. following example has not collated.)
  5. Drag the last column's Formula into the Cell.


Task Completed!