Authorised Software Solution Provider

Take Sage Pastel beyond accounting with

Job-SYS, a fully integrated, REAL TIME, job costing module for Pastel

Xpress and Pastel Partner.

Job-SYS helps you ….• Prepare Quotations or Estimates

for your customers.• Manage resources, staff, material

issuing and purchasing.• Invoice the Job and monitor the

profitability for each Job.

Quotes & JobsWork in progress

LabourPurchasingMaterial

Estimating & Issuing

Master file information

Journal Processing

Supplier Invoices

Financial Reporting

Inventory Control

Job-SYS

Sage Pastel

• Fully integrated into Sage Pastel – No duplication of data.

• All transactions are updated on a real time basis.• View real time profitability of each Job.• Make use of your existing pastel stock file,

customers, suppliers and general ledger chart of accounts.

Job-SYS Integration into Sage Pastel

Estimated and Actual values for each item (Cost prices, selling prices, Markup %, GP %, profit).

Supply air conditioning unit

Supply and Install Air conditioner

Costing Structure for Quotes and Jobs

Materials Labour Buyouts

Install air conditioning unit

Aircon unitpipingfittingsCabling

assembly batterywindowseatsother steel

Materials Labour Buyouts

steelnutsboltsbrackets

technicianbuilderelectrician

Electric SwitchBrackets

Quote/Job Header

What work do I need to

do ?

ProjectsHow am I

going to do the work ?

Costing Categories

What costs do I want to manage ?

Materials, labour,

travel, etc.

What resources

do I need to complete the Job ?

Pricing structure

What is the job going to

cost and what am I going to charge ?

Quotation accepted and

Converted to a Job

Close Quotation if not accepted by

client

Generate Purchase Order

Issue Stock and allocate other costs to Job

Allocate timesheets to Job

Part Invoice or Final Invoice

Close Job

Auto Stock Allocation

Add ProjectsAdd Estimated

costing and pricing to Projects

Create new Pastel Purchase Order

Update Stock and GL

Accounts

Create new Pastel Customer Invoice.

Update W.I.P and Labour Recovery

Accounts

Update W.I.P & COS Accounts

Stock Availability

Submit quotation to

client

Process suppliers invoices in Pastel when receiving

goods.

Create New QUOTE

Finalize Job

Create New JOB

Active JOB

YES

NO

Add Projects

Process Flow

By creating quotations in Job-SYS, you are able to monitor …

• Quotes won and quotes lost.• Reasons why the quotes were lost.• Monitor the progress of the resources used

compared to what was quoted for the job and the Individual projects.

• Compare actual costs to what was quoted.• Build quotes and jobs

easily from standard templates.

• Attach documents, emails,pictures, etc. to the quote.

• Link time needed to items on the quote.

Quotations

A job allows you to ...• Automatically generate purchase orders.• Track resources used on the job and build up a

history of work done for clients and on specific equipment.

• Separate service and sales type jobs.• Invoice actual or estimated values .• Track serial numbers.• Print various types of job cards.• Attach documents, emails,

pictures, etc. to the job.• Create multiple invoices for

different customers per job.

A job is created from a quote with a single click, however jobs can also be created directly, bypassing the quotation process.

Jobs

Job-SYS allows you to create Pastel purchase orders based on stock availability and material requirements for inventory items and buyouts.

Job-SYS functionality provides…• Visibility into requirements for each job.• Orders are generated specifically for a job and / or

for stock.• Allocate costs directly to the job from suppliers

invoices, improving accuracy and providing traceability.

• Prevent overstocking as a result of incorrect purchasing.

• Supplier price list updates and parts creation.

Purchasing

Allocation of materials, spares, travel, consumables, buyouts, etc supports …• History of resources used on the job. Where the

resources were purchased from, who was the supplier and what did it cost and how much was it sold for.

• Visibility into buyouts.• A record of who the stock was issued to.

• The return of unused material or overruns to the store.

Material Allocations

Monitor the productivity and efficiency of your staff by logging their productive hours to jobs and accounting for the their non productive hours.• Labour is captured for each department / process

on each of the projects for the job.• Track the progress of the job based on hours

captured versus the hours estimated.• Capture time on a job card

basis.• Capture time from time

sheets.• Realtime labour with

barcode scanning of labour.

Labour Allocations

Customer invoices are created in Job-SYS.• Invoices can be based on the quoted or the actual

values on the Job.• Job-SYS allows for one or more invoices to be

generated irrespective of the progress of the job.• Create an invoice for an

alternate customer still linked to the job.

• Credit part or the entire invoice value.

• Create Delivery notes, picking slips and pro-forma invoices.

Invoicing

After all materials, spares, buyouts, labour, etc has been allocated to the job and the job has been invoiced, the job is closed.

When closing the job, the status is changed and the WIP and COS are update where applicable.

The job can be recalled and reopened if needed.

Finalise the Job

• Email quotes, supplier price enquiries, purchase orders and invoices directly from Job-SYS

• Send SMS’s directly to customers from Job-SYS• Create tasks and actions for users• Assign sales reps to quotes and jobs• Assign technicians to jobs• User access and security feature prevents users

from viewing and changing information• Create Supplier price enquiries for purchasing• Locking of quotes, job and projects prevents the

information from being changed

Other Features

Thank you for your interest in