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Company Tab Explained

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Chapter 3.2

Last order number (alpha/numerical field) – shows last order number used for this client on a job

Client order number required (tick box) – is a client order number required?

Deny copy of last number (tick box) – do you want to deny the last purchase order number used to book a job?

Contact ABN (numerical field) – the client ABN is entered here

ACN (numerical field) – the client ACN is entered here

Alert for jobs booked to client (tick box)

Don’t break up jobs per day (tick box)

Account classification (drop down boxes) – will create all shifts under the one job if more than one day

Account status

Inactive client (tick box) – is client no longer using your services?

Suspended (tick box) - useful when client has outstanding invoices but no more jobs are to be booked under them

Client Under Contract (tick box) – if ticked will go to Tender/Contract Information side of tab to determine how client billed etc.

Web password (alpha/numerical field) – password for SMS/Email job confirmation to client

SMS/Email Job Confirmations (tick box) – do you want to send client job SMS or Email confirmations?

Tender/Contract Information

Contract Amount (numerical field) – what is the total contract amount?

Contract Labour content (numerical field) – what is the total labour content amount?

Wage to Revenue % (numericalfield) – what is the percentage of wages out of total revenue?

Commenced (date/tick box) – date contract commenced

Terminated (date/tick box) – date contract terminated

Contract managed by (alpha/numerical field) – who the contract is managed by (in house)

Tender Due (date/tick box) – date tender is due

Currently With (alpha/numerical field) – who the tender is currently with (company name)