# Job Module
The Job module tracks shipping and logistics jobs on a Job Card — booking party, consignee, bill of lading, container, and estimated cost versus sale — then posts actuals from sale invoices, purchase invoices, expenses, credit notes, and debit notes.
Getting Started
- Job Type — create types before the first job (child-job flag, default sale/purchase type, job number format).
- Service Items — Job Card cost/sale lines use service items, not inventory SKUs.
- Job Card — create the job, approve it, then raise invoices and expenses from the card.
- Job Dashboard — total, on-going, and completed job counts.
Workflow
Job Type
Name the job class, optionally allow child job cards, and set default sale/purchase types and numbering.
→
Job Card
Enter parties, shipping details, and estimated cost/sale lines. Save as Draft, then Approve.
→
Linked documents
From an Approved or Closed card: create Sale Invoice, Pro Forma Invoice, Purchase Invoice, or Expense. Allocate those lines back to the job.
→
Reports
List jobs, open a single-job costing summary, or compare estimated vs actual profit.
Actuals come from allocations — estimated cost and sale live on the Job Card lines. Actual cost and sale come from Job Card Allocation on approved invoices, expenses, credit notes, and debit notes.
Transactions
| **Topic** | **Description** |
|-----------|-----------------|
| Job Dashboard | Counts of total, on-going (Approved), and completed (Closed) jobs. |
| Job Card | The job record — parties, shipping, estimates, status, and create-document actions. |
| Job Type | Master data that classifies jobs and supplies defaults. |
Job Card Allocation is not a left-menu screen. It is opened from an approved sale invoice, purchase invoice, credit note, debit note, or expense with Add Job Card Allocation.
Reports
See the full index: Job Reports (job list, single-job costing, and estimated vs actual profit).
FAQ
How is Job different from Project?
Job Card is a shipping/logistics job with BL, container, and service-item costing. Project is a longer engagement with tasks, budgets, and daily schedule.
Do Job Cards post to accounts?
No. The Job Card holds estimates. Accounts post when you approve the linked sale invoice, purchase invoice, expense, credit note, or debit note.
Where do actual cost and sale come from?
From Job Card Allocation on those documents. Job Card Summary and Job Card Wise Profit use those allocations.
Can one job have child jobs?
Yes, when the Job Type has Has Child Job Card on. Approve a parent card, then create sub job cards linked to it.