# Job Type

<p class="doc-lead">Job Type classifies Job Cards and supplies defaults — whether the job can have child cards, the default sale and purchase types used when you create documents from a card, and the job number format.</p>

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<p class="doc-toc-title">On this page</p>
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<div class="doc-toc-links">
<a href="#/job/job-type?id=overview">Overview</a>
<a href="#/job/job-type?id=fields">Fields</a>
<a href="#/job/job-type?id=how-it-works">How It Works</a>
<a href="#/job/job-type?id=actions">Actions</a>
<a href="#/job/job-type?id=faq">FAQ</a>
<a href="#/job/job-type?id=related">Related</a>
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</div>
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<h2 id="overview">Overview &amp; List View</h2>

Go to <b>Job → Job Type</b> from the left menu.

Create types before the first Job Card. Only Active types appear on new cards.

<b>List columns</b>

`Id`, `Name`, `Has Child Job Card`, `Description`, `Status`

<b>Quick filters</b>

| **Filter** | **Shows** |
|------------|-----------|
| Active | Active types (default) |
| Suspended | Suspended types |

<b>Advanced filters</b>

`Id`, `Status`, `Created date`

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<h2 id="fields">Fields</h2>

| **Field** | **Description** |
|-----------|-----------------|
| Name * | Type name shown on Job Cards and reports. |
| Has Child Job Card | When on, cards of this type can be a parent or a sub job card. See <a href="#/job/job-card?id=child-jobs">Parent and Sub Job Cards</a>. |
| Description | Optional note. |
| Default Purchase Type | Pre-filled on purchase invoices created from a card of this type. Only Active purchase types. |
| Default Sale Type | Pre-filled on sale invoices and pro formas created from a card of this type. Only Active sale types. |
| Transaction Id format | One row for Job Card. Set <b>Auto generate id</b> to Yes or No, plus Prefix and Suffix. Starting No is enabled when auto-generate is Yes. |

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<h2 id="how-it-works">How It Works</h2>

- Changing <b>Has Child Job Card</b> after cards exist changes which shipping fields appear on new and edited cards of that type.
- Default sale and purchase types are copied onto documents created from the card. You can change the type on that document before save.
- Suspend a type to hide it from new Job Cards. Existing cards keep the type.

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<h2 id="actions">Actions</h2>

| **Action** | **Description** |
|------------|-----------------|
| New | Create a type. |
| View / Edit | Open the type. |
| Suspend / Activate | Hide or restore the type for new cards. |

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<h2 id="faq">FAQ</h2>

<b>Do I need more than one Job Type?</b><br>
Use separate types when jobs need different numbering, different default sale/purchase types, or a parent/child structure (for example FCL vs LCL, or a master BL that splits into house BLs).

<b>What happens if I leave default sale type empty?</b><br>
The sale invoice created from the card will not pre-fill a sale type. Choose one on the invoice.

<b>Can I delete a Job Type?</b><br>
Delete is available when no Job Card depends on it. Otherwise suspend it.

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<h2 id="related">Related</h2>

<ul>
<li><a href="#/job/job-card">Job Card</a></li>
<li><a href="#/sales/sale-types">Sale Types</a></li>
<li><a href="#/purchase/purchase-types">Purchase Types</a></li>
</ul>