Jobs can include services, special orders, parts, miscellaneous charges, and shipping. After these items are added, you can update their statuses to show progress and finalize the job when it is ready for pickup or payment.
Add a vendor service to a job
Use a vendor service when part of the job needs to be completed by a vendor, such as engraving, repair, cleaning, appraisal, or custom work.
Open the Job record.
Click Add Service.
Select the service type.
Click Next.
If needed, select a Vendor.
If needed, select a Vendor Contact.
Select the Vendor Service.
Review the service details that populate automatically, such as description, cost, and price.
Complete any remaining required fields.
Click Save.
If you select a vendor first, the vendor service list will narrow to services linked to that vendor. If no vendor is selected, Pavilion will show all services for that service type.
Add or manage special orders in a job
Special orders can be added to a job when an item needs to be ordered as part of the job process.
Open the Job record.
Click Add Special Order.
Complete the required special order details.
Click Save.
After the special order is added, use the dropdown next to the special order line item to update its status.
Select Mark as Ready when the special order item is ready.
Understand service and special order statuses
Jobs can include both services and special orders. Each line item has its own status, which helps you track whether that part of the job is still in progress or complete.
Service statuses
Services typically move from Open to Closed.
Open means the service is still in progress.
Closed means the service is complete.
To update a service, open the dropdown next to the service line item and choose the appropriate action:
Select Mark as Closed when the service is complete.
Select Mark as Open if you need to reopen the service.
Special order statuses
Special orders typically move from Pending to Ready.
Pending means the special order is not ready yet.
Ready means the special order item is ready for the customer or for the next step in the job.
To update a special order, open the dropdown next to the special order line item and select Mark as Ready.
Job ready status
When all services are Closed and all special orders are Ready, Pavilion may prompt you to mark the full job as ready. This updates the job-level Is Ready checkbox.
Mark the job as ready
Confirm that all service line items are Closed.
Confirm that all special order line items are Ready.
When prompted, choose whether to notify the customer.
Click Mark as Ready.
Confirm that the Is Ready checkbox is selected on the job.
Finalize a job
After the job is ready and the customer has picked it up, you can finalize it through POS.
Open the Job record.
Click Add to POS.
In POS, confirm the job line items and payment details.
If the item is ready for pickup, check Fulfilled.
Confirm or update the Fulfillment Date.
In the Payments section, click Add.
Select the payment type.
Click Add Payment.
Click Finish to finalize the job.
