Job File

What we see above is what the job file looks like. We can broadly divide it into three main divisions, one which contains the information about the job, the second division is where the cost and billing information is to be entered and the third division is for attaching files related to the Job and also to maintain version history of the Job.

We will begin with a step by step tutorial for the first part of the job file -

Job No.

If you wish to have a specific job number it can be entered manually but pressing <ENTER> key automatically generates a job number. The system gives the option of either creating a new job or copying from an existing job.

NOTE – this feature is common throughout NEOSYS and also applies to ‘costs’ (PO/PI) and ‘billing’ (estimate/invoice) file.

Period

Indicates the current month and year and is updated automatically.

Brand

Indicates the client and brand data. Press F7 to choose the brand from the existing list or press F6 to create a new brand.

Company

Indicates the code of the company which is represented by the executive preparing the job file.

Status

Indicates the status of the job which by default is ‘open’ and could otherwise be ‘closed’ and ‘reopened’.

NOTE – not all users are given the authority to alter the status of the job file.

Market

The market in which the product is to be advertised.

Type

Indicates the type of the job. Pressing F7 to select from an existing list of options or Press F6 to create a new type.

Jobs can have one type or more than one type i.e. A job can have Printing and along with it job can also have artwork and creative design and all this types cannot be selected together.

So in this case neosys has an option to leave this field blank and enter the type in an estimate and in the proper line.

Executive

The user ID which was used to sign into NEOSYS.

Attention

Indicates the name of the client representative.

Description

It is a sort of a header, usually between one or two words, to the detailed information which is entered in the following column.

Brief

This contains detailed technical information regarding the type of media chosen for the advertising. We also have the option of copying the ‘brief’ to the estimate or the purchase invoice. The details mentioned in the brief can also used later for reference purposes.

NOTE – the nature of information entered in the ‘brief’ may differ based on the mode of functioning of the agency.

NOTE – at all times please press F9 to save the data before moving on to another window.

Purchase order and Estimate/Invoice

Purchase Order and Estimate/Invoice are explained in the Purchase Request/Order/Invoice File and Estimate/Invoice file

File Archives

We can store files related to the job (e.g.: Artwork Samples etc)

Job versions

Displays the version history of the current Job.