Learning contextDemo Retail Group LLC12 stores · 2 distribution centres · AED/SAR/USD · omnichannel replenishmentChange scenario details →
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4. Service contracts, assignments and duties ​

Back to the case study · Previous: 3. A CRM for a manpower company · Next: 5. Payroll, payslips and statutory files

4.1 The contract list ​

Sales > Service Contracts. Supplying people to clients is a sale, so it lives under Sales, not under a module named after the trade; a facility company, a nursing agency or a staffing firm uses the same screen. The words on it are the company's own from its workforce pack: Vigilon's say posts, guards and duties, where a nursing agency's would say assignments, caregivers and shifts. One row per client site: the posts, how many people are assigned, the monthly value, the margin and the last bill.

Service contracts

The strip at the top is the business on one line: 50 contracts, 606 posts, 597 assigned, INR 1,54,30,500 a month at full strength, and INR 1,50,13,142 actually earned from September's duties, all 50 billed. The difference is the duties nobody covered.

4.2 A contract and its posts ​

Open MC-0010, Crescent Jewellers.

Contract and posts

FieldEnteredWhat it does
A duty is priced atMonthly rate / days in the monthA September duty is the monthly rate divided by 30
GSTReverse charge (client pays)Crescent Jewellers is a company, Vigilon a proprietor
Overtime billed at1 x the hourly rate
Principal employer CLRA reg. no.CLRA/PE/KL/1010The client's own registration, printed on registers
Posts6 day guards at 24,500, 5 night guards at 25,500, 2 armed guards at 33,000 a month, each naming its job roleRate against Pay / month gives the margin of each post; the role brings its duty and papers
BilledMonthlyEach post can instead be billed per duty, per day, per hour or fixed
SkillUnskilled / SkilledWhich minimum wage applies

4.3 Guards assigned ​

Guards assigned shows each post with the people on it, by photograph. Assign a person by name or code; end an assignment with a date.

Guards assigned

A person can be assigned at only one site at a time, so the same guard cannot be billed to two clients.

4.4 The duty grid ​

Duties is the month on one screen: one row a person, one column a day. Click a day to cycle P present, H half day, A absent, W weekly off; with Overtime on, a click adds an hour of overtime. All present fills a normal month in one press.

The duty grid

Each mark is an ordinary attendance day in People & Payroll, so one entry serves both payroll and the bill. An absent guard is unpaid that day and the client is not billed for the duty, and the bill says so (chapter 6).

Guards who clock in on their phones (chapter 5) fill these days themselves; the supervisor corrects what needs correcting.

Next: 5. Payroll, payslips and statutory files

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