ERP Jobs

ERP Jobs is Riv's workshop and repair job card add-on for ERPNext Desk. Your team tracks each repair from booking through assessment, quotation, parts, repair, invoicing, and collection — all on one Job record with guided workflow buttons.

It runs on the same ERPNext site as your back office (catalog, stock, and accounts). It is separate from D4 Connect — your online storefront does not show job cards — but both can share customers, items, and invoices when you use Riv for commerce and workshop operations.

What you can do

Area	What it covers
Job cards	Create jobs, print booking slips and unit labels, track status on the floor
Roles	Front desk (Job User), workshop manager (Job Manager), bench technician (Job Technician)
Quotations & invoices	Link standard ERPNext quotations and sales invoices to each job
Parts	Request parts via purchase or issue from stock; status updates when goods are received
Reports	Open jobs, technician workload, jobs awaiting approval, outstanding payments

Who this is for

Role	Typical tasks
Front desk / booking clerk	Create jobs, confirm bookings, send quotations, notify customers, record collection
Workshop manager	Assign technicians, approve workflow steps, close jobs, run daily reports
Bench technician	Complete assessment and repair, request parts, use My Assigned Jobs

You need an ERPNext Desk login. Technicians also need an Employee record linked to their user account so assignments and permissions work correctly.

Typical repair journey

Counter pickup customers usually pay at collection. Delivery and trade accounts may close on account with unpaid invoice — see Invoicing and payments.

How ERP Jobs relates to D4 Connect

System	Purpose
D4 Connect	Online shop — products, cart, checkout, merchant dashboard
ERP Jobs	In-shop repair workflow — job cards, workshop status, repair invoicing

Many Riv merchants use D4 Connect only. ERP Jobs is an optional add-on when you run a repair or service workshop on ERPNext (for example electronics repair, appliance service, or trade workshop).

When both are enabled on your ERP site:

• Parts and stock can be shared — the same items you sell online can be issued to jobs.
• Customers can exist in both systems; workshop staff work in Desk, shoppers use your storefront.
• Online orders and repair jobs are different record types — they do not automatically merge.

Deep dive: ERP Jobs and D4 Connect.

Not sure which system to use?

Selling products on your website → D4 Connect. Tracking a unit through repair on the bench → ERP Jobs in ERPNext Desk.

Guides

Start here

• Getting started — open Desk, roles, and your first job
• Repair workflow — counter pickup and delivery paths from booking to close

Configuration and roles

• Job types and settings — assessment fees, fulfillment modes, Job Settings
• Roles and permissions — Job User, Manager, Technician, Employee setup

Operations

• Parts and stock — purchase vs stock issue, awaiting parts, auto-advance
• Invoicing and payments — assessment fee, repair invoice, pay at pickup
• Printing and customer comms — slips, labels, workflow emails
• Reports — when to use each report

Help

• Troubleshooting and FAQ — gates, permissions, unpaid invoice at collection
• D4 Connect relationship — shared items, separate workflows

ERPNext Desk reference

ERP Jobs builds on standard ERPNext documents (quotation, sales invoice, stock movements). For general Desk navigation and linked document types:

Introductionhttps://docs.frappe.io/erpnext/user/manual/en/introductionQuotationhttps://docs.frappe.io/erpnext/user/manual/en/selling/quotationSales Invoicehttps://docs.frappe.io/erpnext/user/manual/en/accounts/sales-invoice

Related

• D4 Connect — online storefront and merchant dashboard
• D4 Connect merchant guides — products, orders, and inventory online
• Back-office desk — general ERP Desk for warehouse and accounting (not workshop job cards)

Riv staff

Installation, architecture, and deployment: internal ERP Jobs docs