Order
Screen
The
Order screen is where the parts and labor repair lines, the heart of the Manager
order, are created and maintained.
To enter order information in the Order
Screen:
1.
Select a service writer from the Written By pull-down choice
list.
2. Change
the Promised time, if necessary.
3.
Change the Promised date from the current date, if necessary. Overtype
the current date or select a new date from the popup calendar.
4. Type in
a Hat #, and/or Ref #, in accordance with your shop's policy for identifying
customer vehicles.
5.
Enter the incoming odometer reading in the In field.
6. Add
parts and labor using the dialog boxes accessed from the Repair Lines Button
Bar. Your parts and labor items, along with any discounts are shown in the
Repair Lines grid.
Refer
to Building Repair
Lines for detailed instructions on creating repair lines in
Manager.
Once
your repair lines have been built, your Order is complete. The Order
Options dialog box provides options for changing the status of your
order as well as a number of other functions.
7. Select
Options, if necessary, to open the Order Options dialog box.
Refer
to Order
Options for detailed instructions on working in the Order Options
dialog box.
8. Select
Done to close the Order Options dialog box.
9. Select
Exit to close the Order panel.
The
new order is displayed in the Work-In-Progress screen.
E-mailing
It’s no longer necessary to convert a document into pdf form using an external application for e-mailing or archiving purposes. SE will convert an Estimate, Repair Order, or Invoice to a pdf that will be attached to an email that’s already been populated with customer information. Simply click the Email button at the bottom of the screen. If you don't have an email recorded in the system, you will be prompted to add one. Once a valid email is entered a new email message is created with your default email program and a PDF of the order is added as an attachment.
Note: Please note that this functionality requires a MAPI compliant email client such as Microsoft Outlook, Outlook Express or Mail.
See also...
Building Repair Lines
Changing
Order/Status Revision
