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- In the Navigation panel, go to Service then Service Order Templates,.
- Click New to create a new template.
- Enter template details, except for Name all other fields are optional. Typically these fields are :
- Name of the template
- Customer - usually left blank unless you are creating a template for a particular customer
- Customer Order - usually left blank.
- Workflow Status - defaults to 'Logged'
- Order Priority - can be left blank and selected at the time of creating the service order, or a priority can be selected for this template.
- Return Type - can select either 'Normal' or Warranty' or left blank.
- Product - can be left blank or unless you are creating a template for a particular product
- Optionally, enter details on the Line tab:
- Product - could be used to standardise service orders e.g. typical service order charged components consists of 'call out fee', 'Travel time' or 'Labour time'. Enter each of these in a product on the line to reduce work
- Click Save to save the template.
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- In the Navigation panel, go to Service then Service Orders
- Click New From Template to create a new service order.
- Select the applicable service order template, then click OK. Readysell will create a new service order with all the information from the template.
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- Fill in the required details and save