How To | Solution | More Information |
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How to enter and process a Service Order | Click on the new button, enter details for the service order (customer, machine, product, assigned to).Add fault description and save | Enter and process a Service Order |
| How to enter a new service quotation | Click Create, then click New. The Type needs to be changed to SRVQUO (Service Order Quote). Enter details for the service order (customer, machine, product, assigned to). | Enter a new service quotation |
| How to generate a purchase order from a service order | From the service order, click on Purchase from the top panel. Review and update the Purchase Order as needed e.g. increase QTY to be purchased. Click on Complete to process the purchase order . Fill in the Repaired Description. Click on Complete to invoice the customer and complete the Service Order | Generate a purchase order from a service order |
| How to create a new customer from a service order | Form the new service order window, on the top panel, click Create Customer. Enter the customer details (name, card type, payment term and an invoice delivery method). In the Person section, enter a contact name and a telephone number. Enter an email address and customer's address. Click OK to save the change The new customer will be created, and their details will be populated automatically into the service order you are creating. | Create a new customer from a service order |
| How to create activities | From the service order, click on the Calls tab, Click on button New to create a new activity. Enter details (date, start time and end time of the activity, select the type of activity (e.g: Labour or Travel), select the user that will be assigned to this activity, enter the km of travel or the time taken to perform call and enter/search activity Parts if they are needed. Once repair is complete, enter repaired description and save. | Create activities |
| How to create a service order template | | Create a service order template |
How to create a new Service Order from a template | | Create a new Service Order from a template |