Getting started with service orders
The topics in this section provide you with information about how to use the Service orders functionality within Readysell.
- Entering and processing a Service Order without Call Activities
- Entering a new service quotation and accepting the service quote
- Copying a service quote to a sales quote
- Accepting and processing an existing service quotation
- Generating a return from a service order
- Generating purchase orders from a service order
- Creating a new customer from a service order
- Entering and processing a Service Order Warranty
- Viewing a machine service history
- Use cases for generating a preventative maintenance (PM) message for a service order
- Displaying quotes and outstanding service orders in one list
- Service Order Meter Counts to be included or excluded from Meter Count Run
- Automating Service Order Calls for Service orders (auto warehousing)
- Service Calls
- Set up of Manufacturer Warranty on Service Order & Inserting the Service order for Warranty
- Entering and Processing a Service order with call activities
- Re-Opening a Service Call Activity
- Determine if Service Calls are posted with Appearance Rules
- Creating a Service Quote from Service Calls and Linking it
- Associating a location with a technician to track van stock Van Location
- Getting Started With Service Orders Worked Examples
- Creating an Import for Service Order Call Activities from an existing saved spreadsheet.
- Entering a new service quotation and accepting the service quote for a non existing customer