Creating a new service order template

Create a Service Order Template

1. In the Navigation panel, go to Service then Service Order Templates,
2. Click New to create a new template.
3. 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
4. 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
5. Click Save to save the template.

Create a new Service Order from a template

1. In the Navigation panel, go to Service then Service Orders
2. Click New From Template to create a new service order.
3. Select the applicable service order template, then click OK. Readysell will create a new service order with all the information from the template.