Service Order Templates
Overview
Service Order Templates are created to standardise and simplify the Service workflow. It epitomised Readysell's approach to the build-once-use-many-times strategy to maximise reusability and minimise the amount of work required to create a Service transaction.
Service Order Template is used
- when Service Orders are being created automatically from :
- Cases workflow by using the Generate Service Order from case actions
- Meters workflow where the meter is set to create service orders conditionally e.g.
- when toner level drops below a certain level or
- where a meter reading reaches a particular count.
- Machines workflow where the service order for that machine is required
- when Service Orders are created manually
Except for 'Name' all other Service Order Template fields are optional so you decide how much information to fill in for each template. This provides the flexibility to customise the templates to suit applications.
This feature is not available in Readysell Lite.
Getting Started
Reference
Buttons
There are no custom buttons for this list. Refer to Common Buttons.
Fields
| Name | Description |
|---|---|
| Type | This is the transaction type for this service order template (i.e.: SRVTMP (Service Order Template) |
| Number | The document number (system generated on a save) for the transaction of this service order |
| Status | The transaction's current status |
| Date | The date and time the service order was created. |
| Customer | This is the customer for this service order |
| Customer Order | This field shows the Customer Order number for this service order |
| Workflow Status | The workflow progress status for this service order |
| Service Order Priority | The service order priority |
| Order Type | Select the order type of the service order |
| Product | This is the product for this service order |
| Name | The name of the template |
| Machine | This is the machine for this service order (if there is a machine required) |
| Serial Number | This is the serial number for the machine |
| Assigned To | This is the user/technician for this service order |
| Product Description | This is to enter an actual detailed description of the product |
| Fault Description | The fault description for the service order (Default fault descriptions can be pulled from Standard Notes) |
Lines Tab
Line Details tab
| Name | Description |
|---|---|
| Margin | This is the dollar value margin for this line |
| Price Code | The price code on this line (where the price is calculated from) |
| Unit Cost Ex Tax | This field shows the unit cost excluding tax for this line |
| Gross Profit % | The gross profit for this line expressed as a percentage (%) |
| Value Ex Tax | This is the Value Ex tax ordered for this line |
| Unit Tax | This field shows the unit tax for this line |
| Status | Please select this line's status (Allocated / Back Ordered / In Stock / Purchased / Received) |
| Supply Type | This is the supply type for this line |
| Warranty | This is the warranty period for this line |
| Warranty Expiry | The warranty expiry date for this line |
Line Notes
Name | Description |
|---|---|
| Text Field | This is where you key in notes for this line. Any further descriptions or details that need to be detailed and recorded against this line |
Product Summary
Name | Description |
|---|---|
| Qty in Hand | The current stock on hand |
| Qty Available | The actual stock on hand available after every stock movement has been taken into consideration. A true and accurate picture of the actual stock on hand |
| Unity Quantity On Hand | As stock can be sold as eaches and/or boxes etc, the system will give you the stock on hand based on what the actual sell unit is |
General tab
Field | Description |
|---|---|
| Value Ex Tax | The total value of the transaction excluding tax |
| Tax Value | The total value of tax (GST) is applied to the product movement. |
| Value Inc Tax | The total value of the transaction including tax |
| Cost Ex Tax | The transaction total cost before tax |
| Margin | Margin in terms of the dollar value of the sale |
| Gross Profit % | The gross profit made on the product is expressed as a percentage. |
| Total Labour Actual | The total dollar value of charged Labour |
| Site | The site where the service will be. |
| Period | The period for this service order in YYYYMM format |
| Return Type | If returned, what sort of Return type is it (Normal / Warranty) |
| Date In | The Date the service order came in |
| Date Due | The Date the service order is due to be completed by |
| Date Out | The Date the service order is due to go back out to the customer |
| Created By | The Readysell user who created this card. |
| W/F Change Due | The date the W F change is due to happen by |
| Document Group | What document group it falls under |
| Supplier | This is the supplier for this serial number |
| Token | This is the alphanumeric code that Readysell generates that the customer needs to quote when emailing or contacting you about their service order. It links all emails, sent and received, back to that service order. |
Customer
Name | Description |
|---|---|
| ABN | The ABN for the customer |
| Contact Name | The customer's card contact name |
| Email Address | The emailed address for the contact |
| Fax | The fax number for the contact |
| Name | The contact name |
| Phone | The phone number of the contact |
| Street 1- 4 | The full address of the customer |
| Suburb | The suburb/state/postcode of the address |
Status Records/ Log Tab
| Name | Description |
|---|---|
| Text Field | This is the text for the service order note |
| Created Date | Date and Time the service order note was created |
| Created By | Who created the service order log |