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

Creating a new service order template

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

See Service Order 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