Overview

Service Order Templates are created to standardise and simplify the whole Service workflow. It epitomised Readysell 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 in respect to that machine is required
• when Service Orders are created manually

Since all Service Order Template fields are optional, you can decide how much information to fill in for each template, which provides the flexibility to customise the templates to suit circumstances.

Setting up 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 the details you want to store in the template. You must enter a name, but all other fields are optional. The following fields are often used:
   • Name : What you are going to call the Template
   • Customer - Normally left blank on a template unless you are creating a template to be used for a particular customer.
   • Customer Order - Normally left blank.
   • Workflow Status = Defaults to 'Logged'
   • Select Service 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.
   • Select Return Type - Can select either 'Normal' or Warranty' or can be left blank.
   • Select Product - Can be left blank or can be a service order for a particular product.
4. Optionally, enter details on the Line Items tab:
   • Product : Can be left blank or it could be used to standardise service orders and reduce typing. Example the service order could be for a 'call out fee' or 'Travel time'; or 'A drum that needs to be replaced on a printer' etc. You would then enter these products on the line level as it would be a standard reusable Service Order Template.
   • The values of the product on the service order lines are exactly the same as when doing a service order line.
   • Eg If the template is used to generate a service order to replace a drum on a printer.  In this case you would need products to account for the replaced Drum, Call out fee, Service call fee etc.
5. When you have finished, click Save.

Creating a new service order from a template

1. In the navigation panel, go to Service then Service Order Templates,
2. Click New From Template to create a new service order.
3. Select the service order template you wish to use, then click OK. Readysell will create a new service order with all the information from the template.