Editing Service & Install Orders
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<h3>BOM</h3> | <h3>BOM</h3> | ||
[[File:ClickNewFromBOM.png]] | [[File:ClickNewFromBOM.png]] | ||
− | <br>When you click '''BOM''' (Bill of Materials) you will be prompted to select an item from that customer's equipment list. Once you select equipment, the next screen will show you the Kit Items associated with that equipment. Select the item from the list you want to add to the order | + | <br>When you click '''BOM''' (Bill of Materials) you will be prompted to select an item from that customer's equipment list. Once you select equipment, the next screen will show you the Kit Items associated with that equipment. Select the item from the list you want to add to the order. |
<br>Click [[Customer Equipment]] to learn more about customer equipment. | <br>Click [[Customer Equipment]] to learn more about customer equipment. | ||
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The labor tab only shows labor for the order, the Materials tab only shows material for the order, and Services tab only shows service for the order. SME users that are responsible for dispatch may want to use the labor tab and only see labor items. SME users that are responsible for inventory and ordering parts may want to use the Materials tab to only see material on the order. | The labor tab only shows labor for the order, the Materials tab only shows material for the order, and Services tab only shows service for the order. SME users that are responsible for dispatch may want to use the labor tab and only see labor items. SME users that are responsible for inventory and ordering parts may want to use the Materials tab to only see material on the order. | ||
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== Item Repair Tab == | == Item Repair Tab == | ||
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<br><span style="color:orange"> '''**NOTE**''' </span> For more information on invoicing, refer to the Receivables guide. | <br><span style="color:orange"> '''**NOTE**''' </span> For more information on invoicing, refer to the Receivables guide. | ||
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== Creating Order Templates == | == Creating Order Templates == | ||
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== Applying Prepaid Services and Prepaid Hours == | == Applying Prepaid Services and Prepaid Hours == | ||
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− | <br>Go to the''' [[Prepaid Hours]]''' | + | <span style="color:#ED872D"> '''Prepaid Hours''' </span> |
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+ | If a customer prepaid for hours, you will need to enter the amount they prepaid in the customer record. When adding labor to any service or install order, if there is a balance left on the prepaid hours you will be able to reference it. | ||
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+ | <br>1. Go to the customer record. | ||
+ | <br>2. Select the '''Customer Activities''' tab. | ||
+ | <br>3. Select '''Prepaid Hours''' tab. | ||
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+ | [[File:PrepaidHoursTAb.jpg]] | ||
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+ | <br>4. Click '''New'''. | ||
+ | <br>5. Enter the customers prepaid amounts in the Prepaid Hours window. | ||
+ | <br>'''Date and Taken By''' will be auto-populated. Change as necessary. | ||
+ | <br>'''Quantity''' – hours of labor pre-paid for | ||
+ | <br>'''Rate'''- hourly rate | ||
+ | <br>'''Total''' – this field calculates the total amount paid. | ||
+ | <br>6. Click '''OK'''. | ||
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+ | If a customer has prepaid hours available, when adding labor to a work order, the prepaid balance will display (circled in the image below). Fill out the Labor Editor as you normally would, but make sure you update the hours used in the circled field. This will reduce the prepaid hours balance. | ||
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+ | [[File:PrepaidHours.jpg]] | ||
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+ | <span style="color:#ED872D"> '''Prepaid Services''' </span> | ||
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+ | <br>1. Go to the customer record. | ||
+ | <br>2. Select the '''Customer Activities''' tab. | ||
+ | <br>3. Select '''Prepaid Services''' tab. | ||
+ | <br>4. Click '''New'''. | ||
+ | <br>5. Enter the customers prepaid amounts in the Prepaid Services window. | ||
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+ | [[File:PrepaidServicesWindow.jpg]] | ||
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+ | <br>'''Date and Taken By''' will be auto-populated. Change as necessary. | ||
+ | <br>'''Quantity''' – hours of service | ||
+ | <br>'''Rate'''- hourly rate | ||
+ | <br>'''Total''' – this field calculates the total amount paid. | ||
+ | <br>6. Click '''OK'''. | ||
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+ | Next time you add a service to an order for this company, there will be an additional field (circled below) showing Prepaid Items in the '''Service Item Editor'''. | ||
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+ | [[File:PrepaidServiceItems.jpg]] | ||
== Refresh From Customer in Service Order == | == Refresh From Customer in Service Order == |