Editing Recurring Orders
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See the video below for an overview of Recurring Orders | See the video below for an overview of Recurring Orders | ||
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'''Purpose'''<br> | '''Purpose'''<br> | ||
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== Create a Recurring Order == | == Create a Recurring Order == | ||
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− | + | # In the Service & Install module, click '''Recurring Order'''. | |
− | + | # Click '''New''' and select the customer the order is for. | |
− | + | # In the '''Order Summary''', type a description of the recurring order. | |
+ | # '''Details and Settings tab''' - Site information is populated. Select the information that applies and check the days of the week the customer is available. When SME calculates the recurring dates, it will generate the order only on the days selected here. | ||
<br>[[File:RecurringOrder_DetailsAndSettingsTab.png]] | <br>[[File:RecurringOrder_DetailsAndSettingsTab.png]] | ||
− | + | # '''Work Requested tab''' – Type a description on the services requested side for your techs on the service they are to perform. | |
<br>[[File:RecurringOrder_ServicesRequestedTab.png]] | <br>[[File:RecurringOrder_ServicesRequestedTab.png]] | ||
− | + | # '''Order Items tab''' – You can add labor, materials or services to the recurring order. The frequency set up in the labor item, service item or material is what drives the recurring orders. | |
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In each, you will set up the frequency using the following fields: | In each, you will set up the frequency using the following fields: | ||
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* '''Next Date''' – Select the next service date | * '''Next Date''' – Select the next service date | ||
* '''Frequency''' - Select day, week or month | * '''Frequency''' - Select day, week or month | ||
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Click '''Yes'''. When SME completes generating the service records, go to the Service module to find the orders. Using the Search window, you can sort by order number. All the new orders generated will have the latest order numbers. Schedule your technicians and invoice the order as you would any other service order. | Click '''Yes'''. When SME completes generating the service records, go to the Service module to find the orders. Using the Search window, you can sort by order number. All the new orders generated will have the latest order numbers. Schedule your technicians and invoice the order as you would any other service order. | ||
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== View Recurring Order History == | == View Recurring Order History == | ||
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<br>5. In Enter View Name window, either enter a new name or click OK to overwrite the existing name. | <br>5. In Enter View Name window, either enter a new name or click OK to overwrite the existing name. | ||
<br>To learn more about the search window, click [[Search Window]] | <br>To learn more about the search window, click [[Search Window]] | ||
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