Editing Service & Install Orders
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<h3>Add labor to an order:</h3> | <h3>Add labor to an order:</h3> | ||
− | On the Order Items tab, click '''Labor''' and the Labor Editor window will open. This is where you will enter the estimated hours required for your technicians, the hours you are billing the customer, the type of service they are performing, select the technician (if you know the technician) and the date of the service. | + | On the Order Items tab, click '''New Labor''' and the Labor Editor window will open. This is where you will enter the estimated hours required for your technicians, the hours you are billing the customer, the type of service they are performing, select the technician (if you know the technician) and the date of the service. |
<br><br>Click '''[[Labor Editor Defaults]]''' to learn about setting up labor editor default values | <br><br>Click '''[[Labor Editor Defaults]]''' to learn about setting up labor editor default values | ||
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<h3>Add material to an order</h3> | <h3>Add material to an order</h3> | ||
− | Click | + | Click [[Add Items to Orders]] for an overview of the Add Items to Order window.<br> |
− | <br>1. On the Order Items tab, click '''Material''' and the '''Select Inventory Item''' window will open. | + | <br>1. On the Order Items tab, click '''New Material''' and the '''Select Inventory Item''' window will open. |
<br>2. Double click on the item you need to add to the order. | <br>2. Double click on the item you need to add to the order. | ||
<br>3. The '''Add Items to Order''' window will open. Notice the description of the material and the price and cost at the bottom. The cost is determined by the inventory item. The Price is determined first by the price in the inventory item, but if your customer has a price book assigned, the price book drives the cost. | <br>3. The '''Add Items to Order''' window will open. Notice the description of the material and the price and cost at the bottom. The cost is determined by the inventory item. The Price is determined first by the price in the inventory item, but if your customer has a price book assigned, the price book drives the cost. | ||
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<br>5. Click '''OK'''. | <br>5. Click '''OK'''. | ||
− | The material is added to the order. You will need to | + | The material is added to the order. You inventory manager will need to select stock or place a PO for material if you do not have stock for this item. |
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'''**NOTE**''' Your SME Administrator may have associated labor hours with a material. If so, when you click OK on the Add Items to Order window, the Labor Editor window will open with the Scheduled Qty field populated with the hours.<br> | '''**NOTE**''' Your SME Administrator may have associated labor hours with a material. If so, when you click OK on the Add Items to Order window, the Labor Editor window will open with the Scheduled Qty field populated with the hours.<br> | ||
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<br>Note that you must have the permission in your user group to allow you to add material on the fly. To add this permission, your SME Administrator will need to go to your user group and check '''Allow adding new inventory from orders'''. | <br>Note that you must have the permission in your user group to allow you to add material on the fly. To add this permission, your SME Administrator will need to go to your user group and check '''Allow adding new inventory from orders'''. | ||
− | # On the | + | # On the Materials Tab, click '''New Material''' |
# Click '''Cancel''' on the Search View window | # Click '''Cancel''' on the Search View window | ||
# A blank Material Editor window will open | # A blank Material Editor window will open | ||
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'''**NOTE**''' When you add a service to an order, it will not show on the dispatch calendar. Only adding labor will show on the Order Dispatch window. | '''**NOTE**''' When you add a service to an order, it will not show on the dispatch calendar. Only adding labor will show on the Order Dispatch window. | ||
− | <h3>BOM</h3> | + | <h3>New from 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 '''New from 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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<br>You can add a text line on the Order Items tab and use the text line as a parent. | <br>You can add a text line on the Order Items tab and use the text line as a parent. | ||
<br>[[File:TextItemUsedAsParent.png]] | <br>[[File:TextItemUsedAsParent.png]] | ||
− | <br>1. Click '''Text''' | + | <br>1. Click '''New Text''' |
<br>2. In the Order Detail Editor window, locate the '''Name''' field and enter a description for the text. | <br>2. In the Order Detail Editor window, locate the '''Name''' field and enter a description for the text. | ||
<br>3. Click '''OK'''. | <br>3. Click '''OK'''. | ||
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<br>You can also add a text line to subtotal the items contained under a parent. | <br>You can also add a text line to subtotal the items contained under a parent. | ||
− | <br>1. Click '''Text''' | + | <br>1. Click '''New Text''' |
<br>2. In the Order Detail Editor window, select '''SubTotal''' at the top | <br>2. In the Order Detail Editor window, select '''SubTotal''' at the top | ||
<br>3. Enter a '''Name''' | <br>3. Enter a '''Name''' | ||
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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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[[File:OrdersTotalsTab.jpg]] | [[File:OrdersTotalsTab.jpg]] | ||
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== Rates and Assignments Tab == | == Rates and Assignments 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 == | ||
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== Rental Items == | == Rental Items == | ||
− | Click | + | Click [[Rental Items on Orders]] to learn how to return rental items on orders using the barcode button at the top of SME. |
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== Reduced Quantity of Material that is Reserved == | == Reduced Quantity of Material that is Reserved == |