Editing User:High5
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| + | = Service and Install Orders = | ||
| + | The service or install order records the location of the job, specifies the work to be completed and includes products, services or labor hours required for the job. The order will show the billing address, the total order and tax amount, and related purchase orders. An order is created for a customer. Material added to an order is linked to SME’s Inventory module. Labor added to an order is linked to SME’s Order Dispatch window. | ||
| + | [[File:ServiceAndInstall1.jpg]]<br> | ||
| + | '''1'''<br> | ||
| + | '''New''' – Create new order<br> | ||
| + | '''Search''' – Search orders<br> | ||
| + | '''Navigate''' – Jump to order by order number<br> | ||
| + | '''First''', '''Next''', '''Prior''', '''Last''' – Tab through orders<br> | ||
| + | '''Refresh''' – Refresh window to see calculated fields update.<br> | ||
| + | '''Edit''' – Click to make changes to the order.<br> | ||
| + | '''Delete''' – Delete the order.<br> | ||
| + | '''Print/Email''' – Print or email the order. The printed orders, or reports, can be customized in the reports module.<br> | ||
| + | |||
| + | '''2''' <br> | ||
| + | '''Order Status''' -Open, Closed or Invoiced. Separate from the Order Status field on Details and Settings.<br> | ||
| + | |||
| + | '''3''' | ||
| + | '''Action''' – Close an order, invoice an order, or create PO for order. | ||