Rates and Assignments -orders

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RatesAndAssignments.jpg


Price Book

If you assigned a price book to the customer, then when you create an order for a customer the order is automatically assigned the price book.

Labor Rate

This is pulled over from the customer record.

Premium Hour

This is pulled over from the customer record. If you click on the Totals tab, you will see the Premium Hour in the Premium field.

Trip Charge

This is pulled over from the customer record. If you click on the Totals tab, you will see the Trip Charge in the Trip Charge field.

Sales Person

Automatically populated with the Salesperson assigned to the company you are creating the order for. Use the drop down to change.

Lead Tech.

Select the lead technician for this order.

Primary Tech.

When adding labor for this order, the Primary Tech will automatically populate the technician field in the Labor Editor. You set a company’s Primary Tech in the Customer record, Account tab.

Secondary Tech

The secondary tech. is pulled from the customer record.

Assigned To

The first technician you assigned in the technician field in the Labor Editor window for this order. If you change the technician in the Labor Editor, the Assigned To field is not updated.

Class

Pulls from the Class set in the Customer record, Account tab.