Editing Service & Install Orders
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== Orientation == | == Orientation == | ||
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Below are the different sections of a service or install order. Depending on the permissions your SME Administrator created, you may not have access to all the areas described below. | Below are the different sections of a service or install order. Depending on the permissions your SME Administrator created, you may not have access to all the areas described below. | ||
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[[File:ServiceAndInstall1.jpg]] | [[File:ServiceAndInstall1.jpg]] | ||
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== Create a new Service or Install Order == | == Create a new Service or Install Order == | ||
− | + | You can create a new order from a customer record or directly in the Service or Install module. If you need to create an order for a new customer, first create the customer record, then create the order. | |
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− | You can create a new order from a customer record or directly in the Service or Install module. If you need to create an order for a new customer, first create the customer record, then create the order. | ||
'''From a customer record:''' | '''From a customer record:''' | ||
<br>1. Open customer record. | <br>1. Open customer record. | ||
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− | [[File:Action_New.jpg]] | + | <br>2. Click '''Actions''', '''New Service Order''' or '''New Install Order'''. |
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+ | [[File:Action_New.jpg]] | ||
'''From the Service or Install module:''' | '''From the Service or Install module:''' | ||
<br>1. Click '''New'''. | <br>1. Click '''New'''. | ||
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<br>2. The '''Search''' window will open. Double click on the customer you want to create the order for. | <br>2. The '''Search''' window will open. Double click on the customer you want to create the order for. | ||
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<br>3. A new order is created. The customer information will populate the order such as site, billing and mailing information, the invoice type, the customer price book, and the customer’s tax group. | <br>3. A new order is created. The customer information will populate the order such as site, billing and mailing information, the invoice type, the customer price book, and the customer’s tax group. | ||
− | '''From anywhere in SME:''' | + | ''' |
+ | From anywhere in SME:''' | ||
# Click '''New''' in the menu at the top of SME. | # Click '''New''' in the menu at the top of SME. | ||
# Select '''Service''' Order or '''Install Order'''. | # Select '''Service''' Order or '''Install Order'''. | ||
− | + | You can type '''Ctrl+Alt+S''' to create a new service order, or '''Ctrl+Alt+I''' to create a new install order. | |
[[File:New_Menu.jpg]] | [[File:New_Menu.jpg]] | ||
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The site, billing and mailing information is pulled from the customer record. On the right, there are fields specific for this order. Below is a description of the fields. | The site, billing and mailing information is pulled from the customer record. On the right, there are fields specific for this order. Below is a description of the fields. | ||
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+ | [[File:DetailsAndSettings.jpg]] | ||
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'''Order #''' - when the order is saved, the order number is populated. This is a unique number you can use to look up orders. | '''Order #''' - when the order is saved, the order number is populated. This is a unique number you can use to look up orders. | ||
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[[File:CommonServices.jpg]] | [[File:CommonServices.jpg]] | ||
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