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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== 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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<h3>Add labor to an order:</h3> | <h3>Add labor to an order:</h3> | ||
− | On the Order Items tab, click | + | 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. |
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[[File:LaborEditor.jpg]] | [[File:LaborEditor.jpg]] | ||
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'''Technician''' – Select the technician that will work on this order. If you don’t know who will do the work, select Unassigned and your dispatch manager will select the technician when the order is ready to schedule. If your SME Administrator set up Work Groups, you can filter your Technician list by selecting a Work Group. | '''Technician''' – Select the technician that will work on this order. If you don’t know who will do the work, select Unassigned and your dispatch manager will select the technician when the order is ready to schedule. If your SME Administrator set up Work Groups, you can filter your Technician list by selecting a Work Group. | ||
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'''Billable Qty''' – Enter the hours you need to bill your customer for. If Equal Billable is checked, this field will be grayed out. | '''Billable Qty''' – Enter the hours you need to bill your customer for. If Equal Billable is checked, this field will be grayed out. | ||
− | + | '''**NOTE**''' If a price book is set for the customer, the Unit Price field will be auto-populated with the price defined in the price book. The price book overrides the service items, so changing the service item will not change the unit price. | |
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<h3>Add material to an order</h3> | <h3>Add material to an order</h3> | ||
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− | <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**''' You 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. | |
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− | '''**NOTE**''' | ||
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<h3>Add a service to an order</h3> | <h3>Add a service to an order</h3> | ||
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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. | ||
− | + | <br>Add text to order items<br> | |
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− | <br> | ||
− | + | You can add text to your order as shown in the image on the right. This can be used to group items on your order together under a description. | |
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+ | <br>1. Click '''New Text'''. | ||
+ | <br>2. A text line is entered on the Order '''Items tab'''. Note the '''Item Type''' is Text. | ||
+ | <br>3. On the line that was created, click in the '''Item Text''' column and type your text. | ||
+ | [[File:textOnOrderItems.jpg]] | ||
− | <h3> | + | <h3>Rearrange order on Order Items tab</h3> |
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− | + | # Click on the line you want to move. | |
+ | # Click your cursor in the Sequence column. | ||
+ | # Use the to change the order. | ||
− | + | [[File:OrderOnOrderItems.jpg]] | |
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− | + | '''**NOTE**'''If you don’t see a column for Sequence on the Order Items tab. | |
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+ | # Right click the column header on the Order Items tab. | ||
+ | # Select '''Add Columns to Grid'''. | ||
+ | # In the window that opens, drag the '''Sequence''' field and drop it in place on the Order Items tab. | ||
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<h3>Labor, Material and Services tabs</h3> | <h3>Labor, Material and Services tabs</h3> | ||
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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