The Current Order Window |
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What it is: Displays the vehicles you are currently working on. You can also view workthat has been completed , On Hold , Estimates , or viewAll by clicking the respective Buttons.This button will show the estimated Profit or Loss on the selectedWork Order/Invoice
You can also change the way the current work orders are view on screen by using theTABS along the top of the Work Order Browse Window.When you first open Point of Sale the work orders are Keyed on Customer name.You can find a work order by simply typing in the first few letters of the customer'slast name, this will highlight the order you are looking for.By Clicking on the By License TAB, the orders will be Keyed (Sorted) by the vehicle'sLicense Number Tag. Again, just type in the first few characters for the License to find.Priority TAB If you are using Priorities, you can click this TAB and select a priorityfrom the Drop Down menu. This will show only orders with the selected Priority.Warranty TAB By click this tab, the orders will be filtered and show only work orders that have Warranty work in the Detail.Date TAB Large shops will use this tab to view Work Orders by Date the vehicle wasentered into the Current Work Order file.Browse WindowThis is called a Scrolling Browse Window, you can make the items in the windowscroll up and down, and left and right using the scroll bars on the right side and bottomof the window. This allows you to see all work orders in progress and also view moreinformation about each order that may not be visible to the right.Other things you can do with the Scrolling Browse Window.Right Clicking the Mouse Gives you a menu of OptionsInsert New allow you to Add a new Work OrderChange Allows you to change an existing Work OrderModify - Reset - Define Views - Allows you to adjust and re arrange what you see on the browse windowView Phones Shows ALL Customer Phone Numbers for Selected Work OrderProgress Shows the Work Order Progress and Parts on Order for Selected Work Order.Prev Notes/Needs For selected VehicleMore Vehicle Info takes you to view the actual vehicle record.This box shows more information about the selected InvoiceOther Buttons on the Current Order Window.Service Due will show all 9 Tracked Services, when they wereperformed last and when they are do to be performed again. This button will Blinkif the highlighted Vehicle needs a Tracked Service.Vehicle WorkSheet Prints a Vehicle Work Sheet for the Technician or PartsDepartment. This Work Sheet shows information(specs)about the vehicle.This button lets you Add a New Work Order.This button lets you change the details of an existing Work Order.This button will Delete (Remove) the Highlighted Work Order.
Print Buttons on the Work Order Screen
Auth - Prints a Work Order Authorization for the Highlighted Work Order, this isrequired by most states. You can also give a copy to your Tech to view what workis to be performed.Print - Prints a copy for the Highlighted Work Order.If you want to print a work order as an invoice, just rightclick the button first.Pay - Press this button to accept Payment for a completed Work Order.Quit - Close the Current Work Order Window.Special KeysF1 Key - General HelpF2 Key - Pops up a Progress WindowItem Detail SectionRight Click Menu on Item DetailF12 Key - Pressing F12 will give you context sensitive Help
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