Service Orders tab |
  
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Service Orders tab |
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Not a Feature of PFR
Support Sub-Owner When Creating Service Orders
When activated, every invoice will begin by gathering information defined here.
This allows a business to bring in multiple items to be serviced which belong to several of its own customers, and then have all the billing for service under the business name. For example, Ace Camera Repair is the POSitive store. Joe's Camera doesn't do their own repair, but brings in cameras from their customers to Ace Camera. When Ace Camera receives the service order, it goes under Joe's Camera account, but the sub-owner is Joe's customer. A report from the Service In Process window will print out the status of all of Joe's customers.
•If checked, an area for entry of sub customer name, phone, and reference number appears as a service order is created. There will also be a Sub-Owner button on the Service Orders In Process screen.
•If unchecked, there is no area for entering the names and phone numbers of sub owners.
Do Not Print Service Notes On Invoices
When activated, Work To Do, Work Done notes created on the service order will not print when the service order is converted to an invoice.
Default Status When Creating New Service Order - Select a Status for newly added service orders. (To create a another status option, go to Maintenance: Definitions: Service Order Status)
Add New Quotes As
Quotes are pending transactions not yet authorized by the customer. Quotes can be generated with or without special service work instructions. When you choose to Create a Quote, you will be prompted accordingly.
NOTE: the workstation must be using the classic Invoice Style rather than Register Style invoicing screen. More
Depending upon how you want your workstation to display invoice creation invoice you may select from two Invoice Styles: •Invoice screen layout suitable for computer stores, service stores needing detailed invoices. All menus are open on the side panel instead of being hidden. Includes Section Manager and Service Quote capabilities. •Register - screen layout suitable for cash-carry, gift stores, etc. Note: Register style is typically selected in businesses needing the "Allow Backorders On Invoice" |
These global selections are available
•Standard Quote -- does not support service notations
•Service Quote -- supports and requires completion of service note section
•Ask for Standard or Service Quote - allows you to choose at the time you are starting a new Quote