SERVICE MANAGER - Add New Service Work Order

Establish groupings and subtotals for Parts and Labour on Work Orders and Invoices

• Access - Sales module
  • click New Work Order from the Sales Orders List

• • • the advantage of using the Work Order type is the ability to distinguish a separate numbering sequence / prefix and / or a colour coding, as established in Company Settings > Sequence Numbers (in this case the number has been prepended with a ‘W’ and designated to be orange in the order list)
  • select Customer
  • click into Service Info tab

• • • Browse for Asset Tag or Unit No from the selected Customer’s list of Equipment
    • Reading
      • accept or change the default reading type of Steps or Hours, as established in the Equipment item setup
      • enter the Current Reading
    • Order Info
      • Estimate entered here may be printed on the Work Order (requires report customization)
      • Purchase Date as established in the Equipment item setup can be accepted or changed
      • Reference Number may be entered
    • Service Info Notes may be entered
    • Service Info History displays all previous Service invoices for this Equipment item
      • View invoice for re-print (or double-click the line to open)
      • Edit non-financial fields
        
        • Ship To Name
        • Contact
        • Ship Via
        • Salesperson / Territory
        • Reference No
  • Grouping and subtotals on a Work Order
    • establish the group using the  Add Job Header:
•  
  • continue to enter Parts under each Job Header for Parts and Labour (see Service Work Order Parts Set Up)
  • fill information in the rest of the Sales Order tabs as described in Sales Orders - Add Manually
• Add multiple Work Orders - see Sales Orders Import
• talk to your Spire Partner about getting subtotals on Work Orders / Invoices for these Job Headers