Create a Special Order without Billing Part on the Repair Order

Parts > Counter > Back Counter

How to Create a Special Order from the Back Counter

To create a special order from the Back Counter, locate the Repair Order in the Primary Grid, then use either the Actions column or the Action Ribbon to submit a special order for the part.

For both methods, start inside the Primary Grid:

1. Filter/Sort the Primary Grid to locate the Repair Order.
2. Select the Repair Order by clicking on the corresponding line.

Then choose one of the following methods within the Back Counter screen:

Method 1: Using the Actions Column (Single Special Order)

3. In the Actions column, click the field and select SO Part.
4. When the Special Order Quantity window appears, enter the quantity.
5. Select the Submit button.

Method 2: Using the Action Ribbon (Bulk Special Order)

3. In the Action Ribbon, hover over the Special Orders button and select Bulk Special Order.
4. When the Special Order window appears, verify the quantity in the Qty field and select the Submit button.

1. Filter/Sort the Primary Grid to locate the Repair Order.

2. Select the Repair Order by clicking on the corresponding line.

Within the Back Counter screen:

3. In the Actions column, click the field and select SO Part.

4. When the Special Order Quantity window appears, input the quantity.

5. Select the [Submit] button.

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Inside the Primary Grid:

1. Filter/Sort the Primary Grid to locate the Repair Order.

2. Select the Repair Order by clicking on the corresponding line.

Within the Back Counter screen:

3. In the Action Ribbon, hover over the [Special Orders] button and select Bulk Special Order.

4. When the Special Order window appears, verify the quantity in the Qty field and select the [Submit] button.

What Does a Purple Part Line Color Indicate?

A purple part line color indicates that the part has been referenced to the Repair Order but has not yet been billed to it.