Introduction
Effectively utilize the Price & Availability section within the Parts Back Counter. This section is crucial for providing a thorough and comprehensive view of itemized quotes and charges. By following these guidelines, you can ensure that all necessary information is accurately captured and communicated, allowing for a seamless and transparent process when creating, printing, and sharing quotes.
This feature is beneficial for any user involved in quoting parts pricing.
Navigate to: Parts > Counter > Back Counter
Inside the Primary Grid:
- Filter/Sort the Primary Grid to locate the Repair Order
- Select the Repair Order by double clicking on the corresponding line.
- After selecting the repair order, you are directed to the Back Counter screen.
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Note: The share option auto-shares the quote with the Service Advisor. The print option prints a customer-friendly itemized breakdown of the parts availability and parts pricing. |
Within the Back Counter screen:
- Scroll to the Price & Availability grid
- In the Price & Availability grid, click the Op field and select an Operation.
- Input the part number(s)in the Part Number field and click [Tab]
- Clicking the [Share] icon
on the bottom right shares the quote with the Service Advisor. - Clicking the [Print] icon
prints the quote.
| Note: When printing a quote from the back counter, the Technician's name(s) and Vehicle Mileage are included in the header. This enables users to provide both customers and the Fixed Ops department with a comprehensive view of the charges on the quote. |
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Grid Colors on the Back Counter
Importing Parts from Parts Desk to Back Counter