To enhance efficiency in the repair order process, the system notifies you of any existing repair orders (ROs) for a customer. This feature helps prevent duplicate ROs. When you enter a customer's name or vehicle identification number (VIN), the system alerts you if ROs exist, allowing you to select an existing RO or create a new one if needed.
Best Practices:
- When searching by customer name, be aware that a customer may have multiple vehicle identification numbers (VINs) associated with their profile.
- Verify the VIN and customer name, before creating a new repair order to avoid unnecessary duplication of data.
Existing Repair Order Notification
Within the Repair Order Screen:
There are two ways to be notified of an existing repair order:
- Enter the VIN# and [Tab] over
- Entering the customer name
If the system identifies any existing repair orders, a notification appears as shown below:
When the notification for an existing repair order (RO) is displayed, there are two options:
- Click on the RO# hyperlink to the left to continue with the existing repair order.
- Select the [Create New RO] button on the bottom right to start a new repair order.
Note:
In the event that no existing repair orders are found, the system does not display a notification.
The notification feature allows efficient management of customer requests and reduces the risk of duplicate entries by providing real-time alerts for existing repair orders. This capability saves time by eliminating redundant data entry, and boosts overall operational efficiency.