Creating a Special Order (SO), adding it to the open Repair Order or creating a new RO from the SO Parts Ticket, and entering detailed notes and comments so that all departments have clear visibility.
Need a Special-Order Report for customer follow-up? CLICK HERE
Creating a manual Special Order in Service or Parts
- For Service - Service > Advisor > Special Order
- For Parts - Parts > Counter > Special Order
- Select the [New] button in the Action Ribbon
Enter customer information- Enter any associated comments in the Comments Section
- Select [New Part] to enter Parts
- When all parts have been added click [Save]
Add to Parts or Repair Order or Parts Invoice:
Select Repair Order or Parts Invoice in the Action Ribbon.
Repair Order options:
Repair Order options:
- Open Existing - Opens an existing RO in a separate screen
- Import to Existing - Imports the Special Order to an Existing RO
Parts Invoice options:
- Open Existing - Opens an existing Parts Invoice in a separate screen
- New Import - Imports SO to a brand-new Parts Invoice
- Import to Existing - Imports the Special Order to an Existing Parts Invoice
Creating a Special Order from a Repair Order
- Click on the Operation within the Repair Order
- Navigate to the Parts tab within the operation and [Add Part]
- Select the Actions drop-down and select [SO Part]
- A pop-up generates - enter quantity
- Add any comments necessary on the part
- Click [Submit]
- The Special Order # populates as a clickable hyperlink in blue - click to navigate to the Special Order screen
You can either bill the part now by clicking [Fill Pending Parts] or leave the operation open until the SO part arrives.
Need a Special-Order Report for customer follow-up? CLICK HERE