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Pulling Customer Quotes from the Service R/O Parts Screen

Autosoft -

You can pull parts from a customer quote to the repair order.  You create customer quotes using the Quotes button on the Parts Queries screen. The system keeps customer quotes for 30 days before purging them. You can only pull the quote before you add additional parts to the repair order. 

Step 1. From the Parts Inventory menu, select Service Sales. The Service R/O Parts menu opens. 

service_ro_parts_menu.png

Step 2. Click Line Parts. The Service R/O Parts screen opens. If you do not integrate with Service Writing, this screen automatically opens when you click Service Part Sales on the Parts Inventory menu.

service_ro_parts_screen_empty.jpg

Step 3. Click Lists. The Pull Order Que Orders screen opens, displaying a list of parts in the Order Que. The screen lists the part number, quantity, inventory source for the part, document number, order date, customer’s name, and order status.

pull_order_que_orders.png

Step 4. Click Quotes. The Active Customer Quotes screen opens.

Step 5. Click to select the quote you want to pull. The screen displays the detail for the quote.  (Click Show Quote List to display the list of quotes again as needed.)   

Step 6. Click Pull To Invoice to pull the quote to the repair order.

Step 7. Click OK when prompted to verify you want to pull the order. You are returned to the Service R/O Parts screen.

Step 8. Type the repair number for the repair that requires the parts.

apply_repair_number.jpg

Step 9. Enter the Salesman number, Price Code, Discount Level, and Special Parts Discount.

Step 10. When the cursor advances to the Part Number field, the parts on the kit will be added to the repair order.

Step 11. Add any additional parts as needed and procede as usual. 

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