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Contact By Phone: 1 (919) 870-7899

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Sales & Purchasing
  Order Batches
    Creating A New Order Batch
    Finding An Existing Batch
    Buying & Selling
    Stock Buys
    Stock Sales
    Importing Requirements
    Service Orders
Service Orders

Sending parts for service as part of a pending sale.

Adding A Service
Adding a service to a req.
To add a service to a req, right-click the req and click 'Add Service'.


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Choosing A Service Vendor
Selecting a service vendor for the service order.
When a service is added, the service vendor selection box will appear. Choose a service vendor and optionally a service contact to continue.


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Filling In The Service
Entering the details of the service.
After the service is added it will appear at the bottom of the order batch screen. Enter the name of the service to be performed, the quantity, and the price. The quantity may be the number of pieces with the price being the per-piece price, or the quantity may simply be 1 with the price being the total for the service. This does not affect the number of pieces that will actually be sent and accounted for.


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Creating A Service Order
Creating the service order document to be sent to the service vendor.
To make the service order, right-click on the service vendor line and choose 'Create A Service Order'. The new service order will be created and displayed.


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