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Shop Management: Special Order

Sometimes specific work within a repair order get completed at different times and information like tech hours and commission totals must be calculated. Using Special Order is a great way to extend and separate work from a repair order. Since reports don’t reflect totals until the invoice has been posted, shop managers can use this feature to quickly create a new order for any work that has not yet been completed. The repair order that contains the completed work can then be converted to an invoice and posted so that it reflects in the shop management reports. 

 

How to Create a Special Order for Work not yet Completed:

  1. Select the line item(s) in the order that are not completed.

  2. Then go to View > Special Order.


  3. Click Yes on Start a Special Order for the line(s) selected.


  4. Click Yes or No to remove the line item on the existing order. 
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