Reports
Overview of available reports and developing a reports strategy to meet business information needs throughout the year.
Playlist 5
-
-
Part Kit
Overview of creating a Part Kit and selecting various options available.
-
Canned Job
Overview of creating a Canned Job with labor and parts, part kit option, quick CJ menu and more.
-
P.O. – Restock From Inventory
Describes selecting a vendor to restock inventory, stocking levels, re-order points, transmitting the PO to the vendor and printing a receive checklist when parts arrive.
-
Purchase Orders Screen
Purchase Order screen overview, explains different types of purchase orders and functions available as part of the parts ordering process.
-
Purchase Order – Manual
Overview of manual purchase orders for non electronic parts ordering shown with an active repair and also how to manually order parts for inventory stock.
-
Purchase Order – Automatic
Overview of selecting catalog part, transfer back to Estimate, get customer approval, convert to RO, order part (PO created automatically), then receiving part to RO.
-
Vendor Setup [Linked]
Advanced Vendor Setup where a catalog link is configured for a parts catalog button to transmit shop credentials to the parts supplier and return price and availability.
-
Parts Ordering
Overview of ordering parts for inventory and daily needs. Committed and Confirmed status explained, electronic parts ordering discussed.
-
Inventory Update
Overview of the Inventory Update options to make changes to a selected group of parts all at once, instead of editing and saving record changes one at a time.