Generic Shop Job: Select desired Generic Shop Jobs from the list >> Click Submit to add them to the order.
Specific Shop Job: Select desired Specific Shop Jobs from the list >> Click Submit to add them to the order.
Service Interval Job: The Select Service Interval Job window displays.
Recommendation: Select Recommendations from the list >> Click Submit to add them to the order.
Note: The recommendation option displays only if recommendations exist for the selected vehicle.
Complete the displayed Job windows as appropriate and repeat for each job that you want to add.
While on the Order window, you can also:
View or edit Line Items in the Job section.
View or edit Line Items for all Jobs on the Order while viewing the Line Item View tab.
Add additional Jobs containing WorldPac parts to the Order using the WorldPAC button.
View parts on the Order that were added from the Aftermarket Parts catalog on the Aftermarket Parts View tab.
Check the pricing and availability of the parts on the order that were added from the Aftermarket Parts catalog by using the AZ PartsConnect button on the Aftermarket Parts View tab to access AZ PartsConnect.
Add disclaimers to the order, using the Disclaimers button.
View Hazmat, Supplies, and Tax charges.
Verify Order Revision Totals, Line Item Totals, Subtotals, and the Final Total in the column at the right.
When done entering information, use the following buttons (in the lower button bar) to perform the corresponding task:
Note: Buttons are greyed out or don’t appear when they are not longer valid options.
Examples: The Save as Est button does not display after the Order is saved as an Estimate, and you must revise a Repair Order before the Revision button is activated.
Save as Est: Click to save an unsaved Order as an Estimate.
Save: Click to save the Estimate, Repair Order, Counter Sale or Invoice.
Save as RO: Click to save an unsaved Order as a Repair Order.
Conv. to Inv.: Click to save an Order as an Invoice. Invoices can be cashiered.
Conv. to RO: Click to convert an Invoice back to a Repair Order.
Save as Appointment: The New Appointment window displays.
Note: The Save as Appointment button is only available for new, unsaved Orders.
Repair Information: Click to open the Repair Information window.
Revisions: Click to open the Revisions dialog box.
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July 26, 2016
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