Order to Estimate
Order to Estimate
Is there a way to revert a repair order back to an estimate?
Thanks!
cvauto
Thanks!
cvauto
- Rich
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Re: Order to Estimate
The only way i have found is to COPY and PASTE the RO into a revision, then start an estimate and transfer the revision to the estimate
Rich Hays
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
- timbre4
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Re: Order to Estimate
Welcome to the forum and thanks for posting. Estimates have a temporary # as not all of them become approved work. The program design is once the work is approved and converted to a Repair Order, it is assigned a permanent # all the way into posted history.cvbt wrote:Is there a way to revert a repair order back to an estimate?
Thanks!
cvauto
You can copy all of the R.O. lines and then start a new Estimate and paste them onto the Order screen grid. [Ctrl + C = copy, then Ctrl + V = paste; also seen under the Edit menu]
Then go back to the Repair Order and select Remove Order under the Edit menu. Enter a reason why for the deletion and click OK.
NOTE: My process requires you do it all at once; the method above (copying to Revision first) is insurance incase you get busy or lose what you copied before you could paste it!
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Re: Order to Estimate
Ok, thank you!
Re: Order to Estimate
Why Do People Convert Estimate To R/O. I Never Do That. I Leave As Estimate Until Customer Comes To Pick-up Vehicle. I would Like To Remove R/O. From System. That Way Just Go From Estimate To Invoice. Do Other People Do The Same AS Me? Thanks
- timbre4
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Re: Order to Estimate
There are certain states where Repair Order is required. Shops will chime in how they use this in the workflow.
The original design intent is that an Estimate is provided to gain approval for work, then once approved convert to Repair Order for the time it is being worked, parts ordered, techs assigned. The final phase as Invoice begins when the work is completed and paid for or posted as a charge sale.
The original design intent is that an Estimate is provided to gain approval for work, then once approved convert to Repair Order for the time it is being worked, parts ordered, techs assigned. The final phase as Invoice begins when the work is completed and paid for or posted as a charge sale.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
- Pauls Automotive
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Re: Order to Estimate
I usually skip the estimate phase all together unless it is someone I don't know and want to go through things by the book with signatures and all. For me the estimate isn't helpful and there are program features that rely on the RO stage (printed) to work right. But that is just me.
Paul
Pauls Automotive
6318 Falls Road
Baltimore, Md 21209
410-825-2224
paul@paulsauto.com
TRUE HAPPINESS IS WITHIN YOU
Pauls Automotive
6318 Falls Road
Baltimore, Md 21209
410-825-2224
paul@paulsauto.com
TRUE HAPPINESS IS WITHIN YOU
- ricmorin
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Re: Order to Estimate
I do things as designed. EVERY appointment gets an Estimate created. EVERY estimate is converted to an Order and signed, even with customers who have been with me for 20 years. When done, EVERY order is converted to an invoice and signed. CYA.
PS: I have been in the position where I've taken something for granted and got BURNED. I don't like that position.
PS: I have been in the position where I've taken something for granted and got BURNED. I don't like that position.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
Re: Order to Estimate
It's possible to go from R.O to Estimate if you are using ReportPro...
1. Copy and Paste all the R.O. lines into a Revision
2. Open ReportPro, and load the Order
3. Click on the Revision tab that is green, or the Revision number where the Order was copied to.
3. The Repair Order is now shown as an "Estimate"
1. Copy and Paste all the R.O. lines into a Revision
2. Open ReportPro, and load the Order
3. Click on the Revision tab that is green, or the Revision number where the Order was copied to.
3. The Repair Order is now shown as an "Estimate"
- timbre4
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Re: Order to Estimate
Welcome to the forum and thanks for posting. This process can also be accomplished natively within Manager SE.ATW wrote:It's possible to go from R.O to Estimate if you are using ReportPro...
1. Copy and Paste all the R.O. lines into a Revision
2. Open ReportPro, and load the Order
3. Click on the Revision tab that is green, or the Revision number where the Order was copied to.
3. The Repair Order is now shown as an "Estimate"
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
- localheroes
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Re: Order to Estimate
timbre4 wrote:Welcome to the forum and thanks for posting. This process can also be accomplished natively within Manager SE.ATW wrote:It's possible to go from R.O to Estimate if you are using ReportPro...
1. Copy and Paste all the R.O. lines into a Revision
2. Open ReportPro, and load the Order
3. Click on the Revision tab that is green, or the Revision number where the Order was copied to.
3. The Repair Order is now shown as an "Estimate"
How is that done Tim? TX
- timbre4
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Re: Order to Estimate
1. Find the R.O. on the WIP screen and open it on the Order screen.
2. Copy all the R.O. line items (Ctrl + A = select all, Ctrl + C to copy)
3. Open an Estimate for same customer / vehicle.
4. Paste (Ctrl + V) the items into the Estimate.
5. Delete the R.O.
2. Copy all the R.O. line items (Ctrl + A = select all, Ctrl + C to copy)
3. Open an Estimate for same customer / vehicle.
4. Paste (Ctrl + V) the items into the Estimate.
5. Delete the R.O.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
- localheroes
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Re: Order to Estimate
timbre4 wrote:1. Find the R.O. on the WIP screen and open it on the Order screen.
2. Copy all the R.O. line items (Ctrl + A = select all, Ctrl + C to copy)
3. Open an Estimate for same customer / vehicle.
4. Paste (Ctrl + V) the items into the Estimate.
5. Delete the R.O.
Thanks Tim - Happy Holidays!
- dtstire
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Re: Order to Estimate
Instead of copying and pasting the individual line items you want to transfer, or shuttling them through a revision, I recommend selecting the order lines and creating a Special Order (under the Edit Menu). This Special Order can then be converted to an Estimate or RO.
- ricmorin
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Re: Order to Estimate
Special Orders can only be converted into Orders, not Estimates.dtstire wrote:Instead of copying and pasting the individual line items you want to transfer, or shuttling them through a revision, I recommend selecting the order lines and creating a Special Order (under the Edit Menu). This Special Order can then be converted to an Estimate or RO.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
- dtstire
- 25 Club: Starting Contributor
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Re: Order to Estimate
Ah shoot, you're right. Almost there...lol