Order to Estimate

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cvbt
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Order to Estimate

Post by cvbt »

Is there a way to revert a repair order back to an estimate?

Thanks!
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Rich
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Re: Order to Estimate

Post by Rich »

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
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Re: Order to Estimate

Post by timbre4 »

cvbt wrote:Is there a way to revert a repair order back to an estimate?
Thanks!
cvauto
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.

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!
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cvbt
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Re: Order to Estimate

Post by cvbt »

Ok, thank you!
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Re: Order to Estimate

Post by sbcauto »

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
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Re: Order to Estimate

Post by timbre4 »

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.
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Re: Order to Estimate

Post by Pauls Automotive »

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.
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Re: Order to Estimate

Post by ricmorin »

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. :D

PS: I have been in the position where I've taken something for granted and got BURNED. I don't like that position.
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I find my life is a lot easier when I use Special Orders
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Re: Order to Estimate

Post by ATW »

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"
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Re: Order to Estimate

Post by timbre4 »

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"
Welcome to the forum and thanks for posting. This process can also be accomplished natively within Manager SE.
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Re: Order to Estimate

Post by localheroes »

timbre4 wrote:
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"
Welcome to the forum and thanks for posting. This process can also be accomplished natively within Manager SE.

How is that done Tim? TX
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Re: Order to Estimate

Post by timbre4 »

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.
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Re: Order to Estimate

Post by localheroes »

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!
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Re: Order to Estimate

Post by dtstire »

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.
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Re: Order to Estimate

Post by ricmorin »

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.
Special Orders can only be converted into Orders, not Estimates.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
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www.motorcaralternatives.com

I find my life is a lot easier when I use Special Orders
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Re: Order to Estimate

Post by dtstire »

Ah shoot, you're right. Almost there...lol
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