New Workflow Manager - NO Special Orders

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ricmorin
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New Workflow Manager - NO Special Orders

Post by ricmorin »

It appears that Special Orders do not show anywhere in the new Workflow Manager. I use these DAILY. IIRC, the previous version showed them fine.
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
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Re: New Workflow Manager - NO Special Orders

Post by Auto Repair Coach »

Checking in on this.
What exactly do you do with special orders? Only asking to fully understand since shops all handle this differently or not at all.
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Re: New Workflow Manager - NO Special Orders

Post by ricmorin »

As the name implies, we use these as designed by Mitchell1. Any time we need to order parts in advance, a Special Order is created and tracked as parts arrive. It is then changed to an Order once the vehicle arrives.
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
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Re: New Workflow Manager - NO Special Orders

Post by Auto Repair Coach »

Thanks.
I have had this put in for development. Hopefully will show up in and update but no ETA at this time.
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Re: New Workflow Manager - NO Special Orders

Post by ricmorin »

Any new developments on this? We are using WM fully now but none of our Special Orders even show up. We would really like to see everything in WM.
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
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Re: New Workflow Manager - NO Special Orders

Post by Auto Repair Coach »

Sorry. Nothing to report yet Ric.
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Re: New Workflow Manager - NO Special Orders

Post by ricmorin »

It's been nearly a year. Any new developments?

BTW, how do we add items to the request list for voting? I don't see this request on there.
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
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Re: New Workflow Manager - NO Special Orders

Post by Rich »

Did you vote for it.
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Re: New Workflow Manager - NO Special Orders

Post by ricmorin »

It's not on the list.
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
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Re: New Workflow Manager - NO Special Orders

Post by Auto Repair Coach »

To add new requests to the voting queue.
Go to the Help Menu in Message Manager or Report Pro.
Click the "Vote for Features" icon.
Click on the "+" icon lower right side
Fill in request and submit.
It will be in a "pending" status until development department reviews it, approves it, then it will appear in the voting queue for other shops to vote on request.
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John Burkhauser
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Re: New Workflow Manager - NO Special Orders

Post by ricmorin »

Nearly 2 years have passed. We use Special Orders every day and they do not appear on our workflow screens. Any updates?
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
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Re: New Workflow Manager - NO Special Orders

Post by ricmorin »

Yes!
The Status of Feature Request #5719 has been changed to Completed - Not Released
Feature Request Details
Subject: Special Orders In Workflow Manager
Description: Add the ability to see and manipulate Special Orders in Workflow Manager
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
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Re: New Workflow Manager - NO Special Orders

Post by ricmorin »

Thank you Bolt On for showing Special Orders in Workflow. No can we get them to show as an SO and not an RO? I can wait. :roll:
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
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Re: New Workflow Manager - NO Special Orders

Post by ricmorin »

Hoping to get Special Orders to show as Special Orders. Currently they show as Repair Orders.
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
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