CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE
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CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE
It would be very helpful to be able to right-click on the Schedule and be able to create an SO.
Dan
- megoff
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Re: CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE
Hi Dan,
We'll get this added as feedback to possibly get added in the future.
We'll get this added as feedback to possibly get added in the future.
M1 Product Manager
- ricmorin
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Re: CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE
Yup. This was mentioned almost 2 years ago. https://managerforum.buymitchell1.net/v ... cial+order
I'm thinking SO usage is not high enough to qualify for the change. Hopefully I'm wrong.
I'm thinking SO usage is not high enough to qualify for the change. Hopefully I'm wrong.
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
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Re: CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE
Ric, ever since you explained them awhile back we've been all over SO's. We would also like to be able to attach them to existing scheduled entries.ricmorin wrote: ↑Tue Sep 13, 2022 7:42 amYup. This was mentioned almost 2 years ago. https://managerforum.buymitchell1.net/v ... cial+order
I'm thinking SO usage is not high enough to qualify for the change. Hopefully I'm wrong.
Dan
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Re: CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE
Now that I understand the value and flexibility of SO's, I am inclined to agree with this suggestion. Here's the deal, once it was a part of the system, who knows how much others would be attracted to them and use them.
Enjoying Life as Our Maker Designed - Wrenching to pay the bills
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Re: CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE
Not to be forgotten, as I believe it has been requested previously, the ability to create an SO and/or attach an SO to an existing entry in the Schedule. As the scenario stands today, assuming an entry already exists in the Schedule you have to:
1. Create the SO
2. Build the SO, adding parts & labor items, etc.
3. Add the SO the Schedule
4. Delete the existing Scheduled entry which corresponds to the SO that you just created for that entry
1. Create the SO
2. Build the SO, adding parts & labor items, etc.
3. Add the SO the Schedule
4. Delete the existing Scheduled entry which corresponds to the SO that you just created for that entry
Dan
- ricmorin
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Re: CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE
FWIW, this was mentioned by attendees at the training event in San Diego last weekend. Hoping for renewed interest.
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: CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE
While at the Training Here in San Diego this past weekend I (Frank) asked the same question when we learned about the Special Order function. It's a very helpful tool. I agree It would be very helpful to create SO from the Schedule.
Re: CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE
If it weren't for your other inputs, I'd have sworn you were a plant, Frank!
We'll likely get after this in Q4; SO adoption just isn't high among our users though, so other priority items that benefit the majority might displace it.
M1 Product Manager
Re: CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE
Let me guest your thought Ric planted us to ask for it. LOL. I just figures out how to add our company logo to our profile maybe that will help. LOL. It would be very help to have that option We look forward to the day it happens. Thank you.
- timbre4
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Re: CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE
Thanks for being here and posting!
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer