Correct Duplicate Orders?

[cbalogh]

How do I remove or change a invoice number that has been set up for the same job. IE, I started a estimate for a customer with his information and vehicle info, then jumped to orders to put in some notes. I now have a estimate # for a customer arriving in a few days. One of our techs now signs in the same customer on his tablet when he arrives, takes down the same info and now creates another estimate. Bad comms on our part, so now I have two estimates for the same job. Is there a way to combine them or get rid of one, or do we just delete one.

[timbre4]

Here are the business rules and some ideas:

1. Estimates have throwaway #s [no status] and can be deleted with NO impact on your Avg RO [Edit > Remove Order > Yes]
2. ROs/INVs s have permanent #s that must be accounted for; deleting one WILL impact your Avg RO [Edit > Remove Order > History Log > OK]

Suggestions:

a) Delete
b) Copy & paste items from one order to the other if that makes sense
c) Save the RO# for another customer/vehicle to preserve your Avg RO [change the name to "Spare" or something so you can find it and re-use it]

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Remove 1.png (18.82 KiB) Viewed 2078 times

remove 2.png (8.8 KiB) Viewed 2078 times

[cbalogh]

Perfect, thanks for the help.