Create Special Order from Schedule

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GUTHTIRE
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Create Special Order from Schedule

Post by GUTHTIRE »

Quite often we have a customer that makes an appointment then calls back and adds items that require parts. The way we handle this today is to create a Special Order for the customer, order and add parts to the Special Order, prior to the customer/vehicle arriving, then create a new Appointment in the Schedule from the Special Order and delete the original appointment. This way when the customer comes in for his/her appointment we just open the Special Order and convert it. Seems somewhat backwards...although maybe we aren't using Special Order for it's designed purpose.

Proposal:
Add Special Order to the Create list when double-clicking on an appointment. Currently there's New Repair Order and New Estimate...if a Special Order already exists just have an Open option as it does today.
Dan
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ricmorin
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Re: Create Special Order from Schedule

Post by ricmorin »

I don't think anyone would find it surprising that I second this.

By the way, you ARE using them correctly. :wink:
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
ShopManTim
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Re: Create Special Order from Schedule

Post by ShopManTim »

Ditto. I am liking that idea. I have faced the same issue at times and can relate to the need to simplify the process. Here it is. Thanks!!
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GUTHTIRE
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Re: Create Special Order from Schedule

Post by GUTHTIRE »

Is this going to be implemented and is there a timeframe?
Dan
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Silky7
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Re: Create Special Order from Schedule

Post by Silky7 »

This request is not yet implemented, and I cannot provide a timeline for it.
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