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Work Order Items
This document will go through the steps of setting up work order items in your Point of Rental software.
Topics in this article include
- Getting there
- Work Order Items
- Item Selection Screen
- Description
- Creating a Work Order Item from a Contract
Getting there
Here's how to get there
Expert: Program Menu > Counter System > New Contract > Work Order
Elite: Left Menu > Transactions > New Contract > Work Order
Work Order Items
What are Work Order Items?
These are items used to track the different types of equipment that your service (“WO-CHAINSAW”, “WO-LIFT”, “WO-B52” etc. [The key must start with” WO- “]). These items can be used for all of your customers.
Why are they Important?
You may want to enter a selling price, such as a bench fee to cover the cost of diagnosing these repairs. The printout tab for these items might contain the terms of your repair policy. These items will usually have their own category (Work Orders).
Default Work Order Item
By default, there is an item in your database with a key of “WO-MISC”. It is a special type of item that goes on the work order to keep it open.
Customer-Specific Work Order Items
You can also create “WO-autogenerated“ Customer Specific Work Order Items. These items would be used for the specific customer-owned equipment when you want to track when the maintenance/repairs are done, or due for your customer-owned equipment, just as you can do with your equipment.
Creating these WO items for the specific serialized unit will allow you to record the unit information on the WO item and allows you to set up maintenance schedules for the unit.
Note: This value-adding service is beneficial to your customer; having accurate maintenance records could increase the value of your customers’ equipment when they decide to sell.
Item Selection Screen
When you create the Work Order, the work order item selection screen will display the work order items available for this customer (both generic and this customer's specific items).
Description
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Add Work Order Item |
This allows you to add an item to the Selected Work Order Item menu. If you want to add one for all customers, you can modify the auto-populated KEY, but must retain the “WO-“. To create an item for this specific customer, DO NOT modify the auto-populated KEY, as it contains the customer’s number and ties this item to the customer record. The next time you write a work order for this customer the work order items tied to the customer will appear in the list. |
| Customer History |
Allows you to see all the items this customer has previously purchased from you.
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Creating a Work Order Item from a Contract
Work order items for sales items or asset sales items can be created right from the contract they’re sold on.
From the contract
1. Right-click on the sale or asset sale item.
2. Select Create Work Order Item.
If the item has existing warranties or applicable maintenance schedules, the operator will be prompted on whether or not they should be brought over to the work item. For example, a monthly maintenance schedule will be brought over, where one assigned to time out would not as that is no longer applicable for a work order item.
The work order item created will be specific to this customer.
3. You will need to select a category and populate any other information desired in the newly created record. The Work Order category can
automatically populate if a work order category has been created. To learn how to do this, please see the article "Item Categories".
4. Select Ok to save the record when done.
Note: If you modify the populated key and remove the customer number from it, it will no longer be a customer-specific work order item.