Service Item Lookup

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Service Item Lookup

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Service Item Lookup.

 

Go to: Workshop | Service Item Lookup

 

Aim: 1) To automatically open a job card and to populate it.

        2) To transfer equipment between customers.

 

Service_Item_Lookup

 

Right clicking on a specific item will open the above context menu.

 

Open equipment

Will open the Customer Equipment form

Customer service item report

Will print a list of all the customers equipment

Show job card details for item

The Job Detail Form will open, showing all the stock items used on that vehicle

New job card

A new job card will be opened for this service item

Open customer

The customer associated with this vehicle will be opened

Delete Item

The item (vehicle) will be deleted

Open enquiries

The Customer Allocations & Enquiries form will be opened

Help

The Help Manual will open

 

 

If you want to transfer the equipment from one customer to another customer.

1) Select the Edit button

2) Select the customer column and select the new customer. See image below

 

Service_Item_Lookup_Change

 

 

 

 

See also Customer | Equipment