Tips & ideas for using the SE mgmt software

Counter Invoice - Choosing Tech?

Counter Invoice - Choosing Tech?

Postby rhillig » Thu Sep 28, 2017 5:16 am

Would it be possible to have an easier way tag a tech in the parts/labor fields on the counter invoice? The only way I see to do it right now is to click on each line & change it there. On the regular repair orders you can go to the options & pick the labor & parts tech there & it is applied to the whole order.
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Re: Counter Invoice - Choosing Tech?

Postby timbre4 » Thu Sep 28, 2017 6:13 am

The design presumption for a Counter Sale transaction is that it is not being installed in the shop. Why would it not be an R.O.?
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Re: Counter Invoice - Choosing Tech?

Postby rhillig » Thu Sep 28, 2017 6:26 am

We are selling a lot of parts over the counter - the reason I want a tech listed on it, is because in the business management report it shows up as assign a tech.
We do a few drop in tire repairs & don't really want to create a customer for someone passing thru.
“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover.” ~ Mark Twain
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