Manager SE Reports & printing

Best Way To View Completed Orders?

Best Way To View Completed Orders?

Postby nutechautorepair » Fri May 26, 2017 3:59 pm

I am having some issue with viewing or even finding completed work orders that has been close.What is best way to view Completed Orders that,s been closed. Also when review the work order how can I see parts and labor and whats has been done on it. I find it very difficult to do something this simple. :( All I can see is time they come in and mileage. To see what service they have done I have to open each one. And even with Show Categories it does not show much.
nutechautorepair
Member
 
Posts: 4
Joined: Fri Mar 10, 2017 3:54 pm

Re: What is best way to view Completed Orders

Postby Jeff @ Able Auto » Sat May 27, 2017 5:44 am

Reports-Accounting-Posted order Detail sound like what you may be looking for. It is date rangeable and you can click on the lines to see part and labor detail. What are you looking for in particular?
Jeff Fitzgerald owner
Able Auto Repair 772-462-0061
Treasure Coast of Florida
"there will be enough time to sleep when we're dead"
Jeff @ Able Auto
1500 Club Master Plus Contributor
1500 Club Master Plus Contributor
 
Posts: 1756
Joined: Thu Mar 01, 2007 12:19 pm
Location: Watch out for that cliff!!!

Re: Best Way To View Completed Orders?

Postby Johnny5 » Tue May 30, 2017 9:52 am

To find orders that have been posted, hit F4
John Dwulet AKA: Johnny5
Sr. Product Marketing Manager - Mitchell1
Tuck in behind me, I'll show you where to crash. 8)
User avatar
Johnny5
System Guru / Moderator
System Guru / Moderator
 
Posts: 648
Joined: Wed May 26, 2004 2:03 pm
Location: Mitchell 1 John Dwulet, Sr. Product Marketing Manager

Re: Best Way To View Completed Orders?

Postby nutechautorepair » Wed May 31, 2017 9:17 am

Johnny5 wrote:To find orders that have been posted, hit F4

Thanks Why was that not in the instructions -.-

Now how about see whats being replace on a work order without going threw each and everyone of them ? :wink:
nutechautorepair
Member
 
Posts: 4
Joined: Fri Mar 10, 2017 3:54 pm

Re: Best Way To View Completed Orders?

Postby Johnny5 » Wed May 31, 2017 9:45 am

nutechautorepair wrote:
Johnny5 wrote:To find orders that have been posted, hit F4

Thanks Why was that not in the instructions -.-

Now how about see whats being replace on a work order without going threw each and everyone of them ? :wink:


Instructions on all menu items available by hitting the big "How to" button. See http://managerhelp.buymitchell1.net/Findhistryrec.htm

When you say 'what's being replaced on a work order", are you looking for what parts you need on open orders?

JD
John Dwulet AKA: Johnny5
Sr. Product Marketing Manager - Mitchell1
Tuck in behind me, I'll show you where to crash. 8)
User avatar
Johnny5
System Guru / Moderator
System Guru / Moderator
 
Posts: 648
Joined: Wed May 26, 2004 2:03 pm
Location: Mitchell 1 John Dwulet, Sr. Product Marketing Manager

Re: Best Way To View Completed Orders?

Postby timbre4 » Thu Jun 01, 2017 6:05 am

nutechautorepair wrote:I am having some issue with viewing or even finding completed work orders that has been close. What is best way to view Completed Orders that's been closed? Also when review the work order how can I see parts and labor and what's has been done on it. All I can see is time they come in and mileage. To see what service they have done I have to open each one. And even with Show Categories it does not show much.


If I understand your question(s), it's as simple as hitting the Print button on the History screen. This will display a summary with parts/labor detail for all of the invoices for that customer/vehicle, if that's what you want to see. You can browse and skip pages too.
print.png
 

NOTE: Your system should be set to Print to Screen; this is where the setting is in case you need to change it:
screen.png
 
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
User avatar
timbre4
System Guru / Moderator
System Guru / Moderator
 
Posts: 4563
Joined: Tue May 25, 2004 5:47 pm
Location: TN - Volunteer State

Re: Best Way To View Completed Orders?

Postby nutechautorepair » Thu Jun 08, 2017 11:41 am

Ah thanks I guess I have to do it that way! Pain but better than going threw each RO
nutechautorepair
Member
 
Posts: 4
Joined: Fri Mar 10, 2017 3:54 pm

Re: Best Way To View Completed Orders?

Postby nutechautorepair » Mon Jun 19, 2017 1:39 pm

nutechautorepair wrote:It does not tell me what I did on each RO without opening each RO and view



Sample what I am looking for. In my old Winworks I open history and I can view when I did a brake job , starter motor , AC work. I CAN SEE ALL OF THAT without open each RO and see what is DONE!!!!

How can I do the same on this SO ADVANCE SOFTWARE~???????
nutechautorepair
Member
 
Posts: 4
Joined: Fri Mar 10, 2017 3:54 pm

Re: Best Way To View Completed Orders?

Postby brianp87 » Tue Jun 20, 2017 6:16 am

I suggest you go to a workshop if you are struggling to find the ways to work through in the help area.
Attachments
mitch.JPG
 
User avatar
brianp87
2.5K Uber Ninja Contributor
2.5K Uber Ninja Contributor
 
Posts: 2960
Joined: Tue Oct 10, 2006 6:11 am
Location: Arizona

Re: Best Way To View Completed Orders?

Postby sbcauto » Wed Jun 21, 2017 1:15 pm

When You Go To History, Click The Categories Button on upper Right Side. There You Will See Brakes, Electrical, or Other Categories You Listed These Orders Under.
sbcauto
100 Club: Active Contributor
100 Club: Active Contributor
 
Posts: 134
Joined: Thu Feb 04, 2010 9:08 am

Re: Best Way To View Completed Orders?

Postby ricmorin » Wed Jun 21, 2017 2:02 pm

Manager's History tab doesn't break down parts and labor as items but rather groups then into Invoices. That is a fundamental difference between those two programs but a lot of good advice has been given for you to view something similar. If you have a need for Bolt On's Mobile Manager Pro, the History tab on that device DOES break down history work into line items. I have to admit I like this view from a mobile standpoint.

Screenshot_20170621-175516.png
Line Item History View
 
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434
https://www.facebook.com/motorcaralternatives

Reality continues to ruin my life.- Calvin
User avatar
ricmorin
5K Holy Smokes Contributor
5K Holy Smokes Contributor
 
Posts: 5159
Joined: Mon Jul 25, 2005 10:11 am
Location: New Hampshire

Return to Reports / Printing

Who is online

Users browsing this forum: No registered users and 1 guest