Adding a Quick Add Default
Allows you to set up the default values used when quick adding a work order from within the Service and Rental systems.
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From any IntelliDealer screen, click on the Configuration tab.
The Configuration Quick Links screen will appear.
Configuration Quick Links screen
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From the Service list, click the Work Orders link and select Quick Add Default from the drop down list.
Configuration Quick Links screen
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The Quick Add Defaults screen will appear.
Quick Add Defaults screen
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On the Quick Add Defaults screen, click on the Need to create a new quick add default? Click here to add link.
The Add Quick Add Defaults screen will appear.
Add Quick Add Defaults screen
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On the Add Quick Add Defaults screen, enter a Location.
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Click on the Search
icon.
The Location Selection screen will appear.
Location Selection screen
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On the Location Selection screen select a location.
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The Add Quick Add Defaults screen will appear listing the selected location in the Location field.
Add Quick Add Defaults screen
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On the Add Quick Add Defaults screen, enter a Customer Number. The customer number entered will be used as the default customer number on work order quick added from the service and rental systems.
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Click on the Search icon.
The Your Customers screen will appear.
Your Customers screen
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On the Your Customers screen, fill out the appropriate field and click the Go >> link.
The Your Customers screen will refresh listing the generated search results. -
Click on a Customer.
The Add Quick Add Defaults screen will appear listing the selected customer in the Customer Number field.
Add Quick Add Defaults screen
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On the Add Quick Add Defaults screen, enter a default Technician. The technician number entered will be used as the default technician number when quick adding a work order in the service and rental systems.
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Click on the Search icon.
The Technician Selection screen will appear.
Technician Selection screen
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On the Technician Selection screen, fill out the appropriate fields and click the Go >> link.
The Technician Selection screen will refresh listing the generated search results.
Technician Selection screen
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Click on a Name.
The Add Quick Add Defaults screen will appear listing the selected technician in the Technician field.
Add Quick Add Defaults screen
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On the Add Quick Add Defaults screen, enter an Estimated Completion date (days).
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Select a Status from the drop down list. The selected work order status will be used as the default work order status when quick adding a work order in the rental system.
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Enter a work order Description. The description entered will be used as the default description when quick adding a work order in the rental system.
Add Quick Add Defaults screen
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Click the Save button to save the new quick add default and return to the Add Quick Add Defaults screen.
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Click the Save & New button to save the new quick add default.
The Add Quick Add Default screen will refresh allowing you to add another quick add default without closing the screen.