Editing a Work Order From the Supervisor Menu

1. From any IntelliDealer screen, click on the Product Support tab.
   The Product Support Quick Links screen will appear.

   
   

   Product Support Quick Links screen

2. From the Service List, click the Supervisor link.
   The Supervisor Labor in Progress tab will appear.

   
   

   Supervisor Labor in Progress tab

3. On the Supervisor Labor in Progress screen, click on the Work Order Assignment tab.
   The Work Order Assignment tab will appear.

   
   

   Work Order Assignment tab

4. On the Work Order Assignment screen, enter the search criteria and click the Go>> link to locate the desired work order.

   
   

   Updated Work Order Assignment tab

5. Move the cursor over a work order number on the Order Number field and select Edit from the pop-up menu.
   The Customer - Work Order tab will appear.

   
   

   Customer - Work Order tab

6. On the Customer - Work Order tab, modify the work order by editing or adding any information in to the fields displayed.

7. Click on a Description on the Work Order Segments section of the Customer - Work Order screen.
   The Segments tab will appear.

   
   

   Segments tab

8. On the Segments tab, modify the segment by editing or adding any information to the Quote Estimate, Miscellaneous Charges, Parts & Labor Billed, Memos and Printing Parameters tabs as desired.