Quick Add Defaults

Data Source: PFWTAB

To open the Quick Add Defaults screen, hover over the Configuration link from anywhere within IntelliDealer and select Service> Work Orders> Quick Add Defaults from the drop down list.

The Quick Add Defaults screen allows you to set up the default values used when quick adding a work order from within the Service and Rental systems.

Note:  When quick adding a work order within the system, certain fields may be filled out with default information depending on the specific conditions that apply to the work order. For example, when a work order is quick added through the Service menu, the technician, salesman and estimated completion date are the only default values which apply.

The following sorting options appear on the Quick Add Defaults screen:

Sort by
Field	Description
Location	Sort the search results by branch location.
Description	Sort the search results by work order description.

The following search fields appear on the Quick Add Defaults screen:

Field	Description
Select Location	Search for quick add defaults by entering a branch location.
Select Description	Search for quick add defaults by entering a work order description.
Include Inactive	If selected, includes inactive quick add defaults within the search results.

The following fields appear on the Quick Add Defaults screen:

Field	Description
Location	The branch location where the quick add defaults are set up for use.
Description	A brief work order description. The description entered will be used as the default description when quick adding a work order.

Click on a Location to edit a preexisting quick add default.

Click on the Need to create a new quick add default? Click here to add link to add a new quick add default to the system.

The following button allows you to complete your work on the Quick Add Defaults screen:

Button	Function
Close	Closes the Quick Add Defaults screen and returns to the Configuration Quick Links screen.