Create Special Order from Schedule

GUTHTIRE · Post by **GUTHTIRE** » Mon Nov 30, 2020 1:05 pm

Quite often we have a customer that makes an appointment then calls back and adds items that require parts. The way we handle this today is to create a Special Order for the customer, order and add parts to the Special Order, prior to the customer/vehicle arriving, then create a new Appointment in the Schedule from the Special Order and delete the original appointment. This way when the customer comes in for his/her appointment we just open the Special Order and convert it. Seems somewhat backwards...although maybe we aren't using Special Order for it's designed purpose.

Proposal:
Add Special Order to the Create list when double-clicking on an appointment. Currently there's New Repair Order and New Estimate...if a Special Order already exists just have an Open option as it does today.

ricmorin · Post by **ricmorin** » Mon Nov 30, 2020 3:16 pm

I don't think anyone would find it surprising that I second this.

By the way, you ARE using them correctly.

ShopManTim · Post by **ShopManTim** » Fri Dec 04, 2020 3:50 am

Ditto. I am liking that idea. I have faced the same issue at times and can relate to the need to simplify the process. Here it is. Thanks!!

GUTHTIRE · Post by **GUTHTIRE** » Wed Oct 27, 2021 3:31 am

Is this going to be implemented and is there a timeframe?

Silky7 · Post by **Silky7** » Wed Oct 27, 2021 9:34 am

This request is not yet implemented, and I cannot provide a timeline for it.

Create Special Order from Schedule

Create Special Order from Schedule

Re: Create Special Order from Schedule

Re: Create Special Order from Schedule

Re: Create Special Order from Schedule

Re: Create Special Order from Schedule