HOLD OR RESERVE IN-STOCK PARTS FOR SERVICE APPPOINTMENT
Posted: Wed Sep 20, 2017 11:45 pmDo any ADP/CDK users have a good process for holding or reserving an in-stock part for a service customer with an appointment?
Thanks, Maury
Thanks, Maury
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HOLD OR RESERVE IN-STOCK PARTS FOR SERVICE APPPOINTMENT
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Posted: Wed Sep 20, 2017 11:45 pmRe: HOLD OR RESERVE IN-STOCK PARTS FOR SERVICE APPPOINTMENT
Posted: Thu Sep 21, 2017 4:36 pmMake an SOR with an order code you don't ever order. Make sure the VIN is in there, and make sure when your counter people bill the part out, they fill the SOR. It works well, but only if everyone is on the same page. Your people will have to pay attention to the "X on hand, SORs need X" prompt because it will not take them out of on hand. The only other way would be to bill to an invoice but not print it, then void the invoice and bill to an RO when the customer comes in.
Re: HOLD OR RESERVE IN-STOCK PARTS FOR SERVICE APPPOINTMENT
Posted: Thu Sep 21, 2017 5:40 pm1.MAKE MANUAL SOR
2.ADD LAST 8 OF VIN TO SOR,
3.PULL PART(S) OUT OF ORDER LIST WITH IRE
4. RECEIPT PART(S) WITH RA
5. ADJUST QUANTITIES WITH PS.
6. WRITER COMES BACK AND TELLS YOU NEVER MIND.
7. CONTEMPLATE LIFE
2.ADD LAST 8 OF VIN TO SOR,
3.PULL PART(S) OUT OF ORDER LIST WITH IRE
4. RECEIPT PART(S) WITH RA
5. ADJUST QUANTITIES WITH PS.
6. WRITER COMES BACK AND TELLS YOU NEVER MIND.
7. CONTEMPLATE LIFE