The following video discusses completing a service request in the point of sale system by ensuring all necessary steps are followed accurately and efficiently. The video explores initial steps, taking a warranty payment, completing the service request, checking off items, assigning serial numbers and finalizing the service request.
Completing a Service Request
Key Steps
Check for Additional Work: Before completing the service request, ensure that all necessary trips or parts have been added.
Process Warranty Payment: If the job is a warranty job and there is still money owed, take the warranty payment first to avoid confusion later. Select the warranty payment option, choose the balance owed, and process the payment.
Complete Service Request: After processing the warranty payment, click on the "Complete Service Request" button. Review all items on the service request that need to be marked as completed.
Check Off Items: Check off all items on the service request that have been completed, such as diagnostic fee, service call, and installed parts.
Assign Serial Numbers: If there are serialized products, assign serial numbers accordingly. If there are non-serialized parts, proceed to the next step.
Finalize Non-Serialized Part: If there are non-serialized parts, confirm the quantity needed and proceed to finalize the selection.
Final Review: Review all details on the screen for accuracy before finalizing the service request.
Finalize Service Request: Once all steps are completed and verified, click on the finalize button to complete the service request.
Cautionary Notes
Ensure all necessary payments are processed before completing the service request to avoid any discrepancies.
Double-check all items on the service request to ensure they are marked as completed accurately.
Tips for Efficiency
Process the warranty payment first to streamline the payment process.
Review each step carefully to avoid any errors in completing the service request.
Take time to verify all details before finalizing the service request to prevent any mistakes.