SOP: Editing Items on a Service Request Screen
Objective
To provide a step-by-step guide on how to edit items on a service request screen to ensure accurate and efficient management of service requests.
Key Steps
Identify the service request screen and locate the items that need to be edited.
Look for columns with a diamond symbol attached, indicating editable fields such as item name, price, and quantity.
Click on the item to make changes to the item details as needed.
Utilize quick action buttons for additional functions:
Product Information: View details about the part, including supplier information.
Add Line Notes: Include specific notes related to the item.
Price Calculator: Adjust the price using margin or discount calculations.
Stock Status: Check inventory availability if connected to a supplier like B&B.
Tracking: Add tags to track the item's status.
Attach Distributor: Link the item to a specific distributor for tracking purposes.
Alternate Sales People: Assign different salespeople to specific parts if needed.
Allocate Part to Service Request: Ensure the part is assigned to the correct service request.
Work Order Link: Create a work order directly from the service request.
Delete Bucket: Remove a line from the service request if necessary.
Use the option to move lines up and down to reorganize the order as needed.
Cautionary Notes
Ensure that changes made to items are accurate and reflect the correct information.
Double-check all edits before saving to avoid errors in the service request.
Tips for Efficiency
Familiarize yourself with the quick action buttons to expedite the editing process.
Utilize the stock status feature to check inventory availability for efficient order management.
Take advantage of the ability to allocate parts to specific service requests to streamline tracking and inventory control.