The Case-Level Actions section at the bottom of the Editing Case page allows you to update certain price and tax aspects of an estimate.
Shop Supplies & Freight
To adjust any Shop Supplies, Hazardous Waste, Freight and Tax, click Shop Supplies & Freight.
To update any of these fields, enter any necessary information in the corresponding field and click SAVE CHANGES.
These changes will be reflected on the Editing Case page totals section.
Add/Remove Core Charges
To remove all core charges from the estimate, click Remove Core Charges.
Once removed, the link will change to Add Core Charges. To add Core Charges back onto the case, click Add Core Charges.
Edit Core Charges
To edit core charges for any parts on the case, click Edit Core Charges.
NOTE: This link will only display if you already added core charges to the case.
On the Adjust Core Charges page, update the core price and quantity. Then click SAVE CHANGES.
Remove Haz. Waste
To remove any Hazardous Waste charges from the case, click Remove Haz. Waste.
Once removed, the link will change to Add Haz Waste. To add Core Charges back onto the case, click Add Haz Waste.
Remove Tax
To remove any taxes from the case, click Remove Tax.
Once removed, the link will change to Add Tax. To add Core Charges back onto the case, simply click Add Tax.
Export Case to Repair Order
(Requires 3rd-Party Integration)
To export the case to your dealer business system, click the Export Case to Repair Order link.
The system will create a Repair Order number (RO) for the case in the your dealer business system and update the RO throughout the system for this case.
Calculate Charges
(Requires 3rd-Party Integration)
To calculate charges based off the setup in the dealer business system, click the Calculate Charges link.
The system will update charges in the case like Shop Supplies, Haz. Waste etc. using the setup configured in your dealer business system.
Update Parts Availability
(Requires 3rd-Party Integration)
To update the parts availability for any parts added to an operation in the case based on the availability in your dealer business system, click the Update Parts Availability link.
The system will make a call out to the dealer business system and do an inventory check for any parts on the case.
The update will be reflected in the Parts column for the operations on the Editing Case page. If all parts for an operation are in stock, a thumbs will display in the Parts column. If at least one part on the operation is out of stock, a thumbs down will display in the Parts column.
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