Solutions for Accounting, Business Automation and E-Commerce

Service Order

Overview

Service Order Entry
The Sales Order Entry Screen has been enabled with a toggle that allows five different views of the line items. Each of these views has a unique set of functionality attached to it. This functionality allows inventory items, trip charges, miscellaneous items, service charges and labor to be added to the order. The "Man Hours Required Rate" field in the header line allows for an hourly rate to be unique for each service order. The "MHR" field in the line items allows labor to be added to each line item even if it contains an item from inventory. The Totals Column at the bottom of the order reflects the total "MHR" charges.

Figure 1: Service Order Entry Screen

Service Order Printing
The Service Order can be printed directly from the Service Order Entry Screen at the time of entry if desired. The Service Order can be viewed on screen or sent to printer, multiple copies may be selected. A Commercial Invoice may be generated and printed concurrently.

Figure 2: Service Order Printing

Printed Service Order
The printed Service Order can contains extensive detail from the Service Order Entry Screen. This includes the Hourly Rate unique to this order.

Figure 3: Service Order, Printed

MHR Default
The Man Hours Required Flag is set in Company Preferences under the Inventory Tab. This allows the system to quickly be configured to allow for labor hours to be allocated to the Service Order.

Figure 4: Service Order MHR Default Flag

Service Hourly Rate Default
In Company Preferences on the Sales Tab the Service Hourly Rate default can be selected. The system will default to this hourly rate unless overridden during Service Order Entry.

Figure 5: Service Order Service Hourly Rate Default

Feature Set and Functionality

• Man Hours Required Rate "MHR" can be set for each Service Order.
• Sales tax can be controlled at the line item level so that taxable and non-taxable items can be on the same Service Order.
• Freight, Miscellaneous charges and MHR charges are all summarized in the Order Total block.
• Customer History Drill Down is instantly available at the Service Order Entry level.
• Service Orders can be printed directly form the Service Order Entry Screen.
• Invoices can be generated at the time the Service Order is entered if desired.
• Customers can be entered "on the fly" from the Service Order Entry Screen.
• Unlimited notes capability is available on the Service Order at the time of entry if detailed instructions are necessary to be added.
• A Service Order, Proforma Invoice or Commercial Invoice can be printed at the time of Service Order Entry.

Tel (949)261-2694 or Toll Free (800)997-7944 * Fax (949)660-9189
1301 Dove Street * Suite 750 * Newport Beach, CA 92660 * USA