Copying Repair Lines from a
One exciting aspect of Manager's vehicle history capability is
that you can copy information from a history order to a current order.
For example, while
preparing an estimate for an engine rebuild on a '68 Chevy Pickup, you may
recall that you prepared a similar estimate in the past. Rather than having to
put together the estimate from scratch, you can copy repair lines from the
historical order and paste them into the new order. Your parts, labor, and tax
rates are automatically updated to current values.
As another example, you
may have a regular customer who comes in every three thousand miles for an Oil
Change/Lube Job. Once you have begun the order, and selected her name in the
Customer panel, simply click on the History tab to view her history records,
open a history record for a previous Oil Change/Lube Job, copy the repair lines,
and paste them into your current order. Your order is complete without you ever
having to look up a part, labor item, or canned
To copy repair
lines from a history record:
procedure details one method of copying information from a history record into
an estimate. Actually, there are a number of different ways that copying and
pasting can be employed within Manager. And you aren't limited to copying from
history -- you can also copy from one open order into
Select Detail to open the History Detail dialog box.
Highlight the line items you wish to copy. Highlight cells by moving your mouse pointer to a cell in the first row in the range of rows you want to copy and, holding your left mouse button down, dragging the mouse pointer to a cell in the last row to be included in your copy area.
Type Ctrl + C to copy the repair lines.
Select the In Progrss icon to open Work In Progress.
Open the Order you wish to paste into.
Select Paste from the Edit menu. OR Type Ctrl + V to paste the selected repair lines. A dialog box asks if you wish to update your parts cost from inventory.
Select Yes. The repair lines are added to your order.