All Manager Orders are automatically scheduled for the current day at
, at their
time of creation. The Schedule Work dialog box allows you to reschedule the
order as necessary. This dialog box can be accessed via the Scheduler button in
the Work in Progress screen, by the Add or Edit buttons from within the Schedule
Calendar, or from within the Order Options dialog box.
Creating an Appointment from within the
Schedule Work Dialog Box
Follow the procedure below to create an appointment from within the
Schedule Work Dialog box.
Schedule button from the top button bar to open
the Schedule calendar.
2.Double-click on the Day you
want to schedule the appointment. The Shedule switches into the Day
Schedule Work dialog box is displayed.
4. If the customer
has been to your shop before: it is highly recommended that you use the Find
Customer feature to locate the customer. This is the easiest way to enter a
customer and it prevents adding the same customer twice. Type in as much of the
customer's name as you know in the Name (Last,First) field and
click Find Customer. The Customer List displays matches
to your request. Choose the customer from the list.
is a first-time customer: type in the Last and First names.
5.Complete the remaining
fields and click OK. The scheduled item is
added to the calendar.
double-click on the appointment to begin an estimate. Customer and Vehicle
information will be automatically added for you, if you picked an existing