How to create a repair order request

A repair order request is created from your stock to request a service job be created for any work required.

1. In the Stock/Sales tab, click Stock List.
2. Find the stock unit, then Right Click, select Service RO Request, then Add Request.
   
   
   
3. Select the User creating the request.
4. Type in a Request Description (this will become the job heading in the repair order).
5. Enter a Request Due Date.
6. If templates have been created, select your Template.
7. Type in any further Request Information for the service department.
8. If you have a Maximum Approved Dollar Amount you can enter here.
9. Tick the box if you wish to Auto Create the Repair Order.
10. Click Save Request.
    
    

Once the request has been created, there will be a coloured circle indicating the status of the request next to the stock unit within the stock list.

Should you need to edit your request, under the Stock/Sales tab, click RO Requests. In the screen you can edit and view your RO requests. 

If the RO request needs to be deleted, Edit the request, then click Delete Request. 

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Navigating the repair order request screen