Service Order Processing Presentation Notes

Overview of Service Order Processing

• Focus on quick service maintenance
• Work basket for the service advisor
  • Displays today's orders and outstanding jobs
  • Search criteria configuration on the left side

Creating a Service Order

• Orders can be created from the work basket
  • Options for walk-in customers:
    • Search using customer number or license plate number
• Example: Creating a quick service order
  • Vehicle exists in the system
  • License plate entry auto-selects customer and existing orders

Service Order Details

• Specific data displayed in header:
  • Kilometer reading (e.g., update to 3000 km)
  • Payment terms (e.g., cash payment or credit options)
• Credit information available
  • Customer credit limit details
  • Full service history of the vehicle
  • Warranty status of the vehicle

Adding Services and Items

• Create job for service maintenance
  • Normal order type: Service inspection
• Adding items to the order:
  • Labels, parts, and predefined packages available
  • Manual entry or search for package number
• Example: Two items in the order (label operation and parts)

Order Review and Release

• Review items and prices by service advisor
• Possible to give discounts
• Release order to technician
  • Order printed as job card for technician

Technician Workflow

• Technician collects parts from the parts clerk
  • Parts clerk has a work basket for orders needing parts
• Post goods issue for parts handover
• Time tracking:
  • Technician clocks in time for service
  • Confirmation of work completion (time book confirmation)

Finalizing the Service Order

• Service advisor notified of job completion
• Customer vehicle ready for handover
  • Review order details again
  • Create and print invoice:
    • Invoice printed automatically or checked through document flow
    • Access to invoice document values and reprint option

Conclusion

• Emphasis on efficiency and visibility in service order processing
• Streamlined workflow from order creation to customer handover.