Open a Work Order
To open a work order:
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Click Extended Transaction in the Register Sale screen.
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Click Work Order.
Figure 13-15 Work Order Search Form
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If no customer is associated with the transaction, Xstore Point of Service prompts for the work order information. Continue with No Customer Associated with the Transaction.
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If a customer is associated with the transaction, continue with Customer Associated with the Transaction.
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No Customer Associated with the Transaction
To open a work order when there is no customer currently assigned to a transaction:
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Enter the work order information:
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Scan the work order receipt.
The work order opens. Continue the transaction.
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Enter the search criteria for the work order:
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Account ID - ID of the work order.
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Last Name - Last name of the customer associated with the work order.
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First Name - First name of the customer associated with the work order.
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Customer # - ID of the customer associated with the work order.
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Phone # - Phone number of the customer associated with the work order.
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Click Process.
Xstore Point of Service displays a list of work orders matching the entered criteria.
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Select the work order:
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Click the work order.
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Use the up and down arrows to highlight the correct work order and press the Spacebar.
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Click Select & Continue.
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If necessary, associate a customer with the transaction. See Associate a Customer with the Transaction.
Continue the transaction.
Customer Associated with the Transaction
To open a work order when a customer is assigned to a transaction:
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If Xstore Point of Service indicates that there is no work order associated with the customer, go to Step 1.
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If one or more work orders is associated with the customer, Xstore Point of Service displays a list of those work orders. Go to Step 3.
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Click Search.
Xstore Point of Service opens a work order search form. See Figure 13-15.
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Enter the work order information:
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Scan the work order receipt.
The work order opens. Continue the transaction.
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Enter the search criteria for the work order:
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Account ID - ID of the work order.
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Last Name - Last name of the customer associated with the work order.
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First Name - First name of the customer associated with the work order.
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Customer ID - ID of the customer associated with the work order.
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Phone # - Phone number of the customer associated with the work order.
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Xstore Point of Service displays a list of work orders matching the entered criteria.
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Select the work order:
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Click the work order.
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Use the up and down arrows to highlight the correct work order and press the Spacebar.
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Click Select & Continue.
The work order opens. Continue the transaction.