Open a Work Order

To open a work order:

1. Click Extended Transaction in the Register Sale screen.

2. Click Work Order.

   Figure 13-15 Work Order Search Form

   
   

   

   
   

   • 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.

   • If a customer is associated with the transaction, continue with Customer Associated with the Transaction.

No Customer Associated with the Transaction

To open a work order when there is no customer currently assigned to a transaction:

1. Enter the work order information:

   • Scan the work order receipt.

     The work order opens. Continue the transaction.

   • Enter the search criteria for the work order:

     • Account ID - ID of the work order.

     • Last Name - Last name of the customer associated with the work order.

     • First Name - First name of the customer associated with the work order.

     • Customer # - ID of the customer associated with the work order.

     • Phone # - Phone number of the customer associated with the work order.

2. Click Process.

   Xstore Point of Service displays a list of work orders matching the entered criteria.

3. Select the work order:

   • Click the work order.

   • Use the up and down arrows to highlight the correct work order and press the Spacebar.

4. Click Select & Continue.

5. 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:

• If Xstore Point of Service indicates that there is no work order associated with the customer, go to Step 1.

• 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.

1. Click Search.

   Xstore Point of Service opens a work order search form. See Figure 13-15.

2. Enter the work order information:

   • Scan the work order receipt.

     The work order opens. Continue the transaction.

   • Enter the search criteria for the work order:

     • Account ID - ID of the work order.

     • Last Name - Last name of the customer associated with the work order.

     • First Name - First name of the customer associated with the work order.

     • Customer ID - ID of the customer associated with the work order.

     • Phone # - Phone number of the customer associated with the work order.

   Xstore Point of Service displays a list of work orders matching the entered criteria.

3. Select the work order:

   • Click the work order.

   • Use the up and down arrows to highlight the correct work order and press the Spacebar.

4. Click Select & Continue.

   The work order opens. Continue the transaction.