Quote/Workorder Finder Follow

The Quote/Workorder Finder retrieves its data from all orders saved in the system and is used to search for specific orders.

After specifying the search criteria in the fields above and clicking the Find Now button, use the following table to help understand the data shown in the grid.

 

Column Name Column Description

Order # Displays quotes and/or workorder numbers. For details on order number formatting, see step 3 in Branch Procedure and the Notes on Document Number Formatting.

Type Displays Q (quote) or W (workorder).

Branch ID Displays the abbreviated name of the branch in which this order was last saved.

Date Displays the date when this order was last saved.

Total Displays the total amount of the order.

Bill To Name Displays the name of the customer/organization to be billed.

Bill To Address Displays the billing address of this customer/organization.

Ship To Name Displays the name of the customer/organization where products/services are to be shipped/installed.

Ship To Address Displays the shipping address of this customer/organization.

Phone Displays the primary phone number of this customer.

VIN Displays the Vehicle Identification Number of the vehicle onto which auto glass parts are to be installed.

License Displays the vehicle�s license plate number.

Vehicle Displays the year, make, model, and style of the vehicle onto which auto glass parts are to be installed.

CSR ID Displays the Customer Service Rep who took the order.

Printed On Displays the last date on which the invoice, cash sale, or refund was printed.

Completed Displays as checked if marked completed on the General Info tab or the Daily Scheduler.

 

Scroll down the list to find the record(s), highlight it (them), and then select one of the following options:

      Click the Select Order button to open and edit the highlighted records.

      Click the Export to Excel button to export the grid to a MS Excel spreadsheet.

      Click Print List to Print a Finder List or generate a Customized Finder List.

      Click the Delete Order(s) button to delete the highlighted records.

 

To Change the Order of the Finder's Columns left-click with the mouse and drag and drop to the preferred location. Changes will be saved on the basis login.

 

Search Criteria

Start Date - In the Start Date field, use the drop-down calendar to enter a starting date for a date range to search.

End Date - In the End Date field, use the drop-down calendar to enter an ending date for a date range to search.

Order # - In the Order # field, enter the order number of the quote or workorder.

Man Inv - In the Man Inv field, enter the manual invoice number associated with the quote or workorder.

Customer - In the Customer field, enter the account customer name associated with the quote or workorder.

Insurance - In the Insurance field, enter the insurance company associated with the quote or workorder.

Phone - In the Phone field, enter the phone number associated with the quote or workorder.

Vehicle - In the Vehicle field, enter the year, make, model, or style of the vehicle associated with the quote or workorder.

VIN - In the VIN field, enter the vehicle identification number of the vehicle associated with the quote or workorder.

License # - In the License # field, enter the license plate number of the vehicle associated with the quote or workorder.

All Fields - In the All field, enter any keyword associated (first name, vehicle year, odometer number, etc.) with the order.

Type - In the Type field, use the drop-down menu to select an order type to limit the search.

PO - In the PO field, enter a purchase order number associated with the quote or workorder.

Branch - In the Branch field, enter the Branch Name or Branch ID of the branch where the quote or workorder was last saved.

Status

Claim # - In the Claim # field, enter the insurance claim number associated with the quote or workorder.

Policy #

CSR

Source

IC Status - Use the drop-down menu to select the status of the quotes or workorders (e.g., Open, Deleted, or All) sought.

Completed

 

 

 

 

 

 

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