Service POS Operations - Flipbook - Page 22
STEP 3
If the vehicle is found, click on it to select it. This will then highlight any linked details
(customer, company, account)
[If the vehicle is not found, refer to 8Creating Vehicles9]
Click on the drop down arrow on the green box below the 8Selected Name & Address9
to see a list of available telephone numbers …
… and click on the appropriate one to enter it onto the page.
Should a company also appear on the customer search screen, the radio buttons can
be used to specify which name and address will appear in the customer name and
address details on the WIP (and subsequent jobcard and invoice)
STEP 4
The following prompt then appears 8Overwrite customer details with the account name
and address.9
8Yes9 will copy the account details into the Customer name and address boxes.
8No, will leave the customer details unchanged.
The account name and address is will always remain the same, regardless of which
option is taken.
Create WIP Header
05.002.01.L1 – srew 08/08
Page 22 of 228
