Service POS Operations - Flipbook - Page 23
STEP 5
If a previous WIP for the required vehicle is still available, a window is offered so the
previous WIP can be used, rather than create a new one. It is customary to create a
new WIP unless the new work relates to the old WIP (e.g. faulty workmanship etc)
If using the previous WIP is appropriate, select the required line then click OK.
Alternatively select 8Cancel9 to ignore existing WIPs and create a new one.
Right clicking on a line will give details of the parts and labour content of the selected
WIP for further clarification.
STEP 6
A 8casefile9 screen can also be displayed which highlights important details missing
from CRM records (customer, vehicle or company) Other relevant details are also
displayed here e.g. date of last service etc. Additionally, notes that have been set up
against a customer or vehicle can also be accessed from this screen. By default, the
notes are 8expanded9 so they are all visible. Clicking the 8Minimise9 button will
compress the details so only the headline against the casefile icons appear.
Create WIP Header
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