Service Repair Orders
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      1. EverLogic Knowledge Base
      2. Service Repair Orders

      Search Repair Orders

       

       

      1. Navigate to the Parts & Service Tab and select Search Repair Orders

      2. Choose from the available search parameters

      Search Options

      • All / Open / Closed / Voided - Choose to view All, Open, Closed or Voided Repair Orders 
      • RO # - Key Repair Order Number 
      • Location - The Location will default to that of the current user logged into EverLogic, and  can be changed using the drop-down menu. 
      • RO Type - Select Repair Order Type
      • RO Status - Select Repair Order Status 
      • RO Date - Search by RO Date Range, check the box and choose the dates from the  drop-down. 
      • Salesperson -  Select the Salesperson for the Repair Order, using the drop-down menu  
      • Stock # - Enter a stock number
      • VIN - Key the Vehicle Identification Number of a specific unit 
      • Aged > - Enter the number of days old. RO can be located using the number of days. 
      • Closed Date/Appointment Date - Search by Appointment Date Range, check the box and choose the dates from the  drop-down. 
      • Part # – If you know every RO that a part was used on, enter the Part #. 
      • Keg Tag# - If you entered a key tag number in the RO, you can find your RO using the tab number. #. 
      • Last Name – Enter the Customer Last Name. 
      • Phone Number – Enter the phone number. The system will only search the Home Phone number. 
      • Appointment Date – Search by Appointment Date Range, check the box and choose the dates from the  drop-down. 

      3. Click Search

      Toolbar

      • Search - Start the search with the criteria selected.
      • New - Start a new Repair Order.
      • Edit - Select an RO from the grid to edit. Editing is allow on an open RO, if it is closed, the RO will open in View Only Mode.
      • Print - Print Formatted Report will print the selected RO. Print Screen will print the detail shown on the screen. FlexView Print will print the FlexView.
      • Export - The grid results will be exported to Excel, the Save As Window will appear.
      • Hide / Show - Will hide / show the search criteria.
      • Group By - View the results in the grid, grouped by a column. Drag the chosen column into the gray area and release.
      • Drop-down Menu - Select previously saved FlexViews.
      • FlexView Setup - Organize the search, right-click on the grid to add / remove columns, click / hold / drag column headings. 
      • Reset Search Criteria to Defaults - Removes any search criteria and resets to default.

       

      For additional information on Repair Orders, check out this full-length course below: