EverLogic Support will help you with most of the System Setup during Implementation. This article outlines the options in the Service Section.
IMPOTRTANT: ALWAYS remember to SAVE.
1. Navigate to the System Setup Tab and make selection from the available options in the System Folder, outlined below;
Labor Codes
INSTRUCTIONS: Refer to the articles listed to assist with Labor Codes.
Repair Order Types
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- Initial list of Repair Order Types will be provided by EverLogic during Implementation.
a. Click New
b. Complete the Form, by keying the desired information, be sure to choose / select the items below accordingly;
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- "Default RO Type?" will set the RO Type as default for that specific RO Type.
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- Name is the only required field
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- Rates / Type:
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- E = External Rate
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- I = Internal Rate
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- M = Multitype Rate
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- W = Warranty Rate
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- "Default for Write Up?" will set the RO Type as default on the Write Up Tab on a Quote / Deal Form, when generating an Internal Repair Order.
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c. Check the Active Box
d. Click OK
e. Save
REMINDER: Be sure to map the new Repair Order Type.
Appointment Types
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- Initial list of Repair Order Types will be provided by EverLogic during Implementation.
a. Click New
b. Complete Form
c. Click OK
d. Save
Repair Order Status
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- Initial list of Repair Order Statuses will be provided by EverLogic during Implementation.
a. Click New
b. Complete Form
c. Click OK
d. Save
