Editing Estimates, Repair Orders and Counter Sales
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Before you save an Estimate as a Repair Rrder (RO), you can edit the Repair Order to add or change parts and services.
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After you save an Estimate as a Repair Order (RO), if parts or services are added to the order that increase a Subtotal, the Order is flagged as Revised
To edit an Order:
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Open the Saved Estimates or Work in Progress tab of the Work in Progress window.
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Select an order and click Edit.
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Result: The Estimate, Repair Order or Counter Sale window opens, allowing you to make changes.
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Select a job in the grid and click Edit Job.
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Result: The Edit Job or the Edit Service Interval Jobs window is displayed.
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Note: Jobs that were created from Shop Jobs or recommendations are treated as regular Jobs after they are added to Orders.
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Make your changes and click Submit.
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Result: The Order window displays.
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Click Save to save the changes and Close to close the Order window.