Why:
If an order (or quotation) has been created for the wrong customer it’s possible to change the customer that the order (or quotation) is for, without having to cancel and re-raise the order. Also, if the order has been opened against the correct customer but the invoice must be recharged to another customer, for example an insurance customer, then this is a quick way of changing the details.
Where:
Open the Parts Order View or Workshop Order View, select the order (or quotation) that you want to change. You can then either right click and select Change > Customer or select Order from the menu bar then Change > Customer.
How to Change the Customer on Orders or Quotations:
When change customer is selected, a Change Customer window is displayed where you enter the customer number of the customer you want to change the order (or quotation) to.
Once the customer number has been entered, select Validate or press Enter to display the new customer’s details. If these are all correct, select OK to confirm the change.
What else would you like to do?
Complete a Parts Order and Raise the Invoice, as shown in Invoicing a Parts Order.
Complete a Workshop Order and raise the Invoice, as shown in Invoicing a Workshop Order.
Related Topics:
Cancelling or Deleting an Order.
Changing the Vehicle on an Order or Quotation.
Printing and Re-Printing Picking Slip.
Set up:
The ability to change a customer upon a workshop order is controlled by Security Administration within the Workshop Order General Actions.