Why:
If an order (or quotation) has been created for the wrong vehicle, the vehicle details on it can be changed rather than cancelling the order (or quotation) and creating a new one.
Where:
Open the Workshop Order View and select the order (quotation) that you want to change. You can then either right click and select Change > Vehicle or select Order from the menu bar then Change > Vehicle.
How to Change the Vehicle on Orders or Quotations:
When change vehicle is selected, a Vehicle Selector window is displayed listing all vehicles in the Vehicle File. From here you can use the search or filter functions to locate the vehicle that you want to change the order (or quotation) to.
Once the vehicle has been selected, click OK to update the order (or quotation) with the new vehicle’s details.
What else would you like to do?
Complete a workshop order and raise the invoice, as shown in Invoicing a Workshop Order.
Related Topics:
Changing the Customer on an Order or Quotation.
Cancelling or Deleting an Order.
Set up:
The ability to change a vehicle upon a Workshop order is controlled by Security Administration within the Workshop Order General Actions.