Why:
An order must be created for any work done on a vehicle within the workshop. Parts required for any repairs are also added to the workshop order. The system uses these orders for planning the mechanic's time and making sure that the workshop is utilised to its full potential.
Mechanics also record their time against workshop orders. Once the work is completed the order can be invoiced to produce an invoice or claim.
Where:
From the Workshop Order View, select File >
New > Order or select the Create Order button 
. This will display the Create Order window.
Here, details of the vehicle must be entered before you can access the Order
Details window.
From the Customer View, select Customer > Create > Workshop Order. This will then display an Order Details window.
How to Create Workshop Orders:
Details about the vehicle and customer are inputted into the Create Order window. If the vehicle is a Volvo vehicle and unknown at your dealership, you can download the vehicle details from central systems. Alternatively, the vehicle can be classed as passing trade; it will be added to the Vehicle File with minimal information. If a more detailed record is required then it must be inputted manually within the vehicle view.
When the Create Order window has been completed, you can proceed to the Order Details window. When you click OK in the Create Order window, the system will display a message, if there are already open orders for the selected vehicle (and if there is just one order, the order number will also be displayed).
The Order details screen is broken down into three sections. The top third is where the customer and vehicle information is contained within various tabs.
When changing the field Payment Method from a non-Cash value to a Cash value within the Overview tab, depending upon parameter settings (MTD001, MTD002, and MTD003), will automatically amend the Invoice Value field, the print method field, and the Payment Terms value to values determined by the aforementioned parameters. Should these automatic changes not be required, then all three parameter values should be set to blanks; should one or more be required then any combination of values and blanks in the MTD parameters will effect only the non-blank parameters’ associated fields.
In the centre of the window there are three tabs to add 'Text', 'Operation' and 'Part' details to the order.
In the bottom third of the screen are the details of the text, operations and parts that have been added to the order.
What else would you like to do?
Adding an Operation to a Workshop Order.
Adding Parts to a Workshop Order.
Printing and Re-Printing Picking Slip.
Changing the Customer on an Order or Quotation.
Cancelling or Deleting an Order.
Complete the Order and raise the invoice, see Invoicing a Workshop Order.
Related Topics:
Adding a Vehicle to the Vehicle File.
Passing Trade, see Manual Addition of Vehicle Details to an Order (Passing Trade).
Merging Quotations to Orders, see Quotations.
Converting an Invoiced Order into a Claim.
UCHP.
Vehicle Notes, Customer Notes and Order Notes & Remarks.
Set up:
An order may be created by copying an existing order. Right-click on an order within the workshop order view and then select ‘Copy to’.
If parameter ACD001 is set to POS (Associated Customer numbers) then a new field will be displayed ‘Invoice Customer’ which will allow the order to be created against any associated Customer numbers held against the vehicle.
If PRC006 Labour Price Matrix is active then new Drop down list boxes will be displayed on the Customer tab for Customer code and Charge code which will be used to formulate a price table rather than price factor.
If parameter IFC001 is set to POS (Invoice Charge) then fields will be displayed ‘Invoice Charge Code’ and ‘Invoice Charge VAT Code’ on the order header customer tab. These allow an invoice charge to be added to the order automatically from the customer file. The invoice charge can subsequently be amended or removed before invoicing the order.