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Find resources about using the Shop Management Application based on system sections (ie Retail, Sales, Shop, etc.)
[retail]
How To's
customer appointment & vehicle workflow
- Step 1. Create Customer Appointment on Retail Calendar
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- 1. In QuickBooks Online, create Invoice with Class field value SORS.
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2. In Shop App navigate to the Retail Calendar.
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3. Use left sidebar to find the newly created QBO Invoice by Customer Name or Invoice #.
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4. Click and hold sidebar entry to drag + drop onto a specific date on the calendar.
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5. An appointment form will appear, complete any remaining appointment details then submit form.
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6. Proceed to the following step to Create a Vehicle.
- Step 2. Create Vehicle
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1. In Shop App open the Vehicles Index.
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2. Click the button labeled "+ Vehicle" (top-right of page) to access the vehicle form.
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3. Enter vehicle details by completing the fields.
NOTE: convenience features have been added for:
VIN input provides ability to use the device camera to scan and find vin.
Button to automatically find vehicle details by decoding the vin (when/if present). - 4. Enter the required fields (ie Year, Make, Model, Engine, Color) and click "Save".
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- Step 3: Attach Vehicle to Work Order
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- 1. From the Shop App go to the Retail Calendar.
- 2. Find the calendar entry for the customer and click the calendar entry to open the Appointment details form.
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3. In the upper righthand corner of the appointment popup click the link for the Work Order detail page.
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4. From the Work Order detail page, find the Vehicle vin typeahead.
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5. Find the vehicle by typing the vin until you're able to click the full vin entry shown in the dropdown suggestions.
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6. Confirm the customer's vehicle has been linked to the work order by verifying the Vehicle details section is displaying the vehicle details and vin.
- Step 4: Vehicle Check-In at Shop upon Appointment Arrival
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- 1. Upon receiving the vehicle keys, walk outside to vehicle.
- 2. Open the Shop App and go to the VIN Scan screen.
- 3. Perform VIN scan using the camera of the device by aiming and pressing the capture button while vin tag/sticker/label is visible. Generally, physical vin locations are found inside of the drivers side door (sticker on inner door panel) or vin tag in the front window of vehicle.
- 4. If the vin scan is successful you will be redirected to work order detail page with the vehicle check-in form visible in a popup window.
- 5. Complete the form fields about the interior, exterior condition. In addition, any critical notes should be entered.
- 6. (optional) Capture photos
- 7. Submit the vehicle check in form.
- 8. Vehicle is signed in now and ready for technician(s) to sign in to perform work.