Page Comparison

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1. Select the State Filter (to limit the list of possible customers to a state)
2. Enter the Debtor Maintenance details or Search/wiki/spaces/SI/pages/33054916 to find them
   1. Customer details
3. Original order will populate if found. From Original Order in the system the following will populate
   1. rep or agent from the original order
   2. Date of Purchase
   3. Date of Warranty expiry
   4. Batch Number
   5. Model number
4. Work type will default to Warranty status
5. Enter a description of the fault and Error codes if relevant
6. Decide if need to have machine sent in (Service Technician)
   1. Book Courier (phone call)
   2. Select address to pickup from from list
   3. Enter Pickup details, booking reference or con Note, ETA, notes, Service Centre Contact and Address
7. Save - Service Order Status will move to Plan
8. Use Status button to: Print Service Order, Print Service Quote, Create Invoice - Warranty, Record a Payment
9. Status button to send instructions email to customer
   1. Email will go to customer
      1. Customer will click on link in email to fill in online form
      2. Packing instructions will be in email
      3. Print out of packing slip will be attached to email - print and stick on package

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Service Order Details

• Code 

  Include Page
  SI:auto SI:auto

• Auto Generate Order Number allows override
• Agent 
• Date Received is from original order or entered - 
• Date of purchase is from original order or entered - 
• Warranty expiry is from original order or entered - 
  • Original order will populate if the customer has an order for a machine in the system or it can be entered - 
• Batch Number will populate from original machine order
• Model is the machine model
• Service Work Type will default to warranty if in date or can select from Partial Warranty, Good Will or none
• Star Circle status is to be manually entered if it applies to the customer

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• Initial Contact
• Customer PO is customer Purchase Order if relevant
• Warehouses and Stock LocationLocations is a list of warehouses Service Details
• Description of Fault is free form text
• Error Codes are those seen on the machine display h4.Pickup Details
  Used to track the delivery of the item to Thermomix
• Date is the date the information was recorded
• Delivery Method
• Booking reference is provided to the customer if they organise it
• Con note number is provided by the customer if they organise shipping
• ETA is expected date of arrival
• Notes field for free form notes

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• Item is Article 
• Qty is quantity used during repair
• Unit price is price on price list associated with customer. Review Managing Pricing when you sell products for general information
• Discount enables manual discounting to be applied
• Value is Price incGST from price list associated with Debtor Maintenance
• 2nd Value is standard price incGST
• Warranty flag ticked indicates the customer will not be charged for this part
• Notes are free form notes
• Status is status of the individual line

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• Item Total is total for all lines
• Freight is a manual entry
• Total is inclusive of freight that the customer is expected to pay after warranty has been applied  Include Pagelinked transactionslinked transactions

Master List Tab

A list of all Service Orders that exist. Can be filtered using

• Date
• Service Order Status
• Debtor Maintenance Doubleclick or rightclick to drill to details and populate the rest of the form.

  Audit log Tab

  Include Page
  linked transactions	linked transactions
  Include Page
  status and order changes
  status and order changes
  Include Page
  audit SI:audit SI:audit