The Product Service Order module helps users create and manage service requests related to products, spare parts, or equipment maintenance.
Using this module, users can assign vendors, supervisors, and mechanics, define issues, and track the service process from initiation to completion.
The Service Order module also supports:
- Service Status tracking
- Action updates on ongoing services
- Purchase Summary for invoice-related details
To get started
- Login to your account.
- Go to Settings > Parts Master > Service Order.
The page you land on is the Service Order Creation Page, where users can create and manage service requests.
To create a service
- Select the Company from the drop down menu.
- Select the Branch from the drop down menu.
- Select the Object from the drop down menu.
- Enter the Odometer value.
- In the Priority Class, you can select the priority as below:
- Schedule
- Non-Schedule
- Emergency
- Select the Vendor from the drop down menu.
- Select the Supervisor from the drop down menu
- Select the Mechanic from the drop down menu.
- Select the Service type from drop down menu,
- Schedule
- Non-Schedule
- Emergency
- Enter the Est Completion date and time.
- Select the
to enter the issue and description
- Click on the Save 💾 icon to save the service order.
To Work Further on Service Order
To further track the service order or take action on an ongoing service request, go to the Service Status report.
Using the Service Status report, users can:
- Monitor ongoing services
- Update service actions and progress
- Track completion status
- Manage service workflow activities
For invoice-related details and purchase records associated with the service order, users can refer to the Purchase Summary report.