service manager - expanding kits
  • Peter
    Posts:19
    Joined:Tue Jul 17, 2007 12:01 pm
    Location:Kuranda QLD
    service manager - expanding kits

    by Peter » Tue Mar 13, 2012 12:08 pm

    I was hoping to see an option to expand kits in service manager to speed up entries of common or repetitive tasks and jobs.

    The line "Kits do not expand when invoices are created using the Service Manager as this would potentially alter the agreed job charges." says it all and I wonder if there is another way to achieve similar effects - in particular a list of parts and or consumables when ever a standard service is performed.?

    Cheers

    Peter
  • COBS Tech Support
    Posts:683
    Joined:Fri Sep 09, 2005 8:23 am

    by COBS Tech Support » Tue Mar 13, 2012 5:30 pm

    The closest you could come to achieving a result such as that would be to expand the kit onto a quote, then load the quote into the service manager. I.e., Toolbox|Grab Quote.
  • Peter
    Posts:19
    Joined:Tue Jul 17, 2007 12:01 pm
    Location:Kuranda QLD

    by Peter » Thu Mar 15, 2012 10:20 am

    Thanks for that option - I will give it a try and see if it is workable in my situation.

    Cheers

    Peter

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