Pickup Date - This date can only be set if there is a zero balance and no deposits on the work order. Setting the date will move the record over to historical orders when that date comes about.

Total & Balance - These values cannot be changed in this level of the work order. Use the Order Details edit button to change prices of the services and parts to update the total due.

Customer Notes / Work Order Notes - Use this field to edit or enter notes related to the work order.

Create a New Work Order - Click the New Order icon in the work orders toolbar. This will open the same window that is accessed when editing a work order, but without any values. Complete the above mentioned fields and click the Save button to finish the new work order.

Order Details - The lower left window is for the services and parts associated with the work order selected in the top window. Work orders created at the POS will most likely already contain a service and or part whereas orders created here will have no order details.

Edit Existing Services & Parts - Click the Edit button located to the far right of the details window. This will open an editing window for the selected service or part.

Product Code & Description - These fields represent the service or part codes and descriptions. They cannot be changed. If you need to change the service or part, remove the incorrect one and add a new one.

Service Item Type - This field represents the service type of the gear being brought in for servicing. Use the drop down arrow to access the list of service types.

Gear button - Use this button to pull gear onto the service from the Gear Customer Entries window. Select from a list of gear previously added and click the OK button to return to the Work Order Line Item Edit window where the Item Description will now be filled out.

If the gear is not already in for the customer, click the Add Entry button in the Customer Gear Entries window to open the Customer Service Item Record window with fields to either select an existing product code from your inventory file, which if selected will fill in the description, or to manually enter a product code, description, serial number, purchase date and whether it was purchased in your store, the service type (use the drop down arrow), and the Next and Last Service Dates.

Click the OK button and the new gear will be available to select for your work order item.