Back to Basics: Parts Enhancements

Sharpen your skills and streamline your workflows by getting back to basics with Pentana Solutions.

 

Key Takeaways:

This webinar will uncover key fundamental skills in:

• Parts Suppression on Quotes.

 

• Develop enhanced functionality to specify when to suppress the printing of part numbers on parts and service quotes whilst also giving the ability to override per document within the parts quoting process.

 

• Suppress at time of printing and retain Different defaults able to be set up per make

 

• Default can be set at Customer Level Parts Reservation for Appointments.

 

• Appointment Parts Reservation
  • Enables users to either immediately reserve parts to an appointment or automatically reserve parts before an appointment date using the Batch Reservation process.

 

• Lead Times
  • Identify the days before an appointment that the part should be reserved. Unreserve Times Identify the days after the appointment to unreserve parts or Automatically release parts for No Shows Default Transaction codes per make