Webinars

Back to Basics: Parts Enhancements

Sharpen your skills and streamline your workflows!

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
Automatic Release parts for No Shows

Default Transaction codes per make