Work orders can be created and modified multiple ways.
Generation from Shop Management System (SMS)
Some of the SMS integrations are able to generate a Work Order in Autoflow from the SMS just by pressing a button. If your SMS supports this, then clicking the WO button for a vehicle on the dashboard the first time will prompt the user to generate from the specified Invoice number in the SMS.
Click Yes to generate the Work Order from the parts and labor items on the Invoice in your SMS.
If changes are made to the Work Order in the SMS, the WO can be regenerated using the button at the top of the screen.
Generation from Approved DVI Items
When using Autoflow without SMS integration, or if WO generation is not available for your SMS, Work Orders can be generated from the items marked approved on the DVI.
When using Autoflow without SMS integration, or if WO generation is not available for your SMS, Work Orders can be generated from the items marked approved on the DVI.
Click Add Parts & Labor to add more detail to the Work Order. Add Part descriptions, quantity, and part number. Add labor detailed description if desired.
Manually Adding Work Order Items
A box will pop up to enter Work Order package details.
Define a Package Group if desired, then name the Package and add Estimated Time.
Any relevant notes can be added in the Notes field.
Once the package is created, part and labor lines can be added just like when generated from the DVI.
Define a Package Group if desired, then name the Package and add Estimated Time.
Any relevant notes can be added in the Notes field.
Once the package is created, part and labor lines can be added just like when generated from the DVI.
A DVI sheet can also be attached to the Work Order.
Click Add Inspection at the bottom of the page to attach a sheet.
Click Add Inspection at the bottom of the page to attach a sheet.
Select the DVI sheet desired from the drop down menu.
Add estimated time to complete the inspection.
Also, add notes if desired. Then click Add Inspection.
Add estimated time to complete the inspection.
Also, add notes if desired. Then click Add Inspection.
The DVI sheet will then be added as another item to the Work Order.
