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Internal Repair Orders and Internal Repairs

  • Updated

internal invoices are used to track services performed and parts installed onto units owned by the dealership. You can set the entire invoice as internal or apply individual internal jobs.

New Internal Invoice

Add Internal Job

New Internal Invoice

  1. Open the Parts & Service module.
  2. Click the New Repair Estimate or New Repair Order quick link on the left side of the screen. This will open the service invoice window.
  3. In the customer section, choose the button to apply internal. This will assign the dealership customer as the entity.
  4. Optionally, you can click the Show Less button in the upper right to minimize the header section.

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Add Internal Repair

  1. In the repair table, add a repair by selecting the Add Repair button. This will add a new line to the table so you can fill in the repair information.

IMPORTANT: You must add a repair before you can choose a vehicle.

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There are three ways to add repairs:

    • You may choose the repair type and type the complaint into the repair table.
    • You may choose a repair code, select the repair type, and optionally type additional information into the complaint field in the repair table.
    • You may add a canned job by selecting the Canned Jobs button.
  1. Verify the job type is set to Internal for each repair. Job types are set up by your dealership.
  2. Optionally, you may enter the cause or correction into the fields below the repair table. This information is usually completed by the mechanic.

RO_cause_correction.png

  1. Below the cause and correction section is the labor time summary section. To assign a mechanic to a single job, choose the Add Mechanic button in the repair info tab. To assign one or more jobs to a mechanic, select the Apply Mechanic to Jobs button, found under the job list above. You can then add the mechanic and choose which jobs to assign.

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  1. To the right of the cause and correction, select the vehicle for the jobs in the Vehicle Info section. The unit will show in the Unit Selection dropdown or you may type the unit stock number to select. Optionally, you can use the magnifying glass to search for the unit in inventory.

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  1. In the job table, verify the job type is set to Internal. This indicates that the repairs are being performed and will impact the stock unit.
  2. Scroll down to the Internal Info section.

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  1. Choose the internal GL account that will be charged for the repair. By default, the INV (or inventory) account is selected.
  • Inv - This option will show the amount of the repair(s) in the Add-Ons/Repairs field on the unit profile. This increases the total cost of the unit.
  • Cost - This option will affect the gross profit of the unit (but not affect a deal).
  • Recon - This option will impact the GL account set as the reconditioning account on the unit profile.
  1. Choose the Apply to All button to apply the selected account to all internal repairs.
  2. Enter the estimated repair cost into the Estimate field. This is important to enter on internal tickets for units that may be added to a deal. The estimate amount will temporarily apply to the unit and be updated when the invoice is closed or cashed out.
  3. When the RO has been completed, choose the Cash Out button at the bottom of the RO to close the RO.

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