Start an RO from a Deal

This process saves time and reduces the use of paper resources. It allows for paperless communication between the sales department and the service department.

1. Open the Deal Desking module.
2. Locate your deal in the list, then double-click over the row to open the deal window.
3. Click the Accessories Tab (Acc.).
4. In the Accessories section, click the  gray, starred row in the table to either enter the description of the accessory in the description column, select the dropdown button to choose a canned job, or click the ellipsis button in the accessory code column to search for an accessory.

5. Check the Add to RO box.
6. Click the Start Service RO button at the bottom of the window. This will give you a popup message with the invoice number.

7. Click OK to close the popup.
8. Send a note to the service department by selecting the Add Note button in the bottom right of the screen.
9. Click the Save button at the bottom of the window.