Creating an Order
With AutoSoftWay, there are two methods to create an order:
- Create an order from scratch
- Create an order from an existing estimate
Method 1: Creating an order from scratch
Starting from the dashboard, navigate to sidebar menu, and click on the 'Orders' tab under the 'Orders' section.
From the estimates menu, click on 'Add Order' at the top of the page.
A pop up window should display empty fields for a new order.
Proceed to fill these fields, starting with the client's vehicle information. If your client's vehicle plate number is already in the system, AutoSoftWay will autofill your client's information accordingly!
Then, assign this task to a specific technician. If the client's vehicle is not yet in the system, you may directly add it from this menu by clicking 'Add'.
Proceed to enter the appropriate parts information for the order.
If the part already exists in your system, AutoSoftWay will auto populate the parts information! If the job requires multiple parts, click on the "+" button to enter additional parts needed. If the part required for the job is not in your system, you can directly add the part from this menu by clicking the "Add" button! This will also save the newly added part to the system, for later use.
Proceed to enter the appropriate labour information for the estimate.
If the labour already exists in your system, AutoSoftWay will auto complete the labour information! If the job requires multiple forms of labour, click on the "+" button to enter additional labour as needed. If the job requires labour that is not in your system yet, you can directly add the labour from this menu by clicking the "Add" button! This will also save the newly made labour job into the system, for later use
By completing the previous steps for parts and labour, the system will automatically calculate the total cost. Proceed to add tax information, as well as currency.
You may enter the date manually, using DD/MM/YYYY format, or by clicking on the box to display a calendar!
For your convenience, you may even enter a description for further details about the job. This is great for specific information that you would want to keep on file for future reference!
When complete, proceed to click on the 'Generate' button to create your order!
Upon completion, the order will now be stored in the system!
Option 2: Create an order from an existing estimate
Starting from the dashboard, navigate to the estimates tab under the 'Estimates' section.
In the Estimates menu, locate the estimate you'd like to generate an order for, and click on the create order button as shown below.
Note: take note of the order number for the estimate! This number will help you locate the order after creation.
In this example, the order number is 'Order_3334'.
Review the estimate information, and click on 'Generate' when you're ready to generate the order.
After clicking 'Generate', the estimate will disappear from the Estimate menu.
Navigate to the orders tab under the Orders menu on the sidebar.
The estimate will now display in the Orders menu, as a newly created order.Back