Skip to main content

 

 

DealerTeam

Create a New Repair Order

Goal

Service Repair Orders track the flow of work through the service centers.  Repair Orders are tracked via status.  Each Repair Order will contain Labor, Parts and the related Vehicle.

After this article you will be able to:

  • Navigate to service repair orders
  • Create a new repair order

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

Step One: Navigate to the Repair Order

  1. Click the App Launcher icon.

1 Create a New Repair Order- app launcher.png

 

  1. Enter Service Repair Orders in the quick find area.
  2. Click Service Repair Orders.

2 Create a New Repair Order- SRO navi.png

 

Step Two: Create a New Repair Order

  1. Click New.

3 Create a New Repair Order- new btn.png

 

The new SRO page consists of: (a) Account, (b) Service Vehicle, (c) Vehicle Inventory, (d) Service Manager, (e) Company, (f) Mileage In and (g) Tag Number. The (a) Account and (f) Mileage In are the only required fields.

4 Create a New Repair Order- Account fields.png

 

  1. Click the search icon of the Account.
  2. Click the desired account name.

5 Create a New Repair Order- Account.png

 

  1. Enter the mileage recorded when the vehicle was dropped off for service.
  2. Click Save.

6 Create a New Repair Order- Mileage in.png

 

Select the Service Vehicle (recommended)

Although it is not required, it is recommended to add the Service Vehicle to a Service Repair Order. Add the vehicle before clicking Save.  

  1. Click the search icon of the Service Vehicle.

7 Create a New Repair Order- Service Vehicle.png

 

  1. Select the All Fields radio button under the search box.
  2. Type <Last 6 of the VIN>, <VIN><Year>, < Make> or <Model> in the search area. 
  3. Click Go.
  4. Select the desired vehicle.

8 Create a New Repair Order- Service Vehicle.png

 

What's Next

After the Repair Order has been created learn how to Add Job Lines.