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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
  • Select or create an account
  • Select the Service Vehicle
  • Create a new Repair Order

 

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

 

Step One: Navigate to the Repair Order

From the Service Repair Order Tab

Recent Service Repair Orders will be displayed in the center pane.

  1. Click the Service Repair Orders tab.
  2. Click the New button. 

Service Repair Order tab

From the Side Bar

  1. Click Create New dropdown menu.
  2. Select Service Repair Order.

SideBar create new Repair Order

 

Step Two: Select Account

Existing Customer

  1. From the New Service Repair Order page use the click the Account look-up icon.

New RO Account look-up

 

  1. Enter the <Account Name>.
  2. Click Go.
  3. Select the desired Account from the search results.  

Account look-up 

 

New Customer

  1. Click the Account look-up icon .
  2. Click the New button.
  3. Enter the new customer's information
  4. Click Save

 

Step Three: Select the Service Vehicle

  1. Click the Service Vehicle look-up icon.

service vehicle look-up icon

 

Note: The Lookup box allows you to search for a Service Vehicle. The VIN is the easiest way to search for a service vehicle but be sure to change the search to All Fields. 

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

service vehicle search options

 

  1. Enter the <Mileage> in the Mileage In field.
     

create new RO fields to complete

  1. Click Save

 

What's Next

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