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Welcome to Work Orders

Welcome to Work Orders. ProCom Solutions, Inc. 8980-A Route 108 Columbia, MD 21045. Phone: (800) 997-6777 Fax: (410)997-6774 www.goprocom.com. Welcome to a tour of ProCom’s Work Order System. Please touch the mouse to begin. “Our goal is very simple:

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Welcome to Work Orders

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  1. Welcome to Work Orders ProCom Solutions, Inc. 8980-A Route 108 Columbia, MD 21045 Phone: (800) 997-6777 Fax: (410)997-6774 www.goprocom.com Welcome to a tour of ProCom’s Work Order System. Please touch the mouse to begin. “Our goal is very simple: to give you the most comprehensive and efficient system available.”

  2. Creating Orders with theWork Order System Creating a Ticket Entering Required Parts Entering Labor Invoicing the Service Ticket Four Steps Start to Finish

  3. Search Features You never need to know any customer or item number. Partial Account Number Telephone Number Company Name Contact Name Find Customers Quickly UPC Code Partial Item Number Manufacturer Price List Item Description Customer Sales History Add Items Easily

  4. Inventory and Parts Lookup Lookup screens provide quick access to items and vendor parts.

  5. Command Line Functions Command line functions and shortcuts simplify changing an order.

  6. Warning Screens Warning Screens Customer Inquiry Bill to Another Customer Change Customers Customers Options Warning screens alert you when a customer: is on hold is over their credit limit is past due has notes assigned

  7. Customer Inquiry View a customer profile by touching a function key. Warning Screens Customer Inquiry Bill to Another Customer Change Customers Customers Options

  8. Billing to a Different Customer Enter a customer number to assign billing to a different account. Warning Screens Customer Inquiry Bill to Another Customer Change Customers Customers Options

  9. Change Customers Change customers, and the order is repriced and recalculated automatically. Warning Screens Customer Inquiry Bill to Another Customer Change Customers Customers Options

  10. Multiple Stocking Locations If you don’t have enough on hand, you can sell inventory from another location. Real-time stock status displays for every location. Multiple Locations Three Selling Units Substitute Items Lost Sales Tracking Serial Numbered Items Inventory Features

  11. Three Selling Units Any three units of measure may be assigned to any item. Multiple Locations Three Selling Units Substitute Items Lost Sales Tracking Serial Numbered Items Inventory Features

  12. Substitute Items If an item is out of stock, the system can replace it with a substitute. Multiple Locations Three Selling Units Substitute Items Lost Sales Tracking Serial Numbered Items Inventory Features

  13. Lost Sale Tracking Capture lost sales for future inventory analysis. Multiple Locations Three Selling Units Substitute Items Lost Sales Tracking Serial Numbered Items Inventory Features

  14. Serial Numbered Items Whenever you sell a serialized item, Work Orders displays a list of the serial numbers in stock. Multiple Locations Three Selling Units Substitute Items Lost Sales Tracking Serial Numbered Items Inventory Features

  15. Serial Numbered Items Serial numbers for the current order display a row of asterisks. Items committed to other customers show the customer number. Multiple Locations Three Selling Units Substitute Items Lost Sales Tracking Serial Numbered Items Inventory Features

  16. Contract Pricing Contract Pricing Quantity Discounts Promotional Pricing Minimum Price Automatic Right-Pricing Sell specific items at a lower rate to selected customers.

  17. Quantity Discount Contract Pricing Quantity Discounts Promotional Pricing Minimum Price Automatic Right-Pricing Quantity discount tables scale price discounts by volume.

  18. Promotional Pricing Contract Pricing Quantity Discounts Promotional Pricing Minimum Price Automatic Right-Pricing Temporarily lower prices on selected items sold in a specific time frame.

  19. Minimum Selling Price Contract Pricing Quantity Discounts Promotional Pricing Minimum Price Automatic Right-Pricing Work Orders never lets you sell an item below your minimum price.

  20. Partial Warranty Split billing between vendors and the customer on a single work order.

  21. Multiple Vendor Warranties Create warranty claims for multiple vendors from a single work order.

  22. Start to Finish in Four Steps From start to finish, your customer is ready to go in minutes. Creating a Ticket Entering Required Parts Entering Labor Invoicing the Service Ticket Four Steps Start to Finish

  23. Creating a Ticket Find customers by account, phone, name or contact. Find customers quickly by searching on: Enter the customer search data. Creating a Ticket Entering Required Parts Entering Labor Invoicing the Service Ticket Four Steps Start to Finish

  24. Creating a Ticket Select from user-defined listings to enter: Repair Type Labor Rate Order Status Receiving Method

  25. Creating a Ticket Select from user-defined listings to enter: Repair Type Labor Rate Order Status Receiving Method

  26. Creating a Ticket Select from user-defined listings to enter: Repair Type Labor Rate Order Status Receiving Method

  27. Creating a Ticket Select from user-defined listings to enter: Repair Type Labor Rate Order Status Receiving Method

  28. Creating a Ticket Make note of any special directions the customer may give.

  29. Creating a Ticket Enter an item number, or select from a list of prior sales and repairs.

  30. Creating a Ticket Enter the tag number to identify the item at the time of repair or pickup.

  31. Creating a Ticket Select from user-controlled listings to enter: Item Condition Customer Complaints

  32. Creating a Ticket Select from user-controlled listings to enter: Item Condition Customer Complaints

  33. Creating a Ticket From start to finish, your customer is ready to go in minutes. Accept a deposit and print the receipt.

  34. Find by Item NumberEntering Required Parts Enter the item number. Creating a Ticket Entering Required Parts Entering Labor Invoicing the Service Ticket Four Steps Start to Finish

  35. Find by Item NumberEntering Required Parts Enter the quantity required . Work Orders displays the item’s real-time stock status.

  36. Locate by UPC CodeEntering Required Parts Scan in a UPC code with a wand or shoot it with a gun.

  37. Locate by UPC CodeEntering Required Parts The system finds every item with the UPC you entered. Highlight the item and touch enter to add it.

  38. Search by Partial Item NumberEntering Required Parts Find items easily by searching: Item Number or UPC Code Partial Item Number Manufacturer Price List Item Description Integrated Parts Cataloging A question mark after a partial item number begins the search.

  39. Search by Partial Item NumberEntering Required Parts Highlight the item to include it in the ticket .

  40. Manufacturer Price ListEntering Required Parts Find items easily by searching: Item Number or UPC Code Partial Item Number Manufacturer Price List Item Description Integrated Parts Cataloging Enter an item from your price book or microfiche.

  41. Manufacturer Price ListEntering Required Parts Price lists are searched when an item is not in inventory. Highlight the item and touch enter.

  42. Manufacturer Price ListEntering Required Parts Add the item to your order by touching a function key.

  43. Seek by Item DescriptionEntering Required Parts Find items easily by searching: Item Number or UPC Code Partial Item Number Manufacturer Price List Item Description Integrated Parts Cataloging A question mark after a partial description begins the search.

  44. Seek by Item DescriptionEntering Required Parts If the list is too long, narrow the search by adding to the description.

  45. Seek by Item DescriptionEntering Required Parts Separate additional descriptions with a backslash.

  46. Seek by Item DescriptionEntering Required Parts Highlight your selection and enter the quantity through Item Inquiry.

  47. Integrated Parts CatalogingEntering Required Parts A single keystroke lets you select a PartSmart Pick List. Find items easily by searching: Item Number or UPC Code Partial Item Number Manufacturer Price List Item Description Integrated Parts Cataloging

  48. Integrated Parts CatalogingEntering Required Parts Items with sufficient quantity available are added automatically. System notifies you of stock-outs and offers alternate choices.

  49. Integrated Parts CatalogingEntering Required Parts Price lists are searched when an item is not in inventory.

  50. Integrated Parts CatalogingEntering Required Parts All items are added to your order seamlessly from the pick list.

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