Creating Service Packages

About:

If you are like most retailers, you frequently find yourself creating the same, exact work order over and over for different customers (ex. Oil Changes, Brake Jobs). You may have even started copying those lines from one ticket to another. BPOS allows you to create a Service Package quickly and easily. Packages are simply “Dummy Tickets”. The Ticket #’s are between -1 and -10,000 which is done intentionally to protect them from accidental deletion.

How:

1. Click on Views > Administration & Utilities > Corporate

2. Click on the Corporate drop-down menu above the toolbar and select Packages Add/Edit:

3. On the Package Ticket screen (shown below), you will receive a warning message which explains what packages are. You can close the screen by clicking OK.

4. Find your next available ticket # to use. (Avoid using tickets in the -100 range as those are used for tire packages.)

5. Right-click anywhere on the ticket list and select Create New Ticket:

6. On the Add/Edit Ticket screen (shown below), key in your target package number and click on the New Package button:

7. On the Ticket View/Edit screen (shown below), click on the OK button on the warning screen regarding the Package Shortcut Button.

8. Click on the Package Shortcut Button at the bottom of the screen.

9. Select the appropriate Department (can add to the comments department)

10. In the Lookup Key field, key in a lookup word to describe the service package. (Ex. “OIL” or “BRAKE”).

11. In the Description field, key in a description of the package you are building.

12. Click on the Save button:

       **To ensure the packages appear in order by package ID, please add the Package ID as the lookup (raw size).

13. On the Ticket View/Edit screen (shown below), click on the Line Item tab.

14. Add each line item that you want to see on this package. Verify pricing. Include any comments that you need on the package, as well. If you already have a ticket with the line items you want, you can right-click in the body of the package you are creating and select the option to Copy Items From (Import). You will need to know the ticket # you are wanting to copy from.

15. When you have finished adding line items and the package pricing is correct, you are finished. If you have more packages to build, you can click on the Return button at the bottom:

**Note – Users must have permission settings in the system to have the ability to create invoices (P16). If you need to give a user permission to have the permission setting, please contact the HITS Technical Support Center.