Add a service kit

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Adding a new kit to a list of recommended kits is recommended if there is a list of items that are to be used to do a service job. The kits can be assigned to the items later on or items can be assigned to the kit.

The kit consists of the following:

  • Kit description
  • User defined service codes
    Depending on the service codes entered on the service order job, a specific kit corresponding to the problem and/or solution can be found. Also, the service codes are retrieved to the service order job when a kit is attached to the job.
  • Charge method
    States if the order should be charged on time and material basis or to fixed prices. This may be changed during the service order processing.
  • Text
    Corresponds to a typical set of instructions; for example, When using this kit, you should do the following.
  • List of material and labour
    Contains the recommended parts and amount of labour needed for the specified operation.
  1. Select the Work with recommended kits menu item.
  2. On the initial panel, click Add.
  3. You access Work with recommended kits. Complete the following fields:
  4. Kit
    Enter the new kit name.
    Description
    Enter the appropriate description for the new kit.
    Parts – fixed pr
    Indicate if parts attached to the new kit should be charged according to a fixed price.
    Service – fixed price
    Indicate if service items attached to the new kit should be charged according to a fixed price.

    Click OK to update. Exit the routine.

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