Parts Estimate
Select Parts > Customer Orders > Customers Orders from the side menu.
Select the ‘Estimate Requests’ tab to view a list of outstanding estimates.
Note: An outstanding health check estimates notification is also visible within the workshop
issues screen.
To update the estimate with parts double click on the required job.
A number of buttons are available within this screen.
• Conversation: Conversational notes can also be added at this stage enabling
additional comments to be viewed by others within the department.
•Health Check: Select this button to open the completed health check form
• Job Details: Select this button to view the job that the vehicle has been booked in
for.
• Complete: Select this button when all parts have been added to the health check.
• Close: Select this button to close the current screen.
Note: Urgent work identified will be displayed in red.
To add parts to the health check double click on the respective line within the description
section.
The following window will be displayed.
To add parts to the estimate enter the part number or description into their respective fields
and select the search icon.
The ‘Search for a Part’ screen will be displayed.
Double click to select the required part.
The quantity field is automatically populated with a quantity of one this can be changed as
required. The issue price and discount field can also be amended if required.
Beneath the quantity field are three radio buttons.
• Available: Indicates that the parts selected are available from stock (Populated
automatically)
• Same Day Order: Indicates that the parts are not in stock, however they can be
supplier on the same day.
• Order: Indicates that the part required is not in stock and would have to be ordered
in.
The ‘Notes’ field is a free text field where the parts advisor can add a message for the service
department. i.e. “Parts available from local factors”.
Alternative parts can be associated to parts that are on the estimate, to do this search for the
alternative part then select the alternative to drop down menu and choose the part to which
the alternative should be associated too.
E.g. if a premium price tyre with part number 195/65/R15-premium has been added to the
estimate then a budget tyre with a part number of 195/65/R15-budget can be added to the
estimate but it’s an alternative of the premium tyre. The price on the estimate will be premium
tyre but the alternative will be available to select if the customer wants it.
Note: Alternative parts are displayed in blue.
If a part does not have a record, the details can be typed directly into the part
number and description fields, the price can also be populated in this way.
Select ‘Add’ to populate the list of required parts.
When all parts are added to the estimate select complete. When the last line has been
updated the following message will be displayed.
