Exchange Process

When a customer contacts you that the equipment has broken down, an Exchange can be processed in the system to bring the one item back in, and send an item out in its place. 

Front Counter > Edit Existing > select the Order > Detail Lines tab > right click on the item that is coming back in > click Exchange

1) Verify the Exchange Date 

2) Verify the Exchange Time

3) If you want the item being sent out to use the same rates as the original item, click 'Use Original Rates'.

If you do not use the same rates, verify the rates in the red box are accurate

4) Click on the Work Order / Pickup & Delivery Ticket Creation tab

- If you want to create a Pickup Ticket to pick up the original item, click the box by the red arrow.

Check the box for Pickup.

Verify the Pickup date, time, charges.  

Add Notes as needed.

- If you want to create a Delivery Ticket for the new item to be delivered, click the box by the green arrow.

Check the box for Delivery.

Verify the Delivery date, time, charges.

Add Notes as needed.

- If you want to create a Work Order for the original item, check the box by the yellow arrow.

Click Save.

Front Counter > Dispatching > There will be both a Delivery Ticket and a Pickup Ticket for the order.

From the Dispatching, the delivery and pickup can be scheduled.

Service Department > Work Order > the order will have a Work Order created.

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