Service Orders

Learn the service order process, including creation, closing, and cashiering, with additional courses on using Cash Control for payments.

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About this course

By the end of this course, you will be able to:
• Understand the Service Order Process: Learn the step-by-step process of creating, managing, and closing service orders within the system.
• Demonstrate Cashiering a Service Order: Gain the skills to successfully complete the cashiering process for service orders, including applying payments and managing transactions.
• Utilize Cash Control for Payment Collection: Master the use of Cash Control to effectively collect payments, reconcile cash drawers, and ensure accurate financial transactions.

Curriculum

  • Service Order Processes
  • Creating a Service Order
  • Closing a Service Order
  • Cashiering a Service Order
  • Service Allocation Templates
  • Knowledge Check (Optional)
  • Service Order Processes Quiz
  • Collecting Payment
  • Taking Parts & Service Payments through Cash Control
  • Taking Parts & Service Payments through the Work Item
  • Till Balancing Report and Closing Tills
  • Knowledge Check (Optional)
  • Collecting Payments Quiz

About this course

By the end of this course, you will be able to:
• Understand the Service Order Process: Learn the step-by-step process of creating, managing, and closing service orders within the system.
• Demonstrate Cashiering a Service Order: Gain the skills to successfully complete the cashiering process for service orders, including applying payments and managing transactions.
• Utilize Cash Control for Payment Collection: Master the use of Cash Control to effectively collect payments, reconcile cash drawers, and ensure accurate financial transactions.

Curriculum

  • Service Order Processes
  • Creating a Service Order
  • Closing a Service Order
  • Cashiering a Service Order
  • Service Allocation Templates
  • Knowledge Check (Optional)
  • Service Order Processes Quiz
  • Collecting Payment
  • Taking Parts & Service Payments through Cash Control
  • Taking Parts & Service Payments through the Work Item
  • Till Balancing Report and Closing Tills
  • Knowledge Check (Optional)
  • Collecting Payments Quiz