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How to Create a Delivery Repair Order from the Deal Screen

Goal

After completing this article, any user will know how to create a delivery repair order on a deal.

 

First Step

Begin by creating a New Deal with all the required information or click the Deals Tab and find the desired deal number by using the correct list view. 

Second Step

Follow steps in order.

  1. Click on Deals tab
  2. Select Deal #
  3. Click on Delivery Tab on the side bar
  4. Click Create Delivery Repair Order button then
  5. Click Save on the side bar
  6. Click Refresh button
  7. Repair Order is created, click on the Repair Order #

If the Repair Order is not created, be sure to click the Refresh button after clicking on the "Create Delivery Repair Order" button.

Video Tutorial: Create a Delivery Repair Order