Customer Instructions

Use the Customer Instructions function to define customer instructions, specific to a customer, work type, and job type, that will print on the Job Card (Note: You must mark the Print Customer Instructions check box in the SR Departments maintenance function in order for customer instructions to print on forms).

When creating a new Instruction ID, each time another layer, or piece of information, is added, the instructions are concatenated depending on the variables selected. The instructions are also separated by a carriage return after each segment.

When printing forms, such as an estimate, if there are instructions that don't fall under a work type, they will print under the 'Other' section.

Creating a Customer Instruction

1. Click the New button, on the toolbar, to open a blank customer instruction record.
2. Select a customer ID from the Customer ID drop-down list.
3. Select a work type code, as applicable, from the Work Type drop-down list.
4. Select a job type code, as applicable, from the Job Type drop-down list.
5. Enter any customer-specific instructions to print on the job card in the Instructions field.
6. Click the Save button, on the toolbar, to save the new instructions.

Editing a Customer Instruction

1. Select an instruction ID to edit from the Instruction ID field.
2. Edit the fields as necessary.
3. Click the Save button, on the toolbar, to save any changes made to the instructions.

Deleting a Customer Instruction

1. Select an instruction ID to delete from the Instruction ID field.
2. Click the Delete button, on the toolbar, to delete the selected instructions.
3. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.