Frequently Asked Questions - Services

1. How do I send a service job to a vendor?

• Navigate to the Service Jobs module from the left navigation menu.
• Locate the service job you wish to send.
• Click the three-dot button next to the job and select Send to Vendor.
• In the dialog box, choose the vendor and confirm the action.
• Refresh the grid to view the updated job status.

Related Article: How to Send a Service Job to a Vendor

2. How can I receive a completed service job from a vendor?

• Access the Vendor module and select the relevant vendor.
• Click on the Job tab and go to Jobs.
• Press Receive Job to initiate the receiving process.
• Select items to include by scanning, manual selection, or uploading via spreadsheet.
• Adjust details as needed and complete the merchandise receive entry.

Related Article: How to Receive a Completed Service Job

3. How can I bulk send jobs to a vendor?

• Navigate to the Jobs module from the left-hand menu.
• Click on the Bulk Actions button located at the top right of the screen.
• Select Send Jobs to Vendor from the dropdown menu.
• In the bulk action interface, filter and select the service jobs you wish to send to the vendor.
• Confirm the vendor details and ensure all jobs are correctly assigned.
• Click Submit to process the bulk sending.

Related Article: How to Bulk Send Jobs to Vendor 

4. How do I perform a service job bulk location change and notify retail customers?

• Open the Jobs module and click on the Bulk Actions button.
• Select Change Job Location from the dropdown menu.
• Filter and select the service jobs requiring a location update.
• In the dialog, choose the new location and confirm the changes.
• After updating the location, click the Notify Customers button to send notifications about the location change.
• Review the notification template and ensure customer details are accurate before sending.

Related Article: Service Job Bulk Location Change and Notifying the Retail Customers