Difference between revisions of "How do I print a satisfaction note for a workshop insurance job?"
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+ | ==Summary== | ||
+ | This article will explain how Platinum can print out a Job Satisfaction note for an Insurance Workshop Job. | ||
+ | |||
+ | ==More Information== | ||
+ | You will need to have created your workshop Job in the approved manner. See [[How do I Create a Insurance Workshop Job?|How do I Create a Insurance Workshop Job?]] | ||
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+ | |||
+ | When the Vehicle is ready for the customer to collect you will need to go | ||
+ | {{Menu|Workshop Management|Job Reports|Workshop Reports Generator}}. | ||
+ | |||
+ | |||
+ | *At the {{DataPrompt|Filter on:}} enter {{DataValue|SAT}} and then {{KeyPress|F2}} to Search, this will bring back a report called Satisfaction Note. | ||
+ | *Now {{KeyPress|F4}} to start the report, at the {{DataPrompt|Enter job number:}} enter your job number. | ||
+ | *Now {{KeyPress|F2}} to start the report. | ||
+ | *This will send a Job Satisfaction Note to your printer with the {{DataValue|Customers Name}} {{DataValue|Vehicle Registration Number}} {{DataValue|Vehicle Model}} {{DataValue|}} and {{DataValue|Excess Amount}} all filled in automatically. | ||
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+ | {{Information| If you do not have this report in your system then contact Hotline Support on '''01162301500''' or email [mailto:Support@catalyst-uk.com Support@catalyst-uk.com]}} | ||
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+ | {{Hint}}{{KB_Tags|Insurance, Workshop, Satisfaction, Job}}{{KB_WS}}{{ZN_WorkshopManager}} |
Revision as of 15:23, 14 September 2010
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Summary
This article will explain how Platinum can print out a Job Satisfaction note for an Insurance Workshop Job.
More Information
You will need to have created your workshop Job in the approved manner. See How do I Create a Insurance Workshop Job?
When the Vehicle is ready for the customer to collect you will need to go
" Workshop Management Job Reports Workshop Reports Generator".
- At the "Filter on:" enter 'SAT' and then <F2> to Search, this will bring back a report called Satisfaction Note.
- Now <F4> to start the report, at the "Enter job number:" enter your job number.
- Now <F2> to start the report.
- This will send a Job Satisfaction Note to your printer with the 'Customers Name' 'Vehicle Registration Number' 'Vehicle Model' '' and 'Excess Amount' all filled in automatically.
![]() | If you do not have this report in your system then contact Hotline Support on 01162301500 or email Support@catalyst-uk.com |