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Creating an in-shop repair order

Updated on January 18, 2022

To create an in-shop repair order, complete the following steps:

  1. Log in as a dealer. For more information on login credentials, see Operators list and description.
  2. Click NewRepair Order.
  3. Enter the serial number and check-in date in the corresponding fields. From the Location menu, select Repair In Shop.
  4. Optional: In the automotive layer, enter the vehicle identification number (VIN), odometer reading, check in date, and repair in-shop value from the Repair Location field.
  5. Enter the Customer concern code, Area of failure, and Failure date in the corresponding fields.
    Note:

    You can use the Repair History tab notifications displayed in each Repair order case type to analyze the failure types of the same product. The tab contains all repair records performed on the selected serial number.

  6. Click Submit.
  7. Add the repair lines and enter any necessary details in each repair line. Note that you can add multiple repair lines to one Repair order case.
  8. Click Submit.
  9. Review the data for accuracy and then click Submit.

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