Add/View Registered Service Items
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Log into Retail Operations and in the tree menu, open the Customers section and click on Service Items. The top window displays all of your customers service items. Service items can be manually in many places in both the retail operations and point of sale. Within the Retail Operations, service items can be entered here or within editing a Work Order. At the POS, gear can be added in the customer dive profile, within a Work Order, or if purchased in your store after September 1, 2010, they will be added to the customer's gear list automatically upon purchasing a product that is assigned to a department set up as a Service Department. Service items, or gear, added in any of those locations will show up in the list of Registered Service Items. Highlighting an item in this window will display all service done through EncomPos Work Orders, whether done in the Retail Operations or the POS. Above the item window, there is a checkbox for each service type. These are filters that if checked will display the items belonging to that service, or not if unchecked. There is also a check box below the service item window, which when unchecked, it will hide the service items whose next service is greater than 30 days. Editing A Service Item - In the top service item window, either double click the row or use the scroll bar to get to and click the Edit button and bring up the Customer Service Item Record window. Customer - Use the drop down arrow to pull down a list of your customers is alphabetical order. Product Code & Description - Select an existing product code from your inventory file, which if selected will fill in the description, or manually enter a product code (if possible) and description. Serial Number - To improve tracking of the service gear for the future, enter the serial number for each piece on both the service and parts used for the service. Purchase Date - Use the drop down arrow to pull down a calendar to set the date of purchase if known. From Store - Check this option if the product was purchased from your store prior to September 1, 2010, when the purchase of products assigned to a service department began inserting that gear to the the Registered Service Items.
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Add/View Registered Service Items

Log into Retail Operations and in the tree menu, open the Customers section and click on Service Items. The top window displays all of your customers service items. Service items can be manually in many places in both the retail operations and point of sale. Within the Retail Operations, service items can be entered here or within editing a Work Order.

At the POS, gear can be added in the customer dive profile, within a Work Order, or if purchased in your store after September 1, 2010, they will be added to the customer's gear list automatically upon purchasing a product that is assigned to a department set up as a Service Department.

Service items, or gear, added in any of those locations will show up in the list of Registered Service Items. Highlighting an item in this window will display all service done through EncomPos Work Orders, whether done in the Retail Operations or the POS.

Above the item window, there is a checkbox for each service type. These are filters that if checked will display the items belonging to that service, or not if unchecked.

There is also a check box below the service item window, which when unchecked, it will hide the service items whose next service is greater than 30 days.

Editing A Service Item - In the top service item window, either double click the row or use the scroll bar to get to and click the Edit button and bring up the Customer Service Item Record window.

Customer - Use the drop down arrow to pull down a list of your customers is alphabetical order.

Product Code & Description - Select an existing product code from your inventory file, which if selected will fill in the description, or manually enter a product code (if possible) and description.

Serial Number - To improve tracking of the service gear for the future, enter the serial number for each piece on both the service and parts used for the service.

Purchase Date - Use the drop down arrow to pull down a calendar to set the date of purchase if known.

From Store - Check this option if the product was purchased from your store prior to September 1, 2010, when the purchase of products assigned to a service department began inserting that gear to the the Registered Service Items.