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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / tendering multiple wor...
Microsoft Dynamics RMS (Archived)

tendering multiple work orders in Service Manger & POS

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Posted on by Young Chang 35

We've read the article outlining how to tender to customer accounts, then tendering all at once. Is that the best and only method to use to tender multiple workorders? Any help would be appreciated. Thanks!

We're using Service Manager both in POS and standalone.

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UPDATE: We've been playing with different scenarios and are concerned with with times when an item needs to be added to the workorder, or price needs to be adjusted after tendering to the account. Definitely not a process we'll be having our staff going through. I hope there is a better method.

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  • Young Chang Profile Picture
    Young Chang 35 on at
    Re: tendering multiple work orders in Service Manger & POS

    Thanks for the reply but I don't know if I can see a better way in your answer. We are a bike shop and do all our service tickets in Service Manger portion of DRS. Before that, we used the POS system and changed service over to Work Orders and saved them in the system until the customer came in to pick up their bike. In the past, if the customer wanted to pick up additional items while they were picking up their bike, we'd simply add it to the sale like a normal transaction. No fuss, no muss. We can still do this with Service Manager as we still use the same old POS system and so long as the customer is only picking up one bike from service.

    Problem is, if a single customer brings in multiple bikes, we now create a separate Service Manager ticket for each bike. When tendering in the POS system, we end up with multiple orders and would have to ring each up individually. The alternative is to take out a calculator and combine everything manually. Neither approach is very elegant especially with a customer waiting in front of you.

    The alternative, as far as I know, is to tender to a customer account before the customer comes in. Problem is, if that customer wants to pick up some tubes, parts, etc., and add them to the existing order, we'd either have to tender the additional item(s) to the customer's account or ring them up twice. Currently, very few customers have a credit account in our system yet we will be taking in families of bikes consistently in the coming months as people start to dust off their bikes for warmer weather.

    I like the precision and automation available in Service Manager, but this is a issue we'd like to find a resolution to.

  • Gerald Rothaus Profile Picture
    Gerald Rothaus 2,930 on at
    Re: tendering multiple work orders in Service Manger & POS

    You are confusing your processes. Only a work order can be updated. After converting it to a sale and paying it out (to a customer account in this case), the sale is finished. After the sale is complete I strongly recommend you do a return, and then a new sale. This is the way companies like Macy's do it, it reduces shrinkage.

    -Jerry

    JR Data

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