The two most common ways that parts are removed from a Repair Order are:
1. Using the Trash Can icon for parts that have not had the parts request sent to the parts department
2. Having to go through the refund process for special order parts where the parts request has been made
See Examples below.
Using the Trash Can icon:
Refunding parts attached to ROs (from the Service Tile)
Note: When working with ANY Repair Order, each user will need to click the save button at least every 20 minutes. If a user walks away from the open repair order without saving within that 20-minute time frame changes to the Repair Order will be lost!
Under the Service section click on the red Sales tile
Dx1 will default to open repair orders. The user can choose from the list shown or click in the search box and enter the invoice number.
From the menu on the left, click on parts.
Users will need to click on the arrow to be taken to the invoice in the parts department for the refund to occur.
In the above example the request has already been completed ( the customer changed their mind due to the increased cost for an additional repair) Users can click in the Return field and enter the desired return quantity. A negative number will show for the number of parts being returned ( in this case - 1) Once the amount has been added click the Continue button.
Now click the "Complete Sale" button to finalize the refund and then the user will be taken back to the repair order. The parts section will now reflect the refunds reducing the total of the service invoice.
All parts that were sold over the counter when refunded will show as a -1 on the parts section of the Repair Order. They will also show on the customer’s receipt the same way.
Special Order parts that are refunded will show as a 0 in the parts section and on the receipt as well.