Customers/Vehicles Menu

The Customers Vehicle menu in Configuration.

Understanding the relationship between customers, vehicles, repair orders, and parts and labor is vital to using R.O. Writer to run the daily activities of your shop.

Customer and Vehicle Configuration

Watch the following video to see some of the most important customer and vehicle configuration options.

Menu Items

The following table describes the toolbar and File menu functions.
Item Click to…

Edit Customers

  • Search for, select, and edit existing customers.
  • Create new customers.

Edit Vehicles

  • Search for, select, and edit existing vehicles.
  • Add new vehicles to customers.

NOTE: You search for or create customers first because vehicle records must always be associated with customers.

Transfer History

Transfer vehicle records between customers.

Edit Ship To Address

Edit the ship-to address for customers. These addresses are used only on parts-only tickets.

The topics in this section include: