Oil Information on Tickets
You add parts in an oil group to estimates and repair orders the same way you add any other part to estimates and repair orders.
When a part in an oil group is on a ticket,
When you click this button, the oil information for this part displays.
The fields in the Oil Information section are editable.
- If the fields are already completed, you can edit the information in them.
- If the fields are blank, no oil information was entered on the Inventory record. You can complete the fields here.
- Click OK to save entries or changes and return to the Edit Parts window.
If you add oil information to the part on a ticket:
- Those changes are saved to the part record on the current ticket ONLY.
- Those changes are NOT saved
- To the part record on any other open estimate or repair order.
- To the master part record in Inventory.
If you want oil information you add or edit via the Oil Info button to appear on other estimates and repair orders, you should update the master part record in Inventory.
NOTE: If you allow on-the-fly changes, a prompt appears when you close the ticket notifying you that part information has been changed. If you click Yes, the part record in Inventory is updated with the new information.
Printing Oil Information
If the oil information fields contains data at the time the document is printed, that oil information prints with the part on estimates, work orders, and repair orders.
If the oil information fields are empty at the time the document is printed, the fields do NOT print with the part.