How To: Searching By Serial Number and/or Item Number (06-31)

Overview

This tutorial describes how to search GUI Customer History Inquiry by serial number and/or the item number.

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IMPORTANT: If the above screen appears (without the Serial#/Item# Search button in the header), you have a different version of this screen and do not have the feature discussed in this tutorial.

Step-by-Step

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  1. Click the Serial#/Item# Search button.

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  1. The ‘Serial#/Item#’ search window appears. Enter a serial number and/or item number in the appropriate field.

  1. Click Refresh.

  1. All customer transactions meeting the criteria appear. Click on a customer line.

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  1. The Serial#/Item# Search window closes and the customer information appears on the main Customer Inquiry screen.

  1. To view more information about an individual transaction, click the ticket number in the ‘Ticket #’ field. A new screen appears where you can view the Header, Detail, and Customer information for the transaction along with the Special Instructions and payment history. Additionally, by clicking Print button, you can print the transaction invoice. Click Exit to return to the Customer History Inquiry screen.

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  1. On the Customer History Inquiry screen, click the ‘Header’ tab to view the customer information (Name, Address, Phone, etc).

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  1. Click the ‘Comments’ tab to view any comments attached to the customer record.

  1. You will notice that a plus (+) sign appears to the left of the Line# for items that are attached to a workorder. You can view the workorder information for an individual line by clicking the plus sign (and hide the workorder information by clicking it again). To view the workorder information for all lines on the screen, click the Show W/Os button. To hide all workorder lines, click the Hide W/Os button.

    When the workorder line appears, there are a couple of options. You can:

    • Click the workorder number (W/O#) to view the workorder in Service Department Automation.
    • Click the ticket number (Ticket#) to view the sales transaction that was created from the workorder.

  1. Click the Print button to print a report of the information on the screen. You can print to a laser printer or PDF file (by entering “PDF”).

  1. Click Export to save the information on the screen to a .csv file.
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