You can reschedule an appointment in a work order if the time and day that the customer
scheduled is no longer convenient for them.
Procedure
- Log in to Commerce Call Center. The
Home screen opens.
- Go to the Order Summary screen in one of the following ways:
- In the Order panel, enter the appropriate details and click Find
Order.
- Under Related Tasks, click Order Search. The
Order Search screen opens. Enter the appropriate details and click
Search.
If the search results in a single order, the Order Summary screen opens. If
the search results in multiple orders, a list of orders is displayed. Select the order that you want
to view.
- In the Related Tasks panel, under Fulfillment, select
Reschedule Appointment.
- In the Current appointment panel, select the Edit
icon.
- In the Appointment Date field, select the date that the customer wants
the appointment.
- In the Select Appointment drop-down menu, select the time slot that the
customer wants for the appointment.
- Click Save. The rescheduled appointment is saved to the order.