Synchronization of work and exchange orders

Lines on a work order can be from multiple sales orders.

For example, if a customer wishes to return a newly installed dishwasher and replace it with one of a different color, a return order containing the uninstallation and pickup of the old dishwasher, along with the dishwasher itself is created. An exchange order is also created containing the new dishwasher, along with delivery and installation services for that new dishwasher. The user then has the option of generating a single work order that contains the following:

  • New dishwasher
  • Dishwasher delivery (Delivery Service)
  • Dishwasher installation (Provided Service)
  • Old dishwasher
  • Dishwasher pickup (Provided Service)
  • Dishwasher uninstallation (PS)

This enables the user to create only one appointment for both tasks.