Comments

Overview

Comment lines are added to a ticket at the Point of Sale to relay information to either the customer or the technician. Invoice comments can be added to a ticket by selecting a pre-defined invoice comments from the Invoice Comment table; invoice comments can also be manually added as a ticket is being created. Additionally, pre-defined invoice comments can also be linked to an item or group of items via the Invoice Comments Configuration. Selecting a pre-defined invoice comment, instead of manually entering a comment, can save time when creating tickets in POS.

When invoice comments are added to the Invoice Comments table, they are classified as one of the following types:

• General Comment: These comments are used to include remarks on the ticket such as, “Thank You” or ”Ask about our special”.

• Symptom Complaint: These comments will be used at the Point of Sale to relay symptom information to the technician to help in the diagnostic process.

• Technician Comment: These comments are used to track notes about recommended services and will help with future diagnostic work and customer follow-up purposes. Comments assigned to this comment type may appear in a separate section for some of the ticket formats.

• Customer Acknowledgement: These comments will require the customer’s signature in order finalize the ticket. Comments assigned to this comment type may appear in a separate section for some of the ticket formats.

Steps: Add a Comment to a Ticket

1. At the Point of Sale screen, click on the Transaction Information box or click on the area of the screen that displays the detail lines.

2. Click on the Comments button.

3. Click on the comment button that corresponds to the type of invoice comment being added to the ticket.

1. General Comments

2. Symptom/Complaint

3. Technician Comment

4. Customer Acknowledgement

8. Invoice comments can be displayed in the following:

1. POS Screen

2. Printed Ticket

3. Pick List

12. Select or enter the invoice comment to include on the ticket:

1. Highlight a pre-defined invoice comment to add to the ticket and click Insert Pre-Defined comments button. The selected invoice comment will be displayed in the provided space.

1. See Invoice Comments for information on creating pre-defined invoice comments.

2. In the space provided, type the invoice comment you wish to appear on the ticket.

1. Note: a pre-defined comment can be selected to display in the space provided and then modified as necessary.

2. Comments added here cannot be saved to the Invoice Comments table for future use.

3. Once the comment displayed in the provided space is finalized, click OK. This will take you back to the Point of Sale screen with the comment added to the open ticket.

Note: You can use these comments to protect yourself against false claims. For example, you may have alerted your customer to a problem but he/she declined the service. Later, the customer returns and claims that you caused the problem. The Technician Comment you have printed on the original Invoice and saved to the customer’s vehicle Invoice History will show that you recommended the service on a prior visit.