MANAGING OVERDUE WORK ORDER - DAILY TASK AFTER 5PM

MANAGING OVERDUE WORK ORDER - DAILY TASK AFTER 5PM


WHY?
We need to keep work order manager clear
The overdue work orders is a sign that work order needs action, so we will act on it 


SET UP 
Make sure to have work order manger views set up correctly 
SORT BY - Work Order Status, Delivery Date &  Order number


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STEPS 
1. Go Pinnacle > Inventory > Find MVR > Work Order Manager > WorkOrder Manager
      Do not put or select any filter as we want to show all active work orders from any orsalesperson




2. Clear Work Order status is "COMPLETED"
    VIDEO INSTRUCION

NOTE: We will only do this with work orders with COMPLETED status

Select the order by clicking once
Right click on the highlighted order and select Update Status
Select your username in the dropdown
Tick the box Mark as Processed then click OK


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3. Overdue WORK ORDERS - reminder salesperson to action

Only look for overdue work orders highlighted in red
Add to front of subject line - OVERDUE WORK ORDER PLEASE ACTION

MAKE SURE TO SEND TO THE SALESPERSON - NOT THE CUSTOMER
You may have to type in the the salespersons email address if work order is for trade customer 



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FAQ

What to do if sales person hasn't responded or actioned after 1 business day?

      Send another email reminder but this time add his manager in the Cc


What is the email address or where can I find the email address of salesperson?

      See this table for JJ SYDNEY & SUPPORT EMAIL ADDRESSES


What email should I send the reminder if salesperson is GUEST?
     
      Just send the email reminder to ebay@jjautoparts.com.au


How will I know if salesperson is from online sales team?

      See LUCID ORG CHART