When a customer buys an item that needs to be assembled (e.g. a bike build), you’ll still want to create a work order to track your technicians’ workload.
Create the Work Order Detail at time of sale
Ideally, you want to create the Work Order at the time of sale for the bike.
You don’t want to end up with duplicate serial
numbers for the customer, click Cancel
on the Enter Serial Number prompt.
Select the appropriate customer, then add the item to Work Order Details. Be sure to enter or select the serial number
for the item when prompted. The Serial #
fields do not populate yet – DO NOT select from or add to the Serial # fields yet!
Enter all other relevant information and click Save. On the Customer Repair Item prompt, click Cancel. It doesn’t show just yet, but the serialized item you added
in Work Order Details is automatically selected as the repair item for the
Take any necessary payments and save the transaction.
Create the Work Order Detail after the sale
Completing the assembly
From Work Order Details, make note of the item’s Serial Number.
From the Ascend Desktop,
select the View menu > Serialization.
In the left pane, expand Serialization and select Not Assembled Sold. On the top toolbar, select the Serial Number search criteria, enter the serial number in the search box, and click the magnifying glass icon to search.
Double-click the serial number. In the Assembled By drop-down, select your name, check Assembled, and click Save.
Complete the repair as normal.
Article: Process a customer’s repair