Creating a Quick Order

The Quick Order feature provides the ability for you to select a vendor for individual parts on the estimate. ARO and RPS vendors that were selected while writing the estimate are automatically selected as the vendor for ordering the part. All other parts default to your preferred vendor for the vehicle make and part type.

CCC ONE® Touch provides the ability to shop for parts from electronic vendors while writing the estimate.

Access the Quick Order action in the following location:

• Workfile search results – select or right-click on a repair order, and then select Action > Quick Order in the mini-toolbar
• Workfile detail form – select Actions in the menu bar, and then select Quick Order
• Production Schedule dashboard – right-click on a repair order, then select Action > Quick Order

As you select parts from the Parts section, the purchase order to be created is added to the Purchase Orders section in the Quick Order screen. After making your selections, the wizard creates a purchase order for each of the vendors you selected.

To create a Quick Order from the Parts Dashboard

1. Click on Dashboards, and then click Parts from the menu bar. The Parts Dashboard screen opens.
2. Click on the Parts Not Ordered option. Repair orders that match the search criteria appear in the Search Results pane.
3. Click on the repair order, and then click Quick Order from the mini-toolbar. The Quick Order screen opens.
4. Select the checkbox for each part in the Parts section.
5. Select the vendor from the Vendor droplist if needed (optional).
6. Select the print or email notification option for each purchase order in the Purchase Orders section.
7. Click OK. The Processing Purchase Orders screen opens and the purchase orders are printed or emailed according to the options you selected.
8. Click OK to close the Processing Purchase Orders screen.

To create a Quick Order in a workfile

1. Open the repair order workfile.
2. Select Actions > Quick Order from the mini-toolbar. The Quick Order Parts screen opens.
3. Select the checkbox for each part in the Parts section.
4. Select the vendor from the Vendor droplist if needed (optional).
5. Select the print or email notification option for each purchase order in the Purchase Orders section.
6. Click OK. The Processing Purchase Orders screen opens and the purchase orders are printed or emailed according to the options you selected.
7. Click OK to close the Processing Purchase Orders screen.

To create a Quick Order from the Production Schedule Dashboard

1. Click View > Production Schedule from the menu bar. The Production Schedule screen opens.
2. Right-click the repair order, and then click Actions > Quick Order from droplist. The Quick Order Parts screen opens.
3. Select the checkbox for each part in the Parts section.
4. Select the vendor from the Vendor droplist if needed (optional).
5. Select the print or email notification option for each purchase order in the Purchase Orders section.
6. Click OK. The Processing Purchase Orders screen opens and the purchase orders are printed or emailed according to the options you selected.
7. Click OK to close the Processing Purchase Orders screen.

Note: Selecting the email notification method, creates an email with the purchase order attached as a PDF.

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