Manager automatically red flags orders whose promised date is prior to the current date. This type of exceptions highlighting is commonly known as "red flagging." In addition to color-coding types of orders, Manager also highlights entries in some data fields in red, indicating a condition that may require attention. Blue Invoice (printed), Counter Sale (printed).Black - Repair Order, Invoice/Counter Sale (unprinted).Gray - Estimate, Quick Estimate (unprinted).Some types of orders change after printing. To ease identification, orders displayed in the Work in Progress screen are color-coded. Order - Opens the Order panel for the vehicle.Editable fields are available for entering, and/or changing, the Status, Location, Hat Number, and Completion Time for the vehicle. Detail - Opens the Work in Progress Detail dialog box which contains status information about the customer and vehicle(s).Payment - Opens the Apply Payments dialog box, in which you can apply a payment to an order.Scheduler - Opens the Schedule Work dialog box, in which you can change the schedule time and/or date for the work to be performed.You are also able to conduct a word search from this dialog box. Display - Opens the Status Display Preferences dialog box in which you can alter aspects of your display including the types of orders to be displayed and the sort order.Purge Ests - Initiates a procedure to delete any estimates created prior to the specified number of days.These options are described briefly below: The buttons along the bottom of the Work in Progress screen provide a number of options for working with open orders. This feature is especially helpful in sorting the Gross Profit % column to identify zero, low, and high profit line items that might require attention. Sorting You can sort any field in the WIP screen by clicking on the column heading. Vehicles containing 1995 in the model name are shown highlighted in the WIP grid. The example query above searches the Vehicle field for vehicles with 1995 in the model.ģ. A popup menu allows you to enter a search string.Ģ. Excluding sorting order, these WIP screen settings are retained per name or job function selected from your User List.ġ. Search any column and multi-sort the columns with a primary and now first time, secondary sort options. Just click on the value and a pop-up allows you to pick a new entry. It’s now possible to edit field values such as the service writer OR technician assigned to the job while still in the Work-In-Progress screen, without first having to open it on the Order screen anymore. You select an order by clicking on it with your mouse pointer, or by moving the highlight bar up and down with your arrow keys. The rows of the Work in Progress screen list your shop's open orders. To access the Work in Progress (W.I.P.) screen: The look of the screen can be customized to fit the unique needs of system users. As such, this is likely the screen you will most often be in when you are not working with an open order. In addition to being able to select any open order to work in, you are easily able to access the other areas of the system. The Work in Progress screen is where you access open orders in Manager.