Create Service Order by SKU

This lesson explains how to Create a Service Order by using SKUs. SKUs will be created prior to use by ServiceLive Admin. This lesson explains how to select SKUs and then how to enter each tab to add, edit or confirm information.

1. Navigate to Original Service Order:
   • Click on    link from ServiceLive dashboard.
     
2. Add SKU:
   •   tab will display.
   • Select radio button labeled “Create Service Order using Service Categories & SKU”.
     
   • SKU Categories & SKU section will display.
   • Click on drop down arrow labeled “SKU Category” and select appropriate choice.
   • Click on drop down arrow labeled “SKU” and select appropriate choice.
     Note: Nothing will appear in this category unless you select a SKU Category first.
   • Click on    button.
     
   • SKU Task will display.
   • Click on   link to delete SKU Task.
     
   • To add another SKU, repeat steps 2a – 2f.
     Note: You can only add another SKU that has the same Main Service Category.
3. Edit, Add or Confirm Information in Service Order:
   • Information entered for SKU during SKU creation will automatically load in Service Order.
     Note: You will need to edit or add different information depending on what information was entered in SKU Maintenance. Your company will have documents to help isolate what specific information needs to be edited, added, or confirmed.
   • Continue to scroll through     tab and edit, add or confirm information contained on tab.
   • Click    button at bottom of page to continue creating Service Order.
     Note: For additional details refer to Scope of Work Tab lesson in Create a Service Order course.
     
   • Click on   tab.
   • Scroll through and edit, add or confirm information contained on tab.
   • Click    button at bottom of page to continue creating Service Order.
     Note: For additional details refer to Additional Info Tab lesson in Create a Service Order course.
     
   • Click on    tab.
   • Scroll through and edit, add or confirm information contained on tab.
   • Click    button at bottom of page to continue creating Service Order.
     Note: For additional details refer to Parts Tab lesson in Create a Service Order course.
     
   • Click on    tab.
   • Scroll through and edit, add or confirm information contained on tab.
   • Click    button at bottom of page to continue creating Service Order.
     Note: For additional details refer to Providers Tab lesson in Create a Service Order course.
     
   • Click on    tab.
   • Scroll through and edit, add or confirm information contained on tab.
   • Click    button at bottom of page to continue creating Service Order.
     Note: For additional details refer to Pricing Tab lesson in Create a Service Order course.
     
   • Click on    tab.
   • Scroll through and edit, add or confirm information contained on tab.
     
   • Click on blue link    to view Terms & Conditions.
   • Select radio button labeled “I accept the Terms & Conditions”.
   • Select checkbox notification to acknowledge that you have selected Service Pros without insurance.
     Note: This checkbox displays only if one or more Service Pro you selected has reported that they do not have General Liability and/or Workers’ Compensation.
   • Click    button to save and exit Service Order.
   • Click    button to Post Created Service Order.
     Note: For additional details refer to Review Tab lesson in Create a Service Order course.