< back to Business Office guides

Appointments - Opening From a Deal

	View Quicktime movie for this guide
	Download PDF of this guide

Use this QuickStart Guide to learn how to open a service appointment from a deal.

1. Select the deal that you want to open an appointment on.
2. Enter the stock number on line 1; or
3. Use function 20=Retrieve to select the deal by customer name.

Select the service writer.

1. Use Fast Path Code SA=Service Appointment to display the First Visit Appointment Confirmation window.
2. To change service writers, hit F4 on the Service Writer* field to display a list of service writers.
3. Take option 1=Select by a service writer and press [ENTER] to select.  You may have to page down to see all of the service writers.

Select the appointment date and time.

1. Use function F6=Select Appointment to display the Appointment Time Selection screen.
2. Type in the date for the appointment and press [FIELD EXIT].
3. Change the appointment type if desired.  Hit F4 on the Type* field to select Service, Body Shop, or First Visit appointment.
4. Enter any comments such as “Needs a rental car”.
5. Set Loaner = Y if the customer will need a rental car.
6. Take option 1=Select by the appointment time and press [ENTER]. You may have to page down to see all available appointment times on that date. The appointment is created and you are returned to the Deal screen.