E-2 from the Main Menu

 

You can select a customer after you create a work order, or use the customer tab of the work order counter screen to select a customer for a work order before creating the work order. This screen is divided into logical sections, all of which are described below

 

 

Global Search

The global search fields allow you to search for an instance of whatever you enter in any relevant field. For example, if you enter a phone number (must be 10-digit), FocalPoint will search customers, contacts, additional users, ship-to records, and so on, and show you customers that have a match somewhere in their file. Likewise, entering a first or last name in the Name search field will search for any instance of that name, and show you customers with matches.

 

New Customer

Quick Add

Click this button to add a new customer with selected fields

 

Scan ID

Click this button to invoke the driver's license scanning process

 

Verify Card

Allows you to verify a credit card is legitimate before creating any work order. Only available with integrated credit card processing.

 

Work Order Creation

Work Order

Click this button to create a new work order based on the customer you selected.

 

Quote

Click this button to create a new work order quote based on the customer you selected.

 

Miscellaneous

•See and access a list of open purchase orders related to open work orders

•Access the front counter "Edit Existing" screen for open orders/reservations/quotes

•Access the Customer Items file

•Open the cash drawer

•Export the list screen to a screen from where you can create an xlsx, csv or text file

 

Columns and search fields

Fun with column headings

(these options are typically available from all list screens in FocalPoint):

•If you left click on a heading, the records in the column will sort ascending or descending (alternating with each left click)

•If you right click on a column, you will be presented with options to:

oSort Ascending

oSort Descending

oClear Sorting

oGroup By This Column

oShow Group By Box

oHide the column - if you hide a column, it will stay hidden for your user ID until you bring it back.

oRemove This Column

oChoose Which Columns to Display - (this is how you bring it back)

oBest Fit THIS Column

oBest Fit ALL Columns

oFilter Results in this Field using 13 methods (Equals, Does Not Equal, Greater Than, Less Than, etc.)

oShow the Find Panel for more robust wildcard searches

oHide the Auto Filter Row

•If you "hover" over the column heading, a tiny filter will show in the upper right corner of the column name, where you can then filter the column based on real time results of the column

 

Searching

Below each column heading is a blank field that you can use for searching within that column. Searching hints:

•If you start typing in numbers or letters in any of the search fields, FocalPoint will return results for any matches that BEGIN WITH the characters you entered.

•If you precede your search characters with a %, FocalPoint will return results for any matches that CONTAIN the characters you entered.

•Preceding your search characters with an asterisk (*) works the same as preceding your search characters with a percentage sign.

 

Right Clicking and Double Clicking on a Work Order, and the "plus sign"

Below the blank search field is a list of customer results based on the criteria you've chosen to this point. Click the box to the left of the customer to select it. Right click on the customer to edit the customer information.

 

Customers in the list screen

Similar to work order list default and non-default column headings in the Work Orders tab, effective version 2.54, the change you make to the columns on this and many other list screens will be saved based on your user ID (See "Fun with column Headings" above to learn about the changes you can make).The columns that show on this list are standard customer information fields, similar to those found in the front counter and customer file.