Scheduling Service Setup

Included in this article:

1. Overview
2. Service Set-Up Procedure

1. Overview

A delivery team will have to return to a guest’s home when initial set-up was not completed at time of delivery (something is missing for assembly to be completed such as hardware). TDG would order the necessary parts and once received into our possession, we would arrange for the drive team to go back to the guest’s home for finalization of assembly of their good(s).  

2. Service Set-Up Procedure

Use this procedure when arranging a service set up for our guest:

1. Review the Audit Comments Log of the customer service order to determine that a Delivery Team is required for a service setup.  

2. Verify the guest’s address. 

3. Determine time required for setup. 

4. Go to Enter a Sales Order in Storis 

5. Click the add button to generate a Sales Order number 

6. Enter the Customer Code into the Customer Code field 

7. Select the Merchandise tab 

8. Enter SERVICESETUP in the Product field 

9. Enter the quantity based upon the amount of set up time is required 

       § Quantity 1 = 15-minute increments for service setups 

            i. Example: Require 30 minutes, the quantity would be 2

10. Enter $0.00 in the Price field 

11. Click on the Payment tab. This prompts the ‘Select a Fulfillment Date’ box to appear. 

12. Choose the soonest date available 

13. Press Save 

14. Remove the delivery charge from the Delivery Payment field. The balance needs to be $0.00. 

15. Select the Fulfillment tab 

16. Click the Calendar icon to view the next available dates 

17. Choose a date with the guest, and select it within Storis  

18. Select Scheduled from the Status dropdown menu 

19. Enter instructions into the Instructions field by selecting Additional Fulfillment Information Bring Parts from CSO XXXXXXXXX Reason for service set up (TO ASSEMBLE HB, FB, AND RAILS) Parts Location (this is found in the Parts tab of the CSO) 

       a. Go into Parts tab of the CSO 

       b. Select Edit on the line item of the part order  

       c. Click Actions. Choose Additional Line Item Details 

       d. Select Sales Order tab 

       e. Review the Storage Location for your parts location 

20. Press Save 

21. Select the Customer tab 

22. Enter 55NA into the Salesperson field 

23. Select Actions. Choose Audit Comments Log, then select Update Comments 

            STG – BOOKED SERVICE SET UP
FOR NOV 16. THIS IS TO COMPLETE ASSEMBLY OF THE HB, FB, AND RAILS. PARTS ARE ON CSO XXXXXXXX. 

            CONFIRMED SERVICE ADDRESS 

            ADVISED CANCEL POLICY 

24. Press Save 

25. Select Exit 

26. Press Save twice