Adding Order Entry Document Memos

Adding Order Entry Document Memos

Purpose

In addition to manually creating memos on Order Entry documents, Memos in COSTAR can be preformatted, stored, and added as part of a Kit assigned to a Product Type, Item, Service Code or Special Item for use in Order Entry Documents.

Creating a new Preset Memo

To create a new Memo, open COSTAR and;
  1. Select Settings
  2. Select Order Entry Options
  3. Select Memos and Messages
  4. Click on Memo Maintenance
  5. Click on Add New

You will now need to give your memo a quick type code, for example TWN, and what the memo will display.


Click on Back to save the memo

Using the Order Entry Memo

To add the new memo onto a repair order, go to
  1. Order Entry
  2. Click on Repair Order
  3. Open the customer document
  4. Click on the Magnifying Glass
  5. Select Messages
  6. Select your created message



Alternatively, you can type M and the code in the item number field to populate the message. For example M TWN for the message above and then click off the line

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