• Check for customer in CTWCLedger using form - AR/Customers/History. If customer does not exist, add as in step 1.
• Check to see if a Quotation or Sales Order already exists for that customer. Note you can reuse an old entry by updating information and saving as new.

Quotations are entered using CTWCLedger form - Quotations/Quotation

Work Order/Sales Order are entered using CTWCLedger form - Order Entry/Sales Order

Invoice is entered using CTWCLedger form - AR/Sales Invoice

Data Entry is the same for each type:

1. Select customer from customer drop down field.
2. Click update button at bottom of form to update customer information.
3. Enter Enter service request details and work performed details in Notes field. Note that Computer and networking information should already show up in internal notes as per customer entry instructions.
4. Parts and labour entry

   Labour codes should already be on the work order. If not, look-up labour codes on your prinout or use a separate browser window to look up codes using form - Goods & Services/Reports/Services

   Parts codes should already be on the work order. If not, look-up part codes on your prinout or use a separate browser window to look up codes using form - Goods & Services/Reports/Parts or Assemblies!

   Note: If an equivalent part or service can not be found, it needs to be entered in the CTWCLedger as per Parts and Services Entry Instructions found in this folder.

   Once code is determined, enter part or service number in the Number field, enter the quantity