Autoline and Plan-IT - customer waits, time appointment, deadline, replacement car


On this page we explain what effect the different options in an Autoline work order have on work orders in Plan-IT.



Configure start time and end time


Enter in Plan-IT what the default times are that Autoline uses as starting time and end time for the workshop (usually this is 8:00 and 17:00).


Plan-IT uses these settings to determine whether you want to give a work order a customer waiting, a time appointment, or a deadline.
Further down on this page we will explain how that works.


  1. Click in the menubar on the option System.
  2. Select the option System settings.
  3. In the top row of tabs, go to Replacement Car.
  4. Then in the second row of tabs, go to Settings.
  5. Select the correct start time and End time in the fields Start time for replacement cars and End time replacement car.




Schedule work order


  1. Create a work order in Autoline and click on the Save button.




  1. A pop-up window appears. Click on the OK button.




The work order is now available in Plan-IT.


  1. In Plan-IT, click with the right mouse button on the planning board at the preferred day, time, and employee.
  2. In the context menu that appears, select the option New Work Order.




  1. The Work order window appears. Click in the bottom left corner on the Import button.




The Import window opens.


  1. Select the work order that you want to import.
  2. Then click in the bottom right on the Import button.




The import window disappears and the Operation window opens.


  1. Select the operation/color that you want to give to the work order.
  2. Then click on the OK button in the bottom right corner.




The work order window is now filled with all data from Autoline.


  1. Click on the Save button in the bottom right corner.




The work order is now placed on the planning board.




Customer waits


Follow the below steps to schedule a work order with the indication that the customer will keep waiting while the operations are being performed.


  1. In Autoline, put a check in the box with the option Klant wacht when creating the work order.
  2. Enter the expected time of arrival for the customer if you want to see it on the work order.




  1. Save the work order in Autoline.
  2. Import the work order in Plan-IT.


The Customer waits option is automatically taken over from Autoline, with the adjusted customer time entered as waiting time.




The work order shows a red border as indication that the customer wants to wait.
When an adjusted customer time is entered in Autoline, it will be shown in the topleft corner of the work order in Plan-IT as indication what time the customer is expected.




Time appointment


Follow the below steps to schedule a work order with a time appointment.


  1. In Autoline, enter the times that have been agreed upon with the customer.




  1. Save the work order in Autoline.
  2. Import the work order in Plan-IT.


The Time appointment option is automatically taken over from Autoline, with the adjusted customer times entered.




The adjusted customer times that are entered in Autoline, are shown in the topleft and topright corner of the work order as indication what has been agreed upon with the customer.




Deadline


Follow the below steps to schedule a work order with a deadline.


  1. Enter the time that you want to see as a deadline on the work order.




  1. Save the work order in Autoline.
  2. Import the work order in Plan-IT.


The Deadline time is automatically taken over from Autoline, with the adjusted customer time entered as deadline time.




The adjusted customer time that is entered in Autoline, is shown on the work order on the planning board in the topleft and topright corners as indication when the deadline for this work order is.




Reppacement car


Follow the below steps to schedule a work order with a replacement car.


  1. Put a check in the box with the Vervangend vervoer option in Autoline.




  1. Save the work order in Autoline.
  2. Import the work order in Plan-IT.


The Replacement Car option is automatically taken over from Autoline.




An indication that a replacement car needs to be provided to this customer appears on the work order in Plan-IT.





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