Shop Boss reporting structure is directly connected to RO STATUS.  For this reason, customizing RO STATUS or flag color cannot be done. 

 

 

 

As an alternative, on the right hand side of the Main WIP page is a column called RO Type.   This column can be created and customized to show specific detailed activities of your choice.  

 

 

 

 

 

 

First, view the RO Types that can be customized by clicking on Settings from the Main WIP page  

• Click RO Types

 

• Review the RO Types and corresponding colors  

 

To add a new RO Type:

• Click on Add New RO Type
• Type in text and select color 
• Click Save

 

To replace or delete an existing RO Type:

• Click the line that needs to be updated
• Type over the text to replace a term, or click Delete at the bottom of the pop up window
• Click Save

 

To update the RO Type on a Repair Oder:

• Near the top right of the screen in the RO look for the drop down button next to RO Type.  You should see all of the RO Types added through settings.
• Change RO Type by clicking on the appropriate selection.

 

 

NOTE: NO APPROVAL is the RO Type used to remove the Repair Order from your Main WIP, Customer and vehicle history, and keeps it from any reporting or accounting. The RO will need to be in the status Inspection. This is the selection to make for test RO's, erroneous RO's or declined work where the customer is not paying any fees.