Create a Transient Owner Service Parts Order

To create a transient owner service (TOS) parts order:

From the Order Type drop-down list, select the "TOS - Transient Owner Service Order" option.

In the Dealer Order Reference # field, type a unique reference number to identify the parts order.
Note: If the reference number is a duplicate number, Fred automatically generates a suffix and highlights the suffix in the Parts Order Detail section. After you type a unique Dealer Order Reference #, Fred clears the suffix.

In the Ship To Name field, type the name of the person or location where the part should be shipped.

In the Ship To City field, type the name of the city where the part should be shipped.

In the Ship To Address, type the street address where the part should be shipped.

From the Ship Priority, Cross Ship Priority, Backorder Flag, and Cross Ship Flag drop-down lists, modify the default selections, if desired.
Note: The information in these lists is automatically populated based on the order type.
Note: Changes made in the Parts Order Detail section may override this setting.

In the Ship To ZIP field, type the ZIP code where the part should be shipped.

In the Shipping Instructions field, type the shipping instructions for the parts order, if desired.

Complete the Parts Order Detail section:

Note: Click here for instructions on how to add a part.
Note: Click here for instructions on how to delete a part.
Note: Click here for instructions on how to look up a part.
Note: Click here for instructions on how to modify a detail line.

Click the desired button to save, submit, delete or cancel the parts order.

Save - Click the Save button to save the parts order.
Note: You must complete the header information and add at least one detail line before you can save the parts order.
Submit - Click the Submit button to validate the parts order and submit the order for fulfillment or approval.
Note: You must complete the header information and add at least one detail line before you can submit the parts order.
Note: If errors are found during the validation process, a warning message appears. Click Yes to submit the order with warnings, or click No to cancel the submission and return to the parts order.
Delete - Click the Delete button to delete a new or saved parts order.
Note: You cannot delete submitted, allocated, backordered, or canceled parts orders. The Delete button is dimmed for parts orders with any of these statuses.
Cancel - Click the Cancel button to clear any changes made since the previously saved version of the parts order. Click Yes to confirm the cancellation and discard all changes, or click No to return to the parts order.

Tip

For fastest processing, correct all errors before submitting a part order.

Tip

TOS orders require customer name and address.

Create a Transient Owner Service Parts Order

To create a Transient Owner Service (TOS) parts order:

Select the "TOS - Transient Owner Service Order" option.
Type a unique reference number.
Type the name of the person or location where the part should be shipped.
Type the name of the city where the part should be shipped.
Type the street address where the part should be shipped.
From the Ship Priority, Cross Ship Priority, Backorder Flag, and Cross Ship Flag drop-down lists, modify the default selections, if desired.
Note: The information in these lists is automatically populated based on the order type.
Note: Changes made in the Parts Order Detail section may override this setting.
Type the ZIP code where the part should be shipped.
Type shipping instructions, if desired.

Complete the Parts Order Detail section:

Use the appropriate button save, submit, delete, or cancel the parts order.

Tip

For fastest processing, correct all errors before submitting a part order.

Create a Transient Owner Service Parts Order

To create a transient owner service (TOS) parts order:

From the Order Type drop-down list, select the "TOS - Transient Owner Service Order" option.

In the Ship To Name field, type the name of the person or location where the part should be shipped.

In the Ship To City field, type the name of the city where the part should be shipped.

In the Ship To Address, type the street address where the part should be shipped.

In the Ship To ZIP field, type the ZIP code where the part should be shipped.

In the Shipping Instructions field, type the shipping instructions for the parts order, if desired.

Complete the Parts Order Detail section:

Click the desired button to save, submit, delete or cancel the parts order.

Save - Click the Save button to save the parts order.
Note: You must complete the header information and add at least one detail line before you can save the parts order.
Submit - Click the Submit button to validate the parts order and submit the order for fulfillment or approval.
Note: You must complete the header information and add at least one detail line before you can submit the parts order.
Note: If errors are found during the validation process, a warning message appears. Click Yes to submit the order with warnings, or click No to cancel the submission and return to the parts order.
Delete - Click the Delete button to delete a new or saved parts order.
Note: You cannot delete submitted, allocated, backordered, or canceled parts orders. The Delete button is dimmed for parts orders with any of these statuses.
Cancel - Click the Cancel button to clear any changes made since the previously saved version of the parts order. Click Yes to confirm the cancellation and discard all changes, or click No to return to the parts order.

Tip

For fastest processing, correct all errors before submitting a part order.

Tip

TOS orders require customer name and address.