Y3 Technologies: Y3 Customer Success Portal

Update Appointment Date and Time

To update appointment date and time,

• Go to utility > appointment booking.
• Key in:
  1. Organisation code
  2. Customer
  3. Order created date from
  4. Order created date to
  5. Default search by appointment date to original
  6. Pending appointment to yes
  7. Order ref #
• It is advisable to use order ref # (IKEA Sales Order Number) to search service order because 1 sales order can have multiple service orders.
• Select the order type.
• Click query.

• Once an order is selected,
  1. Select:
     • Call reason: APPT BOOKING
     • Appointment date
     • Time slot
     • Optional to enter remark
  2. Click save call before clicking close.