KB Article #6412
The Overview window is the "home" for all quotes and orders that you receive through RepairLink. The Overview window is divided into several sections that allow you to quickly locate and process transactions or modify the view to display specific transactions that need your attention. 
| 1 | Items that require your attention will display as alerts. This can include new notes or photos sent by a shop. |
| 2 | The Search box allows you to quickly locate orders on the Overview using an exact phrase, partial words, or numbers such as by vehicle, by the VIN, the RO number, or information in the Latest Memo field. |
| 3 | Use the Overview menu to print or filter transactions or attach notes and photos to a transaction. (Click here for more information.) |
| 4 | Key information about your transactions will display in this section of the Overview. (Click here for more information.) |
The following menu options are available on the RepairLink Overview:
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Choose to show the latest 250, 500, 750, or 1000 transactions, or show all. |
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Archive the transaction. (Click here for more information.) |
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Print details from a transaction for your records or to provide to a customer. (Click here for more information.) |
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Attach notes or photos to a transaction for your records or to provide to a customer. |
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Refresh the Overview page to update any changes made. |
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Filter which transactions show on your Overview based on current status. (Click here for more information.) |
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Add the OEC Transaction ID to the transaction details. |
The following details about each transaction display on the Overview:
| Trans ID | The unique ID OEC assigns to each transaction. (Click Show Trans ID in the Overview menu to display this column, which is hidden by default.) |
| Status | Shows the current status level of the transaction. This will automatically update, depending on actions taken on the Order Details window. |
| Program | Some manufacturers have chosen RepairLink technology to manage specialized pricing programs. The appropriate program name will display if one or more parts on the transaction could quality for an OEC-discount program. |
| PO# | The body shop's part-order number. |
| Vehicle Description | The year, make, and model of the vehicle needing parts. |
| Salesperson | Shows the primary salesperson (if assigned) for this shop and will show the backup salesperson (after the primary salesperson) if there is one. If the primary salesperson is not in the office, the backup can complete and fulfill the order. |
| Attachment | Indicates notes or photos are included with the transaction. When a new note or photo is received from a shop, the indicator will display in green. |
| Submitted By | The body shop that submitted the transaction. |
| Last Modified | The last date and time the transaction was modified and changes were saved. |
| Latest Memo | Use the memo field to enter notes to yourself or co-workers who may work your transactions. If a new memo is added, the previous entry is permanently deleted. |
