See also: Operations Table

Overview

In the legacy operations table, we previously provided the 'Toggle Sold' feature. While this feature was used in various scenarios, it was primarily used to mark line-item operations as not sold. This prevented these items from appearing on the customer's version of the estimate and ensured that they were excluded from the export to the repair order (RO) until they were ready to do so. This has been replaced by the Withhold Flag.

Withhold Operations Feature

By flagging the line-item operations to "Withhold", those items will be marked as withheld. This action will prevent them from being exported to the DMS and will also exclude them from the customer views of the estimate, without affecting the current approval status.

To flag a line item as withheld, select the flag icon located in the Actions column on the same row.

After applying the "Withhold" flag, a flag icon will display in the Operation column. The clicked flag icon changes to a filled icon, and upon hovering over either icon, a confirmation message stating "Withheld from export and customer view" appears.

To remove "Withheld" from the line item operation, click the filled flag icon in the Actions column for that line item. After selecting the flag, the line item operation will be updated accordingly.