You can recreate your IDS estimates or work orders in Boatyard in just a few quick steps.
It's simple to upload an IDS PDF into Boatyard. If the customer is new to Boatyard, the system automatically generates a customer account and boat information.
You'll still be able to import a work order using the W/O number in the Boatyard order, but now you'll also be able to import or update an order via PDF as well.
This feature can be used for estimate PDFs and also work order PDFs that included Required amounts.
Note: It's important that your PDF uses the correct G2 template, or you cannot use this feature.
You must use the newest template available in G2. Some locations are still using the old template. The new template has a "Promised Date" at the top of it (that's the quickest way to tell them apart).
It also needs to be an original PDF from G2/IDS. It can not be a printed version that has then been scanned back into your computer.
How to Import an IDS Estimate or Work Order PDF into Boatyard
To get started, click on "New Order" in Boatyard.
Next, select a file or drag and drop the PDF from your desktop and then click "Continue" to proceed.
If you customer has existing open orders you will be asked to decide whether to use an existing open order for the customer or create a new one.
Next, confirm that the correct work order is being imported. Click on "Import" to bring in all the information from the PDF, such as environmental fees, charges, and sales tax.
And that's it! The IDS estimate is now successfully transferred into Boatyard.
Updating an IDS order in Boatyard
There might be times that you need to update the order in Boatyard once you've created an order in Boatyard to match your IDS estimate or work order. It's simple to update the Boatyard order by following these few steps below.
First, make sure to download the PDF from IDS containing all the new information.
Next, open the corresponding order in Boatyard. Click on the "Import Order" button at the top of the Order Detail section.
Then, select the file or drag and drop it from your desktop and click the "Continue" button.
Lastly, Confirm that the correct estimate or work order is being imported and understand that existing line items will be overwritten. Click the "Import" button and your Boatyard order will be updated to match the IDS work order.