You can customize what information about an article you want to see when you add it to an order. This feature is available in Edit mode. The details view is not affected by your Edit mode settings or when you use “quick add” articles. Click the cog wheel to select…
The Excel import for service orders supports the following column headings: OrderNo. – Enter integers only. Blank or 0 gives the next available order number.Machinnr, MachineNo. or MachineNumber – existing machine number.CustomerNo. – existing customer number.SerialNo, MachineSerial, MachineSerialNo or MachineSerialNumber – existing serial number.Date, Date or Startdatum – order date.Planned…
The Planner has got a map view! Click the Show Map button. You will find the button on the far right below the list of days and resources (see image 1). When you click on the arrow that marks a booking and location, a box opens with more information about…
News for those of you who have set up your own SMTP We have added a From address field in SMTP. By default, the address you entered in the User field will be displayed. Settings for SMTP is made in Group settings – Email settings. Admin permissions are required. Currency…
New print templates tags Tags for assigned {Assigned} etc. You can find all tags for assigned in the article Tags for address, contact, signature, assigned and article. New tag in the editor In Email Settings – Templates, we have added a tag for the service object’s serial number and {yourRef}…
There are a number of settings for service orders and permissions that can be made. Go to the Group Settings page (requires admin permission). Set email addresses for ordering information concerning articles/parts Add email address(es) of the persons who will receive information about which articles to order, has been ordered…
To increase security, we will be enabling multi factor authentication for all users. For now, you can choose to enable the feature yourself – do it for your own security. How to enable the feature You can activate it in your Account Settings. Click on your username and look for…
Permission Explanation Good to know Link: Supplier invoices View The user sees the function. Restore Gives the user the permission to restore an uploaded supplier invoice, i.e. remove the connection to an order. Upioad Gives the user the permsission to upload invoices (pdf). Attest Gives the user the permission to…
Permission Description Other settings that affect / Good to know / Link to more information Link: Ticket View Enables the user to se the ticket function. Edit Enables the user to edit a ticket. Create Enables the user to create tickets. Delete Enables the user to delete tickets.
Permission Description Bra att veta Link: Service template View The user sees all service templates and can add them to items and orders. Edit The user can change service templates. Create The user can create service templates. Delete The user can delete service templates.
