Under Deliveries, you make and view inbound and outbound deliveries in your storages. A delivery can be made in several different ways: Inbound delivery Click on the + sign to make a new delivery. Inbound via Purchase order Open the purchase order. Click the Create delivery button at the bottom of…
Used when each assigned technician should be able to mark their part of an order complete. Only when all assigned technicians have marked the part complete can the order be completed. Conditions: The technician must be assigned to the order. Admin – Set the permission Technician – do this: Last…
Now we are one step closer to making it easier to choose which supplier you want to order an article from. The next step will be to make it easier to access the created purchase order. UPPDATE 251218: Now you will find all purchase orders linked to a storage under…
To see the feature, you need to have permissions for Supplier Invoices. Contact someone at your company who has admin permissions. You can then find supplier invoices in the menu under Function. Here you upload supplier invoices that you have received as PDFs and can then add them to orders…
Supplier invoices are found in the menu under Function. Here you upload supplier invoices that you have received as PDFs and can then add them to orders or in a storage and submit the invoices to your financial and accounting system. If you don’t see the title in the menu,…
Set margin on article When you add an article and open the price field, there is now a new field – MARGIN. Here you can specify the margin in % that the article should have. The addition is automatically updated when you change the margin and vice versa.
In many list views you will see a number of different dates, Planned date, Created date, last modified, dates you have entered yourself in a custom field, etc. There is often also one that is just called Date. What date is this then? Here we will figure it out! First…
“Create negative amounts” If you are going to create a credit order from an work order, you can select Create negative amount and the quantity will be entered with a minus sign (- 1). Does the credit order contain time articles? To keep the time on the technician’s time report, also…
Now you can insert tags to create e-mail messages specially adapted for your business. Learn more how to create standard email templates. Use these tags: Tag Gives this information {company} Group/ your company name {customer} Name of the customer {facility} {facility} = Facility name {address} {address} = Facility address, if…
Now we are launching a new icon! Quote has been given its own icon. All previous variations under quote have been replaced by this symbol – a stylised pen and paper. Previously, we used symbols for what was done with the quote, for example, that a work order was created….
