You can add comments to a work or service order. The comments can be changed or deleted, displayed to the customer or only internally. You can add a comment in two ways. In the list view: Click on the speech bubble on the right of a work order. In an open…
Facilities are usually specified as a physical location, but it can also be fictitious, this to create a service order that contains all objects that are to be performed simultaneously in the facility. Facilities have an address and contact persons and it may contain service points to be reviewed when…
Lager innehåller lagerlistor, registrering av in- och utleveranser, inventering och transaktionshistorik. Systemet hanterar också uppdatering av lagervaror som t ex ligger i serviceteknikers bilar. Du kan skapa flera olika lager. Artiklar flyttas lätt mellan de olika lagren. Lager aktiveras genom att, med admin-kontot, ställa in Användarrättigheter. Se mer under Info till administratörer….
Use tags to quickly see, find and sort customers, facilities, service objects or articles. Tags you put on the customer, the facility and/or the object are included with orders. Tags can also be placed on Work Orders, Service Orders, Sales Orders, Purchase Orders and Contact Orders – everywhere you see…
With the Statistics function, you can extract statistics on work you have done, consumption of articles and time spent on a customer, a facility, etc. The results from your searches in the statistics can be downloaded in a csv file so that you can, for example, process the data further…
Discount letters are used to keep track of agreed customer discounts. You can create several discount letters with different discount rates, enter different discounts on different article groups in the same discount letter or discount on everything. That way, you do not have to remember if a particular customer received…
Försäljningsorder (FO) kan skapas på flera sätt: Här är vi inne på ett Avtal. Längst ner finns knappen Generera försäljningsorder. Här är vi inne på en kund i kundregistret. Längst ner finns knappen Lägg till en ny försäljningsorder. Sök Försäljningsorder Detaljvyn över försäljningsorder visar:Statusfärg – Datum – Ordernummer – Kund – StatusUnder kunden visas…
These instructions apply to the standard printouts that are built into the system. If you have made and use your own print templates, these are the ones that apply. Here we give tips on the different settings for your prints that can be made and where to make the settings…
By creating a template for Self-check, you can easily specify the type of Self-check to be carried out and how, as well as add clear instructions, to facilitate and ensure quality. You add self-checks to a Work order under the heading Assignments. Self-checking can be mandatory when performing a service or…
In the registry entry for a service object, you can see in which orders the object is used and find the object’s service protocol. You can also quickly clone the service object, create a fault report, work order or contact order for the item. Here you can also find date…
