Tags for address, contact person, signature and articles – click here. Tags for price and VAT Tag Gives this information {OrderNo} Order number {OrderDate} Date of the order {Customer} Customer To retrieve addresses for customers, enter Customer and for delivery address, enter Delivery in front of Address. Ex. {CustomerAddressRow1}. Only…
Print templates for self-checks are uploaded in Work Order Settings. If you have self-checks on service protocols, these tags can be added to the print template for service protocols that is uploaded in Service Protocol Settings. If multiple self-checks are to be printed on the same order/protocol, a separate table…
See also: Tag Gives this information {OrderNo} Order number {Customer}{CustomerNo}, {CustomerOrgNo}, {CustomerTags}, {CustomerOrderNo}, {PhoneNo}, {InvoiceEmail}, {CostCenter} Customer and customer details, customer number, organization number, tags, customer order number … {IntegrationReference} Integration reference {DefaultInterest}, {PaymentTerms} Default interest and payment terms {Seller} Sales person {Quote}, {Offer} Quote linked to the order {InvoicedTo}{InvoicedToCustomerNo}…
These tags can be used on all kinds of print templates. General tags {OrderNo} Order number {Customer} Name of the customer {Facility} Facility {CustomerOrgNo} Customer’s organization number or personal identification number (does not work on self-checks) ADDRESS Description {AddressRow1} Address from row 1 {AddressRow2} Address from row 2 {PostalCode} Postal…
New function on customer card – Customer type There is now a new field at the top of the customer card – TYPE – where you specify whether the customer is a Business or Private. By default, Business is selected when you add a new customer and on the customers…
Drag and drop files On all orders, you can now drag in files and folders just like before on the customer card. Click on the folder symbol when you want to create a new folder. Give the folder a name and click Create. Drag and drop files into folders from…
Without integration with an accounting system, the Generate invoice button will appear when an order is set as Ready for invoicing. If you then send the document to someone responsible for invoicing, you can speed this up by activating the Email integration. With this integration, you can automatically send an…
VAT or not on customer record In customer settings there is a new setting option – Show VAT type. When you select this setting, a field is added to the customer card where you choose whether VAT should be displayed on the customer’s orders, agreements, quotes, etc. As default NormalVAT…
Now you can add articles for purchase directly to the correct supplier When you click on the shopping cart on an order, a popup opens – Add to Purchase Order. In the popup you can now see and choose from the suppliers you have registered for the article. A small…
Here are described different ways to see if a protocol, order confirmation or booking confirmation has been sent. Message history Information about when, to whom, and who sent email and text messages associated with a Quote, Work Order, or Service Protocol is displayed under Message history in the details view….
