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 All previous variations under quote have been replaced by this symbol – a stylised pen and paper.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….
New Work order settings “Save contact on facility and customer card” Last month we added the option to choose whether to save the orderer on the customer card. Now we have also fixed this for the contact person. Both are set to save by default, so if you don’t want…
QR verification can be used on service orders to verify that a user has been on site at the service object. Using a scanner built into the system, the user scans the QR code that has been placed on the service object and information about time, name of the person…
Sometimes all uploaded documents and images are copied to a newly created order – sometimes they are links and sometimes none of these. Here we sort this out. Generally, if you don’t see the edit icon for the file, it is only linked to the order or object. You will…
When you want to create your own print templates for your QR code prints, use these tags. You upload the template under Group Settings – Service Object Settings. So far, you can only use your own template when printing from the object record and not if you go via the…
