These tags can be used in all places where a price section is used, i.e. work orders, service orders, service protocols, sales orders and quotes. 1. Recommended summary box This is a practical example of how totals can be laid out in a template. Sum excl. VAT {Gross} Discount {Discount}…
Agreements can only be printed by creating your own print template, there is no standard print. The print template is uploaded under Group Settings – Agreement Settings. See attached file for instructions on how to build tables. Basic information Tag Description {AgreementNo} or {AgreementNumber} Agreement number including any number suffix…
New settings for supplier invoices Supplier invoices have two new features: Requires admin permission Read here about the new settings. New service protocol settings to choose from “Allow adding articles to performed service object parts/time from details view” and “Allow adding articles to service protocol “other materials/time” from details view”….
News concerning suppliers You can now add a separate email address for placing orders with a supplier. This is to be able to distinguish between ordering from and contacting a supplier. When you click Send email on a Purchase Order, the system first retrieves the supplier’s order email, if it…
If you use this setting, you specify a start and end time instead of a number of hours, e.g. 07:15 – 11:30 and 12:00 – 15:45 on your orders. If you have started a timer, the time will be added automatically when you end and switch the timer. Read more…
The function chooses one of two working modes depending on what is in the import list: 1. Update per article group If the import list lacks article numbers, the update is done per article group.The system finds all articles that belong to the same article group in the database. For…
By creating and setting up a QR code on the service object, your customers can report faults on a service object without being a user or customer user. Do this This is what the customer does
Comments from previous service If there are comments from the previous service, this is shown with a ! in the comment symbol (speech bubble). For comments to be displayed, the Service Order setting – Show comment section from last service Staff ledger The personnel ledger function makes it possible to…
The feature allows you to create QR codes that lead directly to an order form where customers can place an order for spare parts for the service object. No login is required by the customer to order. The parts that can be ordered must be available on the service object…
Example 1 – external file with invoiced lines project description customerno from date valid until invoicing frequency row on invoice desc sum 1001 Service agreement hoist A 20010 2026-01-01 2026-12-31 12 1 Annual fee 12000 1001 Service agreement hoist A 20010 2026-01-01 2026-12-31 12 2 On-call supplement 2500 This becomes:…
