• Work order settings

    There are a number of settings for work orders and permissions that can be made. To set module settings and permissions, you must have admin permission. Read also: Group settings – Module settings – Work order settings Custom status Click +Add status. In a text field, enter the different status…

  • 25-04-22 – Set ready on Service protocol

    Should each assigned technician be able to mark their part of a service order as complete? CONDITIONS: The technician must be assigned to the order. Step 1: Set the permission (requires admin rights) Step 2: When you have completed your part of a service protocol Under Assigned you will now…

  • 25-04-08 – New permissions and settings

    New user permission When performing a service protocol, you can add a service object. To be able to add a service object, this permission is required. Click on the user’s name in Group Settings. Scroll down to Service Protocol and you will now see a new permission – “Add Service…

  • Tags for Service protocols and Service orders

    Tags for address, contact person, signature and articles – click here. Tag Gives this information {OrderNo} Order number {Date} Date performed {Date+365} Date performed + 365 days. Used if you want the protocol to be valid for 1 year. {PerformedBy} Performed by {LatestEditBy} Last modified by {Customer} Customer {CustomerOrderNo} Customer…

  • Tags Quotation

    Tags for address, contact person, signature and articles – click here. Tag Gives this information {OrderNo} Order number {Date} Created date {YourReference} – {OurReference} Our reference {Customer} Customer {CustomerNo} Customer number {PhoneNo} Customer phone number {InvoiceEmail} Customer email address {InvoicedTo} Customer’s name if the order is invoiced to another customer…

  • Tags Purchase order

    Tags for address, contact person, signature and articles – click here. Tag Gives this information {OrderMarking} Order mark {Today} Today’s (print) date {OrderNo} Purchase order nomber {Created} alt {CreationDate} alt {Date} Created date, all three variants possible {CreatedBy} Name of the user who created the order {CreatedByEmail} Email address of…

  • Tags Sales order, Order confirmation and Delivery note

    Tags for address, contact person, signature and articles – click here. 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 {Address} gives the visiting address….

  • Tags Self-checks

    Self-checks is uploaded in Work Order Settings. You select which print template to use for a self-check for each self-check template under Function – Self-check. Tags for contact person and signature. Tag Gives this information {Name} Name of the self check {OrderNo} Order number {Customer} Customer {Facility} Facility {Date} Date…

  • Tags Work order and order confirmation

    Tags for address, contact person, signature and articles – click here. Tag Gives this information {OrderNo} Order number {Customer} Customer {InvoicedTo} Name of customer invoiced {Facility} Facility {CustomerOrderNo} Customer order number {CostCenter} Cost center {Comments} All comments on the work order {ExternalComments} External (marked as visible to customer) comments on…