Permission Description Good to know View The user sees service orders. View assigned The user sees service orders assigned to the user. Create The user can create service orders. Edit The user can edit service orders. As an admin, you can also change a service order that has been started….
Book an order in the Planner for a user group Your user groups are now also bookable in the Planner and appear in the list of technicians when you make a booking. New and updated articles New article with tags for price and VAT Handle user permissions is supplemented with…
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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
