Tags for address, contact person, signature and articles – click here. If you want to include a possible Self-Check in the printout, the tags are in the article Tags for Self-Check. See examples in the file “Basic-template-service-protocol-with-self-check251127.docx” which you can find at the bottom of this page under Article Attachments….
Tags for address, contact person, signature and articles – click here. Tag Gives this information {OrderNo} Order number {Date} Created date {YourReference} – {OurReference} Our reference {IntegrationReference} Integration reference {Customer} Customer {CustomerNo} Customer number {CustomerOrgNo} Customer organization number or social security number (if Private) {PhoneNo} Customer phone number {InvoiceEmail} Customer…
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 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….
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 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…
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 – TAGS Description {AddressRow1} Address from row 1 {AddressRow2} Address from row 2…
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…
