Permission Description Good to know Link: Agreement View The user can view and search agreements. Edit The user can open and change agreements Create The user can create new agreements. Delete The user can delete sales orders Cancel The user can cancel sales orders Generate sales orders The user can…
Permission Description Good to know Link: Chat Create The user is allowed to create and name new chats.
Permission Explanation Other settings that affect / Good to know / Link to more information STORAGE Link: Storage View The user has the the permission to see storage. View assigned The user has the the permission to see an assigned storage. Create The user has the the permission to create…
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…
