Address New work order, service order and sales order If an address is missing, the system moves on and looks for an address elsewhere. Addresses are retrieved in this order when you create an order via the + symbol: From Facility If the order is created from a facility, the…
Create your own templates for sending protocols and order confirmations on Work Orders and Service Protocols, order confirmations for Sales Orders and the Send email function for Purchase Orders and Quotations so you don’t have to fill in the “Subject” and “Message” fields every time you send an email. The…
Do the names of the check points “have status” not suit your way of working? You can edit the terms! The conditions for the different terms are the same. The standard term “Should be addressed” always gives a note that a measure is required and opens to create a work…
Pre work check template is intended as a help to bring along / do the right things before going out for a service, a kind of simpler self-check before you leave the workshop/office, etc. Pre work check template can be used on Service orders. This function is so far quite…
Before you start using the time report, a number of settings need to be made. All settings described here require admin permissions. Step 1Set time report permissions to your self Go to the Group Settings page and click on your username. Look for the heading TIME REPORT. If you need…
New Service object setting – Force overlapping service intervall The new service object setting “Force overlapping service intervals” is checked by default and if the intervals do not overlap you will receive a warning. You can read more about service intervals in the article about adding a service object. If…
New settings in the Planner To speed up the Planner, we have added a new setting under the “gear” – Auto update planner. Mark this setting when you need the planner to always be up to date, for example if you have the planner on a TV screen, if you…
Where does the price come from? There are many settings which can affect the price you see or don’t see. It could be: First some basic settings I don’t see any prices! If you don’t see any prices on articles or printouts then the explanation is probably in a setting…
This documentation describes how to import service objects into the system using an Excel file. For it to go smoothly, it is important that the Excel file is correctly formatted and contains the necessary information. Tip Preparation of the Excel file General structure Column headings and accepted names The table…
Create template for order confirmation Now you can create your own template for your order confirmations for work orders. Use the same tags as for work order templates. Here you will find all tags. Upload the template under Group settings – Module settings – Work order settings. (Admin permissions required)…
