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)…
Create filters in the Planner This works in the same way as all other places where you can create and save filters as default or favorite. How to create and save filter in the Planner From before, your favorite filters created in To do are also in Planner – Resource….
When you know the usual time required to perform a service When you create a new service object, you can enter the number of days normally needed for a service on the object. When you then post the work in the Planner, the system will adjust the time. Example: If…
Show unique ID With this service object setting, a unique serial number (ID) is created for the service object. The ID is automatically generated and cannot be changed. This number is therefore in addition to the serial number and machine number. Placement of images from service points when printing protocols…
With the new setting option Compact orders, you get this compact list of your orders in the Resource view. Planned orders get a gray background so you can quickly see which ones are handled. To select this view, do the following: Don’t want price on prints? There are now settings…
Minor changes that should save you time and notification of an error in the notifications.
Search by suppliers’ article numbers Do you only have the supplier’s part number available? By marking in the filter “Include the supplier’s article number and description in the search”, you will also get a hit on the suppliers’ article number. If you also want to be able to search for…
New field for Price All price information is now collected in a separate field under the assignment/object. Applies to work orders, service orders, sales orders and quotes. Create new service protocol Do you need to add a new service object to an existing service order? Use the Create new service…
Tags added to orders Tags you put on the customer, facility and/or service object are now added to orders. You also see them in the detail list, but so far only on orders that are created or changed starting at 2024-08-20. Notes on Fault reports You can use notes on…
UPDATE 2024-08-02 Change concerning Assignment The assignment is now removed automatically IF all bookings are removed from the user on that order. Previously, you had to actively remove the assignment. Date in service template Do you often write dates in the service points? Add a service point to your service…
