The customer order number moved We moved the customer order number field to the top of the order. This applies to all features. The field is now located as in the pictures here, just above any custom fields you may have defined. Create quote from fault report At the bottom…
Subscribe on tags Set which tags you want to subscribe to in your Account Settings and you will receive a notification when a tag is used. You can access Account Settings by clicking on your username. Tags on quotations and fault reports Now you can also set tags on quotes…
Work order news Fast add Fast Add is now also available for Articles to be Ordered on Work Orders. Fast Add means you don’t have to click Edit on a work order to add articles. You need to have chosen the Work Order Settings – Use fast add articles and…
New Article Setting When you want to be able to change the VAT on an individual article, select the article setting “Use VAT per article row”. Without this article setting, the VAT field is locked, meaning you cannot change the VAT. With this setting, you can change the VAT on…
To see the feature, you need to have permissions for Supplier Invoices. Contact someone at your company who has admin permissions. You can then find supplier invoices in the menu under Function. Here you upload supplier invoices that you have received as PDFs and can then add them to orders…
Set margin on article When you add an article and open the price field, there is now a new field – MARGIN. Here you can specify the margin in % that the article should have. The addition is automatically updated when you change the margin and vice versa.
“Create negative amounts” If you are going to create a credit order from an work order, you can select Create negative amount and the quantity will be entered with a minus sign (- 1). Does the credit order contain time articles? To keep the time on the technician’s time report, also…
Now you can insert tags to create e-mail messages specially adapted for your business. Learn more how to create standard email templates. Use these tags: Tag Gives this information {company} Group/ your company name {customer} Name of the customer {facility} {facility} = Facility name {address} {address} = Facility address, if…
Now we are launching a new icon! Quote has been given its own icon. All previous variations under quote have been replaced by this symbol – a stylised pen and paper. Previously, we used symbols for what was done with the quote, for example, that a work order was created….
New Work order settings “Save contact on facility and customer card” Last month we added the option to choose whether to save the orderer on the customer card. Now we have also fixed this for the contact person. Both are set to save by default, so if you don’t want…
