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…
VAT or not on customer record In customer settings there is a new setting option – Show VAT type. When you select this setting, a field is added to the customer card where you choose whether VAT should be displayed on the customer’s orders, agreements, quotes, etc. As default NormalVAT…
Now you can add articles for purchase directly to the correct supplier When you click on the shopping cart on an order, a popup opens – Add to Purchase Order. In the popup you can now see and choose from the suppliers you have registered for the article. A small…
Are there more people than you on an order? If more than one person has simultaneously clicked Edit on an order or customer card, you will see a symbol for each person in the upper left corner. The function is, for now, only available on computers and tablets, not on…
Add images on Work order under Measures Click Edit to add images on measures. New setting in ToDo filter Under Show only, we’ve added “This week” and “This month”. Save this setting as a default or favorite so you don’t have to change dates so often. Here’s how to save…
Would you like to see more information in the planner? Then there are new options for settings – View settings for booking screen. The setting requires admin permission
Purchase order from Sales order Create a purchase order from sales order by clicking on the shopping cart. On the purchase order, you see from which sales order it is created. Concerning uploaded files and backorders When you create a backorder, all files that are on the original order are…
New user setting Do you want each assigned technician to be able to set ready on his part of an order? Now it’s possible. The technician must be assigned to the order. The setting requires admin permissions. Do this: During work, you as a technician do the following: When you’re…
Order type on service interval Have you created your own order types for service orders and want the selection to also be included in new generated service orders? Do this: Order types in Custom fields The order types can be linked to your custom fields in Service order settings and…
