New function on Work order – Split assignment If you want to split an assignment from a work order, for example if you did not finish one assignment but want to invoice the others, click on the split symbol (No. 1 in the image below) in the upper right corner…
Quotation In addition to .pdf, you can now also upload and attach files to a quote in the formats .jpg, .jpeg, .png, .doc, docx” and .xlsx. You choose which files to attach when you send an e-mail to the quotation recipient. There’s a new notification to set if you use…
Planner Added Booking Stash We added a column for temporarily orders when you need to move an order from a date and not yet know to when. Drag and drop to or from the column Booking stash. Activate the booking stash in the settings for the Planner. Want to go…
Service Protocol settings – Print price settings Add prices to print/Remove Prices From Print (pdf). By default set to remove. The setting is made by logging in with your admin account and select Service Protocol settings – Print settings. Holidays in the calendar The system detects which language you have…
Enter multiple currencies and set value Do you buy via EDI from suppliers who specified a currency other than your standard currency? Enter Currency and value for the currency under Group Settings. Click on Edit. Check with the supplier how the currency is stated on the delivery note/EDI file and…
Register person of contact Several customers have asked for an easier way to manage contact persons on customers, facilities and orders. Now there is a register for persons of contactsRead more about Register – Person of contact here. View only user Do you have people who should only be able…
ServiceProtocol: Service protocol print out setting added. Include date, facility and/or service object description on filename. Admin account needed. Quotation: Added generate button for agreement New supplier EDI integration added: Wuerth
Purchase order: Added export button for articles. (csv-file). Statistics: Added todo item filter. TimeReport: Added expenses to the export file. Import price: Corrected so that Last edit date is added to article when updating through import.
WorkOrder – Added lock for ready for invoicing and invoiced orders. Orders can not be edited. ServiceObject – Added filter options and a warning that can be enabled on objects without service. Statistics – Added sales order to article statistics. Quotation – Added feature to select what files to attach…
Article register: Allowed * as part of an article number Planner: Added service object info on planned orders.
