This symbol indicates that you can process several articles, objects, functions at the same time. The collection function contains different possibilities depending on which function it is connected to. Here are some examples.
Always start by doing a filtering or a search so that the list does not become too extensive and the search too “heavy”. Then click on the collection icon.
You set filters by clicking on this symbol and selecting the filters you want to use.
You can sort the list by clicking on the headings when list view is choosen.
Then click the collection symbol.
The filters or/and search will shown under USED SEARCH FILTERS.
Select what to change
Select the records you want to change. You can click on a name to select all, a tag to select all tags, etc…
Service objects
For Service objects, there are a number of functions for changing several objects at the same time:
- use fixed service interval or not
- use match previous service or not
- update service
- delete service objects
- set tags
- set number of service order to be automatically generated
Print QR labels
You can also print QR code for service objects. Read more about QR codes.
Customer
On collection function for Customer you can:
- add or remove Assigned to technician
- add or remove tags
- delete marked customers
- change sub groups
Article register
On collection function for the Article register you can:
- set or change tags on articles
- remove articles
- hide articles for logged in customer and when printing
- link articles to subgroups
- set article group on articles
- print QR codes
Facility
On Facility you can:
- delete marked facilities
- tag several facilities
- change the service collision time span. Just check the facilities, add a number and click Edit.
- change/remove Assigned to.
Work order
On collection function for Work Orders you can:
- mark as invoiced
- send to the accounting program
- sign
- remove
- set tags
- change/remove assigned to
Service protocol
On Service Protocol the collection function provides the option to:
- mark as invoiced
- send order
- sign
Service order
On Service Order the collection function provides the option to:
- delete
- add/change/remove Assigned to technician
- add or remove tags
Storage articles
For Storage articles the collection function is used to create a stocktaking.
