Address
New work order, service order and sales order
If an address is missing, the system moves on and looks for an address elsewhere.
Addresses are retrieved in this order when you create an order via the + symbol:
- On the order
- From the facility
- From the customer record
- a. Visiting address
- b. Invoice address
- c. Email address
From Facility
If the order is created from a facility, the address of the facility is retrieved. If no address is found at the facility, the system proceeds to the customer according to point 3 above.
From customer
If an order is created from a customer, the customer’s visiting address is primarily retrieved. If there is no visiting address, the billing address is retrieved.
Quotation
When you print a quote (the standard printout), the visiting address of the customer and any delivery address specified on the quote are entered.
Person of contact
If you place the cursor in the contact field when creating an order, all contacts at the customer and the customer’s facilities are listed.
If you have not added a specific contact person to the order, the contact person will be retrieved from the customer.
If you have not added a specific contact person to the order, the contact person will be retrieved from the customer.
Read also about Registret – Person of contact
