Updates 23-09-10
Autumn 23’s first updates! Print SO, add image to service component, news in the Planner …
Autumn 23’s first updates! Print SO, add image to service component, news in the Planner …
New user permissions to set, updates in Time report, Quotation, Agreement, Contact order and Admin accounts.
Adding article groups – new user permission We have added a user permission to add new article groups. Without that permission, you can only choose between already created article groups. By default, you do not have that permission. You therefore need to set that permission for the users who should…
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