{"id":9993,"date":"2023-03-16T08:34:16","date_gmt":"2023-03-16T07:34:16","guid":{"rendered":"https:\/\/support.serviceprotokoll.se\/?post_type=ht_kb&p=9993"},"modified":"2026-02-20T10:21:17","modified_gmt":"2026-02-20T09:21:17","slug":"add-facility-to-customer-2","status":"publish","type":"ht_kb","link":"https:\/\/support.serviceprotokoll.se\/en\/kb\/add-facility-to-customer-2\/","title":{"rendered":"Add facility to customer"},"content":{"rendered":"\n

Facilities are usually specified as a physical location, but it can also be fictitious, this to create a service order that contains all objects that are to be performed simultaneously in the facility.<\/p>\n\n

You can add service points that should be reviewed when performing a service order as well as items that should\/can be placed on orders linked to the facility.<\/p>\n\n

The information about a facility lists which orders, error reports etc. are linked to the facility. You can also quickly add orders, service objects, fault reports etc.<\/p>\n\n

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Add facilities by uploading a register<\/h5>\n\n

If you have many facilities and have the facilities in a register (csv, xlsx), you can upload the register.<\/p>\n\n

Read how to upload registers here.<\/a><\/p>\n\n

How to add a facility to a customer:<\/h5>\n\n
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  1. G to Register > Customer.<\/em><\/li>\n\n\n\n
  2. Find the customer you want to add a facility to in the list, either through the search function or by scrolling down.<\/li>\n\n\n\n
  3. Click on the customer.<\/li>\n\n\n\n
  4. Scroll to the bottom of the page and click on\u00a0Add: Add new facility.<\/em><\/li>\n<\/ol>\n\n
    \"\"\/
    Here you see all the options for Add to customer<\/figcaption><\/figure>\n\n
    How to add a facility to the Register:<\/h5>\n\n
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    1. Go to Register > Facility.<\/em><\/li>\n\n\n\n
    2. Click the +-sign.<\/em><\/li>\n\n\n\n
    3. Search for the customer by clicking on the magnifying glass in the field below the text CUSTOMER. A search function will opens.<\/li>\n<\/ol>\n\n
      \"\"<\/figure>\n\n
      The different fields in Facility.<\/h5>\n\n

      NAME<\/strong>The name of the facility is used to identify different facilities or departments in order to be able to merge services on service objects that are close to each other and that can possibly be serviced at one and the same time.<\/p>\n\n

      CUSTOMER<\/strong>The owner of the facility. The customer must be specified to link facilities and also to know where the joint invoice should go. The customer is filled in automatically if you went through the customer register.<\/p>\n\n

      Cost center<\/strong>*The information is added to orders.<\/p>\n\n

      Customer order number<\/strong>**The information is added to orders.<\/p>\n\n

      Custom field<\/strong>Custom fields are fields you can create by yourself based on your needs. Learn how to create custom fields here.<\/a><\/p>\n\n

      Address and map<\/strong>Fill in address. Under the map you find the link \u201cUpdate position from address\u201d. Click there to get an exact position.If you have chosen to allow location services you can enter the position yourself by double-click the position.<\/p>\n\n

      If you need to update the position of several facilities, read more HERE<\/a>.<\/p>\n\n

      Description<\/strong>Add a description on the facility. Can be used to locate or to distinguish between two similar facilities.<\/p>\n\n

      Person of contact<\/strong>The customer can have\u00a0several contacts<\/strong>\u00a0and these are added by pressing the\u00a0+ Add contact<\/em>\u00a0button. When a contact person is added, the choice for\u00a0Send service protocol and\/or Send work order<\/strong>\u00a0can also be made. If these buttons are checked, service protocols and work orders are sent to the contact person\u2019s email address.<\/p>\n\n

      Service articles<\/strong>Specify items that should \/ can be used for the facility. These automatically appear as suggestions when services and work orders are executed at the facility. For example. some facilities may have fixed costs for mileage compensation. Then they can be entered here as articles.To add more, click\u00a0+ Add Articles<\/em>.<\/p>\n\n

      When you create an order at the facility, you will be asked whether the articles should be added.<\/p>\n\n

      Work Order Articles<\/strong>Specify articles for the customer, which will automatically appear as suggestions when services and work orders are performed on the customer. For example, some customers may have fixed costs for service, then they can be entered as items here, so the technician does not have to keep track of which customer has which agreement.To add more, click + Add articles.<\/p>\n\n

      When you create an order at the facility, you will be asked whether the articles should be added.<\/p>\n\n

      When you create an order at the facility, you will be asked whether the articles should be added.<\/p>\n\n

      Register which customers can be invoiced<\/h5>\n\n

      Under the “Can be invoiced to” field, you can list which customers the facility can be invoiced to. When you then create an order and specify another customer to be invoiced to, only these customers will be displayed and there is less risk of you selecting the wrong customer.<\/p>\n\n

      Service<\/h5>\n\n

      SERVICE COLLISION TIME SPAN<\/h5>Indicates how many days the service time on the service object in the facility may vary.<\/p>\n\n

      Service objects located in the same facility can be merged into a service order using the service collision time span. This time span sets how many days it may vary between service orders for them to be merged into one. This is to avoid going to the same facility several times at short intervals.<\/p>\n\n

      A service collision time span of 0 days means that no service orders at the facility are combined.<\/p>\n\n

      Example: If a service is to be performed on 15 August 2026 and the service collision time span is set at 5, then services to be performed between 10\/20\/2026 and 8\/20\/2026 will instead be performed at the same time.<\/p>\n\n

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      \"\"<\/figure>\n<\/div>\n\n\n\n
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      You will get this popup asking if you want to merge these services. If you answer no, each service will remain a separate order. If you answer yes, the service object will be combined into one order.<\/p>\n<\/div>\n<\/div>\n\n

      Change service collision time span?<\/strong><\/p>\n\n

      When this value changes, services that have already been generated will not be affected, only new and changed services will be merged.<\/p>\n\n

      If you want to change the default service collision time span on several facilities at the same time, click on the collection function symbol in the facility register. Read more about how to do it here.<\/a><\/p>\n\n

      SERVICE COMPONENTS<\/strong>Service points you add here appear on Service Orders. The service points can be things that must be fixed at the facility during a service, e.g. checking ventilation, ambient temperature, locks, etc.<\/p>\n\n

      Use, with advantage, a template. You can change the points in the template you have chosen at the facility without affecting the template itself.<\/p>\n\n

      You can also add service points by clicking the + Add Service Component<\/em> button.Read more about Service templates here.<\/a><\/p>\n\n

      For each service component, you can choose from these fields:<\/p>\n\n

      \"\"\/<\/figure>\n\n