Overview
Encouraging service uses to make use of a wider range of the features that are available listed below.
Links to the features we are currently focusing on are shown below.
General Service Improvements
Provide API access to modify service orders
Orders and Quotes
Inserting and Accepting Service Quote to Service Order
Service Orders/Quotes to reflect the non-stock manual costing method
Sales Orders/Quotes to reflect the non-stock manual costing method
Copying a Sales Quote to a Service Quote
Copying Service Quote to a Sales Quote
Linking and Unlinking Sales Orders to Service Orders and visa versa
Machines
Sorting machine-id by * machineidnumeric. Refer to reference in the Notes
Add a button to Add a Contract to a Machine. Refer to the Common Buttons Section
Machine Average meter monthly count
Staff Schedule
Set up/Creating/tracking a staff schedule for a service call for a technician
Navigating from Service Orders to the Schedule and back to the service order
Create a new staff schedule for service order call, once the first service order call is finalised if a further service call is created for that service order for a technician.
When changing or moving the tech, date and/or time on the staff schedule for service order call, update the service call
Staff Schedule report to reflect the date and time of the staff schedule if it has been customised
Staff Schedule
Toner tracking and Toner Pools