Bug Fixes: Scheduling Deliveries – you would get an error saying there was no job address. This is fixed. Issues with updating the Record Owner have been fixed. New stuff: Inventory Transaction Form has changed. More about this after the jump. Inventory Transactions have a new (easier) status. Read all about that here. The new Inventory Transaction… Read More »
Trips I’ve added a comments and “status” field to trips. There are 4 options for status: Confirmed Tentative Complete Canceled The colors on the trip records indicate what it’s status is. Confirmed & Tentative A confirmed trip means the time and date is confirmed with the customer. A tentative trip means this hasn’t happened and the trip… Read More »
Some of our customers are large builders who may have multiple jobs going on simultaneously and each of these jobs may have different project managers (PMs). SubManager allows you to keep track of these PMs and assign the jobs they are responsible for. this helps ensure the correct person receives information about the jobs they… Read More »
The Status field is a way to keep track of how orders are progressing. Here’s a listing of what they are and what they mean. Sales Orders Status How it’s set What it means Open by SubManager An un-accepted quote or bid Submitted SubManager or by a person That at least 1 quote has been printed… Read More »
There are a number of changes involving entering Service Orders. The basics are the same: identify the customer, set the dispatch and job address. What’s new is what comes next. Source Order is the order the unit was originally installed by if we did the installation. You can look this up using the Order… Read More »
Build 262 includes a new look for the Schedule form. It’s sleeker, faster and easier to use. The basic operations are the same: you still use drag and drop to create new trips from an order, double click a trip to edit it and so forth. These actions are easier to accomplish and you have… Read More »