Back Office

How do I set a "Completed" Call-Out back to "Work in Progress"
If the Call-Out was all "No-Charge" then go to "Actions" -> "Rest to Work in Progress" If the Call-Out has a &qu...
Tue, 17 May, 2016 at 8:24 AM
How do I place an Order to a New Supplier?
Orders can only be placed to Suppliers that are already on the system, so:   Navigate to Admin → Suppliers Click ...
Thu, 13 Oct, 2016 at 10:30 AM
How do I change an Order back to "Processing"?
Orders can't be set back to "Processing" once they have been completed. All that you can do is Cancel an o...
Thu, 13 Oct, 2016 at 10:55 AM
Why can't I see an option on the Menu but my friend can?
Depending on the user's permissions, the user will ONLY see what is assigned to him / her.  If there is a permission you feel you...
Thu, 13 Oct, 2016 at 3:54 PM
What is a Sub-System and why do I need to use it?
A Sub-System is a Group of Quoted Items. Each System must have at least one Sub-System in order to build a list of materials to be quo...
Thu, 13 Oct, 2016 at 3:55 PM
What is the difference between a Job and a Call-Out?
Job: Once a Quote has been accepted by the CLIENT, it becomes a Job.  A client will typically give a PO (Purchase Order Numbe...
Thu, 13 Oct, 2016 at 3:57 PM
What is an "Inactive Stock Item"?
It is a Stock Item (Where): INACTIVE STOCK = (Stock On-Hand = 0) + (Re-Order Level = 0) + (On Order = 0)  When ALL 3x criteria...
Thu, 13 Oct, 2016 at 4:20 PM
How to set "Completed" Job to "Work in Progress"?
Completed Jobs can be set back to "Work in Progress" ONLY if you have the necessary permissions.  Mouse over ...
Fri, 14 Oct, 2016 at 1:47 PM
How to set "Work in Progress" to "Quote in Progress"?
Jobs in Progress can be set back to "Quote in Progress" ONLY if you have the necessary permissions. Mouse ...
Fri, 14 Oct, 2016 at 1:54 PM
Where does a Internal Job go to when its Complete?
It becomes a Stock Item on the Stock List. The Stock On-Hand will be increased by the Quantity made. (Click Here to see Hel...
Mon, 17 Oct, 2016 at 10:15 AM