Content Comparison

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the email will send 1 PDF file which includes all documents for each product/each customer.

Scheduling / Installer Pay in / Reworks and Rebook

1. Work Flow -> Dispatch -> Manage -> Select the required Fields and Apply

Scheduling

1. From the Detail View to change the scheduled details select Edit
2. Check and change if needed
   1. Scheduled Date
   2. Dispatch Status
   3. Installer
   4. Dispatch Type
   5. Seq No.
   6. Time to Install
   7. Preferred Time
   8. Add any Order Notes if needed
   9. Add any Dispatch Notes if needed
   10. Save

Seq No can be set directly in the Detail grid simply enter a number to signify the desired order for the delivery/installs. Tip: use multiples of 10 (10,20,30,40) so that changes can be inserted in between.

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Installer Pay In

1. Select Options -> Pay In
2. Check and Check if needed
   1. Installation Status at the top for all or on each line item
   2. Add if needed
      1. FitFee Adj and /or Extra Costs
      2. Add Amount Paid, Date Paid, Payment Method and Reference (the amount outstanding will appear in the Amount Paid box)
      3. Save

ReBook

1. Select Options -> Rebook
2. Select Date and ReBook Status
3. This changes the date for Installation and sets the Status as ReBook