Check measure is a process where an installer or representative conducts a site visit to evaluate the job.
This may include
- Re-measuring
- Checking the condition of the area,
- Material that the product is being Installed into (timber brick metal)
- Assessing equipment required.
Create an inventory item
Settings → Inventory Items →
The reason we need to do this is to create a way to tell BUZ that you want to initiate a Check Measure
Group Options
Now we need to create a Question and attach this inventory Item that we created
Settings → Inventory Setting → Group Options → Download Current Layouts → EXTRAS → Export
Add a new column, it does not matter which column first, last, anywhere is fine.
Copy the values above.
You can also add a cost and or price to the check measure if you want.
Adding a Cost/Price to the Check Measure
Settings → Inventory Setting → Pricing Coefficients → → Download Current Layouts → Download the Group you added the inventory to → Export
Add the price, Add an A for add in the Operation and import the file back to BUZ
Statuses
Now you need to ensure that you have the correct statuses set up. This step will tell Job tracking and Dispatch to show the relevant status for a check Measure.
Settings → Sales Setting → Order Status tab (top right) →
Settings → Worklow Timing & Tracking Setting → Job Tracking Status tab (top right) →
Updating the Job Sheet
Settings → Inventory Setting → Group → Select the Product → Scroll down to the bottom where the heading Job Sheet is and select Download
A check measure tab needs add to the job sheet.
Generally it will look similar to the actual job sheet, but you can add or remove columns that may be helpful to the installer
Final - Testing the Status works
Setup a test order
Depending on your setup you may need to take a deposit, the full amount or just process the order
Once you have gone through the acceptance you will be presented with the "Check Measure Complete" Button