Setup for an Extra Installer / 2 Person Install
This page is designed to show you how to add a second installer to an order.
The first step is to create an Inventory item
Settings → Inventory Items
We create an Inventory item so that when the question is answered, it creates a flag for the system.
Note - You can also choose to add a price/cost for the installer by adding a Pricing Co-efficient or Price grid to the inventory item
Now that you have created an inventory item, you need to make a question in the Group Options and link this item to the Answer.
Below is an example
Note the Inventory item code in row 18 next to the Yes
Settings → Inventory Settings → Group Options
A | B | |
|---|---|---|
| 1 | EXTRAS 02/02/2022 | Unique Option Name | EXTRAINSTALLER |
| 2 | Inventory Code for Pricing |
|
| 3 | Value applies to Price from Related Option Name |
|
| 4 | Related Column Data Field |
|
| 5 | Related Column is Add (Y) to else Set to (N) |
|
| 6 | Look Back @ BUZ Column Name |
|
| 7 | Question Heading | Extra Installer |
| 8 | Option Type | L |
| 9 | Is Required |
|
| 10 | Can Mass Update |
|
| 11 | Clear value when Copied to new item |
|
| 12 | Is Not for Online Wholesale Ordering |
|
| 13 | Is Not for Shopping Cart Ordering |
|
| 14 | Use First valid Answer as default |
|
| 15 | Help Message |
|
| 16 | Picture URL |
|
| 17 | Answers from here down | No |
| 18 | Answers from here down | Yes|EXTRAINSTALL |
| 19 | Answers from here down |
|
Once you have added the question, re-upload the Group Options and the new option will appear as of the date the change was implemented.
This will not allocate a new installer; the default installer will get both jobs, and it is the person in charge of dispatch's responsibility to reallocate the job to another installer.