Notes
- Alex Morrisson
- Shonal Singh
You can limit the amount of characters within the Notes section, this was designed to stop people from writing short stories which may affect the layout of the Jobsheet
1 | BUZ Unique Option Name as at | NOTES | INSTALLATION#DESCN | INSTALLATIONJOB#NOTES |
2 | Inventory Code for Pricing |
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3 | Value applies to Price from Related Option Name |
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4 | Related Column Data Field |
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5 | Related Column is Add (Y) to else Set to (N) |
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6 | Look Back @ BUZ Column Name |
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7 | Question Heading | Internal Note | Installation Note | Dispatch Notes |
8 | Option Type | N | N | N |
9 | Is Required |
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10 | Can Mass Update |
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11 | Clear value when Copied to new item |
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12 | Is Not for Online Wholesale Ordering |
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13 | Is Not for Shopping Cart Ordering |
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14 | Use First valid Answer as default |
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15 | Help Message |
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16 | Picture URL |
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17 | Answers from here down | 50 | 100 |
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18 | Answers from here down |
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19 | Answers from here down | Input the maximum character value in row 17, If left empty no limit will be applied. | ||
Installation/Dispatch Notes
In the example below
We will show how to add a note from the Order process to the Dispatch area, this will also be annotated on the WorkSheet
Column I contains NOTES - The examples will have a 1. where this applies
Column J contains INSTALLATION#DESCN - The examples will have a 2. where this applies
Column K contains INSTALLATIONJOB#NOTES The examples will have a 3. where this applies
Order Notes - This Note field is available in the Extra's screen on the Right hand side, no set up is required as it is a standard feature
A | B | C | D | E | F | G | H | I | J | |
1 | BUZ UniqueMay 4, 2022 Option Name as at | CHECKMEAS | PARKINDRIVEWAY | PRODUCTREMOVAL | QUANTITYTOREMOVE | EXTRAINSTALLER | NOTES | INSTALLATION#DESCN | INSTALLATIONJOB#NOTES | ORDER#NOTES |
2 | Inventory Code for Pricing | ININSREMOVA |
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3 | Value applies to Price from Related Option Name |
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4 | Related Column Data Field | QTY |
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5 | Related Column is Add (Y) to else Set to (N) |
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6 | Look Back @ BUZ Column Name | PRODUCTREMOVAL |
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7 | Question Heading | Check Measure | Park in Driveway | Product Removal | Quantity to Remove | Extra Installer | Internal Note | Installation Note | Dispatch Notes | Order Notes |
8 | Option Type | L | L | L | & | L | N | N | N | N |
9 | Is Required | Y |
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10 | Can Mass Update |
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11 | Clear value when Copied to new item |
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12 | Is Not for Online Wholesale Ordering |
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13 | Is Not for Shopping Cart Ordering |
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14 | Use First valid Answer as default | Y |
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15 | Help Message | Notes here will appear on the Work Sheet | Input the maximum character value in row 17, If left empty no limit will be applied. | |||||||
16 | Picture URL |
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17 | Answers from here down | No | No | No Product to be Removed | INSTALLER TO REMOVE PRODUCTS||ININSREMOVA | No | 50 | 50 | 144 |
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18 | Answers from here down | Yes|INCM | Yes | Customer to Remove Products | Yes|EXTINST |
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19 | Answers from here down | Installer to remove Products |
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Order Screen - Extra's
Order Screen - Summary
Job Sheet
Dispatch Area
Work Sheet - Dispatch area
Customer Card - Activity Area
Admin users and Sales Reps can add dispatch Notes from the Customer Activity screen