This page is designed to show you how to add a second installer to an order.
First step is to create a Inventory item
Settings → Inventory Items
The reason we create an Inventory item is 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 create 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 that 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 dispatches responsibility to re allocate the job to another installer.