Difference between revisions of "NavBar - Orders"

From ThermoGRID
Jump to: navigation, search
Line 22: Line 22:
 
== Order Estimate ==
 
== Order Estimate ==
  
 +
<div class="mw-parser-output">
 
<div class="mw-parser-output">
 
<div class="mw-parser-output">
 
== Units ==
 
== Units ==
Line 29: Line 30:
 
In the order
 
In the order
  
1. Enter Data
+
*1. Enter Data  
 +
*Units
 +
*+ Add Unit
 +
*Fill in all information
 +
*Add Unit
  
Units
+
Once this item is entered you can now add pictures to the unit (picture of the system, extra items filters)
  
 
&nbsp;
 
&nbsp;
Line 39: Line 44:
 
Everytime you add a new peice of equipment you must select a date to add the item.
 
Everytime you add a new peice of equipment you must select a date to add the item.
  
The Call/Job /Order must be open to add equimpement.
+
The Call/Job /Order must be open to add equimpement. </div>
 
</div>
 
</div>
  

Revision as of 12:14, 19 January 2018

My Orders

Order #

Filters/Search

Status Update

Delete Order

Quick access in orders

1. Enter Data

Engineering Analysis

Site Photos

Job Documents

Order Estimate

Units

Here is where we add equipment we want to track from a hoeowner. Even if you didnt install the system you still add it in. The date must be put in to closest year month day does not matter on equipment you did not install.

In the order

  • 1. Enter Data
  • Units
  • + Add Unit
  • Fill in all information
  • Add Unit

Once this item is entered you can now add pictures to the unit (picture of the system, extra items filters)

 

Challenges

Everytime you add a new peice of equipment you must select a date to add the item.

The Call/Job /Order must be open to add equimpement.

Items Used

2. View Outputs

Client Agreement

Commission

Job Costing

Supplier Orders

Install Task Sheet

Order Estimate

3. Submit

View Call