This commit is contained in:
@@ -25,8 +25,8 @@ Read only access
|
|||||||
|
|
||||||
Travel rates are accessed in the following ways:
|
Travel rates are accessed in the following ways:
|
||||||
|
|
||||||
- From the `Accounting` navigation pane `Travel rates` item
|
- From the `Accounting` navigation pane `Travel rates` item to open the Travel rates [data table](ay-start-form-data-tables.md)
|
||||||
- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) any travel rate selection list on any other form where travel rates can be selected such as the Work order, Quote and Preventive Maintenance forms
|
- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any travel rate selection list on any other form where travel rates can be selected such as the Work order, Quote and Preventive Maintenance forms
|
||||||
- From any [data table](ay-start-form-data-tables.md) column showing travel rates such as the [Work order list](svc-workorders.md)
|
- From any [data table](ay-start-form-data-tables.md) column showing travel rates such as the [Work order list](svc-workorders.md)
|
||||||
|
|
||||||
## How travel rates work
|
## How travel rates work
|
||||||
|
|||||||
@@ -50,6 +50,10 @@ AyaNova uses a grid system to automatically lay out the contents of the edit for
|
|||||||
|
|
||||||
In narrow view devices such as smart phones and small tablets AyaNova will display a single vertical column of all form fields. This expands up to 4 columns wide on the widest browser windows on wide screen devices such as a typical PC monitor.
|
In narrow view devices such as smart phones and small tablets AyaNova will display a single vertical column of all form fields. This expands up to 4 columns wide on the widest browser windows on wide screen devices such as a typical PC monitor.
|
||||||
|
|
||||||
|
#### Customizable labels
|
||||||
|
|
||||||
|
Nearly all static text displayed in AyaNova is customizable via the [Translation feature](adm-translations.md)
|
||||||
|
|
||||||
#### Error and alerts
|
#### Error and alerts
|
||||||
|
|
||||||

|

|
||||||
|
|||||||
@@ -30,6 +30,10 @@ The responsive display is dynamic which means it will adapt on the fly to the sc
|
|||||||
|
|
||||||
Some browsers and devices may not recognize a change of width and it may be necessary to refresh the page for the view to fully adapt in some cases. If you have to scroll a data table sideways hit refresh / reload in the browser.
|
Some browsers and devices may not recognize a change of width and it may be necessary to refresh the page for the view to fully adapt in some cases. If you have to scroll a data table sideways hit refresh / reload in the browser.
|
||||||
|
|
||||||
|
### Customizable labels
|
||||||
|
|
||||||
|
Nearly all static text displayed in AyaNova is customizable via the [Translation feature](adm-translations.md)
|
||||||
|
|
||||||
### Main user interface components
|
### Main user interface components
|
||||||
|
|
||||||
The overall AyaNova user interface consists of three main components:
|
The overall AyaNova user interface consists of three main components:
|
||||||
|
|||||||
@@ -1,22 +1,129 @@
|
|||||||
# CUST-CUSTOMERS Placeholder
|
# Customers
|
||||||
|
|
||||||
[UNDER CONSTRUCTION]
|
The Customers [form](ay-start-form-overview.md) is used to edit your business Customers.
|
||||||
|
|
||||||
|
## Authorization Roles required
|
||||||
|
|
||||||
|
This form is available to User's with the following [roles](ay-biz-admin-roles.md):
|
||||||
|
|
||||||
|
Full access
|
||||||
|
|
||||||
|
- Accounting
|
||||||
|
- Business administration
|
||||||
|
- Service manager
|
||||||
|
- Sales
|
||||||
|
|
||||||
|
Read only access
|
||||||
|
|
||||||
|
- Business administration - restricted
|
||||||
|
- Service manager - restricted
|
||||||
|
- Service technician
|
||||||
|
- Sales - restricted
|
||||||
|
|
||||||
|
## How to access customers
|
||||||
|
|
||||||
|
Customers are accessed in the following ways:
|
||||||
|
|
||||||
|
- From the `Customers` navigation pane `Customers` item to open the Customers [data table](ay-start-form-data-tables.md)
|
||||||
|
- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Customer selection list on any other form where customers can be selected such as the Work order, Quote and Preventive Maintenance forms
|
||||||
|
- From any [data table](ay-start-form-data-tables.md) column showing customers such as the [Work order list](svc-workorders.md)
|
||||||
|
|
||||||
|
## How customers work
|
||||||
|
|
||||||
|
### Selecting
|
||||||
|
|
||||||
|
Customers are selected in many places in AyaNova including [Serviceable Customer Units](svc-units.md) on [Work orders](svc-workorders.md), [Quotes](svc-quotes.md) and [Preventive Maintenance](svc-pms.md) orders.
|
||||||
|
|
||||||
|
### Retiring
|
||||||
|
|
||||||
|
When a Customer is no longer required it should be set to inactive by un-checking it's Active checkbox so it is not offered for selection on new records.
|
||||||
|
|
||||||
|
## Customer data table
|
||||||
|
|
||||||
|
The Customers [data table](ay-start-form-data-tables.md) lists all the customers available and access to data table [common menu options](ay-start-form-data-tables.md#common-menu-options).
|
||||||
|
|
||||||
## Customer edit form
|
## Customer edit form
|
||||||
|
|
||||||
The Customer edit form contains all the [standard edit form](ay-start-edit-forms.md) functionality and contains the following fields:
|
The Customer edit form contains all the [standard edit form](ay-start-edit-forms.md) functionality and contains the following fields:
|
||||||
|
|
||||||
|
#### Name
|
||||||
|
|
||||||
|
This is the name of the customer as it's displayed in forms and reports. This is also the primary identifier when searching for a customer to select in [autocomplete](ay-start-form-autocomplete.md) lists. A customer name must be unique from all other customers entered.
|
||||||
|
|
||||||
|
Keep in mind that this is the Name that Customers will see on reports if provided to them.
|
||||||
|
|
||||||
|
This is the only **required** field on the Customer form. All other fields are optional.
|
||||||
|
|
||||||
|
#### Account number
|
||||||
|
|
||||||
|
Provided for reference or connecting to another applications matching account number for this customer.
|
||||||
|
|
||||||
|
#### Web address
|
||||||
|
|
||||||
|
Web site address in an [URL control](ay-start-common-controls.md#url) for entry or opening.
|
||||||
|
|
||||||
|
#### Email
|
||||||
|
|
||||||
|
Email address in an [Email control](ay-start-common-controls.md#email) for entry or opening.
|
||||||
|
|
||||||
|
#### Phone fields
|
||||||
|
|
||||||
|
Five phone contact number fields are provided as [Phone controls](ay-start-common-controls.md#phone) for entry or dialing on supported devices.
|
||||||
|
|
||||||
|
These fields are pre-labeled as "Business", "Fax", "Home", "Mobile", "Pager" however as with all AyaNova form field labels they can be [changed](adm-translations.md) to labels appropriate for your business.
|
||||||
|
|
||||||
|
#### Bill Head office
|
||||||
|
|
||||||
|
If this Customer has a [Head office](head-offices.md) checking this box will cause AyaNova to use the Head Office mailing address on Work orders, Quotes and Preventive Maintenance orders.
|
||||||
|
|
||||||
|
#### Head office
|
||||||
|
|
||||||
|
The [Head office](head-offices.md) feature of AyaNova is a way to group Customers under a common entity.
|
||||||
|
|
||||||
|
Head offices have several purposes in AyaNova:
|
||||||
|
|
||||||
|
- Billing purposes when the bill should go to the Head office for work performed for that Customer
|
||||||
|
- [Customer access](adm-global-settings.md#customer-access-settings) self-service features. A Head office [Contact](cust-contacts.md) can use all the Customer access features for all Customers who have their Head office selected depending on the permissions granted.
|
||||||
|
- Grouping purposes for management reporting in AyaNova
|
||||||
|
|
||||||
|
|
||||||
|
#### Active
|
||||||
|
|
||||||
|
Rates that are set to Active can be selected on new Work orders and other objects that user customers.
|
||||||
|
Rates not set to Active will still show in older records but can not be selected for new records; this is how you retire a customer from use.
|
||||||
|
|
||||||
|
#### Notes
|
||||||
|
|
||||||
|
Notes about this record for internal use. Notes can also be reported on if desired.
|
||||||
|
|
||||||
|
#### Custom fields
|
||||||
|
|
||||||
|
If the form has been [customized](ay-customize.md) and [custom fields](ay-customize.md#custom-fields) enabled for this object they will display here.
|
||||||
|
|
||||||
|
#### Tags
|
||||||
|
|
||||||
|
Standard AyaNova object [tags control](ay-start-form-tags.md).
|
||||||
|
|
||||||
|
#### Wiki
|
||||||
|
|
||||||
|
Standard AyaNova object [wiki control](ay-start-form-wiki.md).
|
||||||
|
|
||||||
|
#### Attached files
|
||||||
|
|
||||||
|
Standard AyaNova object [attachments control](ay-start-form-attachments.md).
|
||||||
|
|
||||||
|
000000000000000000000000000000000000000000000000000000
|
||||||
|
|
||||||
### Contacts tab
|
### Contacts tab
|
||||||
|
|
||||||
(there is a link to here from cust-contacts)
|
(there is a link to here from cust-contacts)
|
||||||
|
|
||||||
#### Name
|
#### Name
|
||||||
|
|
||||||
|
|
||||||
#### Alert notes
|
#### Alert notes
|
||||||
|
|
||||||
(keep this and expand for link from ay-start-edit-forms alerts section)
|
(keep this and expand for link from ay-start-edit-forms alerts section)
|
||||||
|
|
||||||
#### Service tech notes
|
#### Service tech notes
|
||||||
|
|
||||||
(keep this and expand for link from ay-start-edit-forms alerts section)
|
(keep this and expand for link from ay-start-edit-forms alerts section)
|
||||||
Reference in New Issue
Block a user