Entering a calendar order

Item or service

Select the desired service from the items or services register.

Entering an item or service is mandatory.

(Color)

Clicking the icon opens the color palette to select the color of the order in the calendar. By default, the order is colored grey. If the color has already been defined in the Items register in the Main color field, that color will be selected automatically.

Document type

Select the type of document you want to use for the order.

If only one document is selected in the calendar filter Document type, it will be copied to this field by default. If multiple document types are selected in the calendar filter Document type, this field will remain empty.

Entering the document type is mandatory.

Customer

Select the customer from the Subjects register.

If the customer is not already entered in the software, you can enter it by clicking the yellow icon next to the search field. Clicking the icon will open the window for entering a new subject or customer.

Entering the customer is mandatory.

Start

Enter the time when the service will start. If you enter the time by selecting a cell in the calendar with the left mouse button, the time will be entered automatically.

Duration

Enter the duration of the service. If the duration is already entered in the Items register in the Duration field, this information will be automatically copied to this field.

End

Enter the time when the service is expected to end. If you enter the time by selecting a cell in the calendar with the left mouse button, the time will be entered automatically.

Performed by

Select a person who will perform the service from the Employee register. Only active employees are displayed here.

Asset

Select the asset to be used for the performance of service from the fixed assets register.

Note

Space for any text, e.g. special wishes of the customer, etc.

Cancel

Closes the pop-up window and discards all data entered.

Add

Saves the order data entered in the form New preliminary invoice/offer and saves the order in your calendar.

HINT If there are several different orders or appointments for the same customer within the same day, they will be recorded on a single, common Preliminary invoice, which means that all such orders on the same day will have the same preliminary invoice number.