Entering a calendar order
There are two ways to enter an order:
- Using the lines on the form New preliminary invoice/offer, or
- Using the calendar.
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1. Entering an order from New preliminary invoice/offer
On the New preliminary invoice/offer form, you can enter an order by adding lines. Orders from lines are displayed in the calendar tab on the right.
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Warning
If the order is entered via the form New preliminary invoice/offer, it will only be visible in the calendar if times are entered in the Start and End fields and if the person performing the service (Performed by) from the order is selected.
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2. Entering an order from the calendar
In the calendar, you can enter new orders by clicking on a blank cell or by holding down the left mouse button and selecting the desired time fields in the calendar.
When you release the left mouse button, a pop-up window for order entry opens.
The pop-up window contains the following fields for the order entry:
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Item or service
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Select the desired service from the items or services register.
Entering an item or service is mandatory.
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(Color)
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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.
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Document type
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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.
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Customer
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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.
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Start
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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.
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Duration
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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.
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End
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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.
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Performed by
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Select a person who will perform the service from the Employee register. Only active employees are displayed here.
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Asset
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Select the asset to be used for the performance of service from the fixed assets register.
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Note
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Space for any text, e.g. special wishes of the customer, etc.
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Cancel
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Closes the pop-up window and discards all data entered.
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Add
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Saves the order data entered in the form New preliminary invoice/offer and saves the order in your calendar.
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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.
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