Editing TechPortal for SME
Jump to navigation
Jump to search
Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.
The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.
Latest revision | Your text | ||
Line 96: | Line 96: | ||
<br>[[File:ViewTPSignatureInSME.png]] | <br>[[File:ViewTPSignatureInSME.png]] | ||
− | <br>'''Email''' -Click Email to email the order summary to your customer or back to the office. There is also a pdf summary of the order attached to the email | + | <br>'''Email''' -Click Email to email the order summary to your customer or back to the office. There is also a pdf summary of the order attached to the email. The technician's email will need to be setup in SME for this feature to work. |
Line 122: | Line 122: | ||
<br>1. Click '''Add''' | <br>1. Click '''Add''' | ||
− | <br>2. In the Add Parts window | + | <br>2. In the Add Parts window enter the quantity (Qty) and select the Item. You can edit the cost and price field if it is visible. Cost or price may be hidden from view depending on your TechPortal settings. |
<br>3. Click OK and the material is added to the order in SME back at the office. | <br>3. Click OK and the material is added to the order in SME back at the office. | ||
<br>[[File:TechPortal_AddParts.png]] | <br>[[File:TechPortal_AddParts.png]] | ||
Line 129: | Line 129: | ||
'''Remove parts from an order''' | '''Remove parts from an order''' | ||
− | <br>Material | + | <br>Material on an order can be deleted in TechPortal. |
<br>1. Check in the Delete column the material you want to remove from the order. (image below) | <br>1. Check in the Delete column the material you want to remove from the order. (image below) | ||
<br>2. Click OK in the confirmation window and the material is removed. | <br>2. Click OK in the confirmation window and the material is removed. | ||
Line 153: | Line 153: | ||
Technicians can add service items to orders. Service items added in TechPortal immediately update SME at the office. | Technicians can add service items to orders. Service items added in TechPortal immediately update SME at the office. | ||
<br>1. Click '''Add''' under the service section in TechPortal | <br>1. Click '''Add''' under the service section in TechPortal | ||
− | <br>2. In Services window, | + | <br>2. In Services window, enter a quantity, select a service item and click OK. |
<br>Users can edit the description, cost (if visible) and price (if visible) fields. If the cost or price isn't visible, they are hidden based on your TechPortal settings. | <br>Users can edit the description, cost (if visible) and price (if visible) fields. If the cost or price isn't visible, they are hidden based on your TechPortal settings. | ||
<br>[[File:TechPortal_AddServiceITem.png]] | <br>[[File:TechPortal_AddServiceITem.png]] | ||
− | <br>Service items | + | <br>Service items on an order can be deleted in TechPortal. |
<br>1. Check in the Delete column the service item you want to remove from the order. (image below) | <br>1. Check in the Delete column the service item you want to remove from the order. (image below) | ||
<br>2. Click OK in the confirmation window and the service item is removed. | <br>2. Click OK in the confirmation window and the service item is removed. |