Editing TechPortal for SME
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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. |