Creating Suppliers

Suppliers are used in various aspects of the system such as creating PO's. In order to create a PO against a supplier the supplier must have already been created.

Create a supplier

Configuration > Suppliers

Create a supplier

Complete all details

TIP: If the supplier is set to On-hold or Dormant the supplier will still exist but an engineer will NOT be able to select them whilst create a PO

User Management (Create and Manage Users)

Set User roles for system Access

Set Employee parameters (Set contracted hours and PO creation accessibility)

Creating Products

Vehicle Management

Job Settings

Set the Job Types

Creating Suppliers

Set Labour Rates

Create Account

Create a Job

Create a Survey (if required)

Quote Job

Send for quote for Signature

Booking an Engineer (Location Timing)

Reviewing the diary

Managing Job Time Events & Jobsheets

Job Completion and Invoicing

Syncing with the Finance System

Timesheet review

Exporting Payroll

Downloading the Andriod APP

Mobile app login

Vehicle Check

Create a PO via the Andriod App

Job Management

View Reports

Creating reports

Installing GPS Trackers

GPS Vehicle Tracking - Login

Viewing & Tracking Vehicles

Playing Vehicle History

Creating Suppliers

Create a supplier