6.1 Customers
In the main menu, navigate to Master data → Customers.
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You have the option of sorting the list of customers by ID and customer name. You can also use the search function to find a customer. |
6.1.1 Creating a customer
You can create a new customer by clicking on the ADD NEW CUSTOMER button at the top right of the list of customers.
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Field | Description | Mandatory field |
Customer name | Name of the customer | Yes |
Customer ID | Identification number of the customer | No* |
*If the customer number has not been entered, the customer number will be generated automatically.
Press SAVE once you have added all the relevant information. You can edit the customer again at any time at a later date.
6.1.2 Detailed view of customers
After you have created a new customer, you are automatically taken to the detailed view of the customer. You can also navigate to the detailed view of an existing customer via the list of customers by simply clicking on it.
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You can only delete a customer if no projects, assignments or standing orders are assigned to it and no equipment has been created for the customer. |
6.2 Checklists
In the main menu, navigate to MASTER DATA → Checklists.
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You have the option of sorting the checklists by ID and checklist name. You can also use the search function to find a checklist.
6.2.1 Creating a checklist
You can create a new checklist by clicking on the ADD NEW CHECKLIST button at the top right of the checklist list.
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Press SAVE once you have added all the relevant information. You can edit the checklist at any time at a later date.
6.2.2 Detailed view of the checklist
Once you have created a new checklist, you are automatically taken to the detailed view of the checklist. You can also navigate to the detailed view of an existing checklist via the list of checklists by simply clicking on it.
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You can only delete a checklist if it is not part of an existing template. |
6.3 Tools
In the main menu, navigate to MASTER DATA → TOOLS.
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You have the option of sorting the list of tools by ID, serial number, tool name and tool status. You can also use the search function to find a tool. |
6.3.1 Creating a tool
You can create a new tool by clicking on the ADD NEW TOOL button at the top right of the list of tools.
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Press SAVE after you have added all the relevant information. You can edit the tool again at any time at a later date.
6.3.2 Tool detail view
After you have created a new tool, you are automatically taken to the detailed view of the tool. You can also navigate to the detailed view of an existing tool via the list of tools by simply clicking on it.
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Tools cannot be deleted. However, you have the option of setting the tool status to INACTIVE if a tool is no longer available. |
6.4 Project templates
In the main menu, navigate to MASTER DATA → PROJECT TEMPLATES.
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You have the option of sorting the list of templates by ID, template name and description. You can also use the search function to find a template. |
6.4.1 Creating a template
Templates are created from existing projects. In the main menu under WORK → PROJECTS, navigate to a project from which you would like to create the template by clicking on the small arrow on the right-hand side of the line.
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Press SAVE after you have added all the relevant information.
6.4.2 Detailed view of template
You can navigate to the detailed view of an existing template via the list of templates by clicking on the small arrow on the right-hand side of the row.
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