“Works” now display in Katipolt as “Job” or “Jobs”.
SALES INVOICE – ADHOC PRODUCTS
Adhoc Products can be entered and don’t require a Product Code to Save. Adhoc Products cannot be searched for and used in another Sales Invoice, a Product for “This Sales Invoice only”
QUOTE – QUICK SEARCH
Quote Kitset/Product search now displays a narrowing list of options to help you find the Kitset/Product you are looking for quickly
SCHEDULING – JOB STATUS FLAGS/FILTERS
A better filter view of Jobs in the Scheduling Calendar, i.e. tick “On Hold” and only see Jobs “On Hold”. plus Jobs now display their Job Status
NOTE: “Quoting” Jobs display on the Calendar so you can Book work before a Quote is Accepted. I.E. Install the BTS
SCHEDULER – ADD JOBS
Add a Job from the Scheduling Calendar, just press the global [+ADD JOB] button, Select a Customer then enter the Job details, then following the Save press the Job’s [Back] button to return to the Scheduling Calendar
EMAIL - HTML EMAIL TEMPLATES
Email wording has been enhanced to allow more layout and content options, including custom buttons and inline images. The email send window has also been improved to allow the same level of customisation as the new templates.