Choosing the warranty on an order
Every quote and order carries one warranty, chosen in the Warranty combo on the Order Header. The read-only start-date/basis pair described in When the warranty clock starts is tracked alongside it, but its labels are hidden on this screen — only the Warranty combo itself is shown. It is editable on a quote as well […]
When the warranty clock starts
Warranty days count from the order’s warranty start date, and that date is the day the order was delivered. Cover is keyed off delivery on every order — not off the day an installation was finished. Why delivery and not installation Delivery is when the customer takes possession of the goods, so it is when […]
Warranty when adding assemblies to a service order
When you add an assembly to an item on a Service Order — the Line Assemblies button on the item opens the Order Line Assemblies picker — each row is assessed against the original order’s warranty, the same way a ticket line is. The Warranty and Remaining columns Column What it tells you Warranty The […]
Warehouses setup: add a warehouse, locations, racks and bins (Main Stock, Ship Area, Receiving flags)
Stock is kept in a four-level tree: Warehouse → Location → Rack → Bin. The tree is maintained in Inventory Management → Stock Management (the Stock Management dashboard) → Stock Management → Warehouses. The flags on each warehouse tell OpenJanela which warehouse to use for stock, receiving and shipping. What, where, who, when, why What […]
User rights & groups
A right (permission) controls one capability — confirm an order, view price, edit a user, and so on. This chapter explains how rights are organised and how they are assigned. What, where, who, when, why What The permission model behind the user screens: individual rights (one capability each) and groups — reusable bundles of rights […]
User Management
User Management is where administrators create the people who log in, decide which company and branch each one belongs to, and grant the permissions that gate what they can see and do. This chapter covers the screen and the data it writes; User rights & groups explains the permission model, and Permission visibility covers hiding […]
What happens to an unfinished quote when you close OpenJanela
While you work on a quote or an order, its lines are kept in your own working copy (your cart) until you save. When you close OpenJanela, and again when you sign in, the system tidies that cart up for you. Removed without asking a cart with no items in it; a cart that is […]
Tax codes: how taxes are chosen for a customer (Tax 1, Tax 2, Tax 3, tax exempt, tax rate, taxable shipping and installation)
A tax code is one sales tax with its rate and the area it applies to. A customer and each quote or order carry up to three: Tax 1, Tax 2 and Tax 3. You pick them on the customer’s Financials pane (Customer Service → Customer Management) and on the order header. The list itself […]
Tax Codes screen (add or change a tax code, tax rate, region, taxable shipping and installation)
Create and change sales tax codes in OJ Setup → Product Setup → Tax Codes. Open How tax codes work at the top of the screen for a short explanation. How codes are chosen for a customer and how invoice tax is worked out is in Tax codes. What, where, who, when, why What The […]
Surcharges (Tariff / Energy)
A surcharge is an extra charge that changes over time while your part cost stays the same — a Tariff Surcharge or an Energy Surcharge. Each active surcharge adds its own line to every quote that is not yet confirmed, at its percent of the net price of the products it applies to. Part cost […]