Set Customer defaults
Step One Click on edit defaults. Step Two Click on the “+” icon to add new. Step Three Select the default type and add the variables. Option Select which option you would like to set a default answer to in “Var 1” field. Select which answer you would like to set as default in “Var […]
Projects
Step One Set Customer as Builder. In order to activate the project tab in OpenJanela, the customer has to be set as a builder. In customer management, go to the details tab Click on the Builder checkbox Save changes Step Two Create new Project Go to the Documents tab Click on new Step Three Create […]
Project table format
1.Set Customer as Builder. In order to activate the project tab in OpenJanela, the customer has to be set as a builder. • In customer management, go to the details tab • Click on the Builder checkbox • Save changes 2. Create new Project • Go to the Documents tab • Click on new 3.Create […]
Part Families
Parts Family In this section the user is able to add, edit and remove parts families. Part families may be used to categorize every part used in the system. Description Part family name/description. Price Group Part family pricing group. Cost Group Part family costing group. Cost Markup Cost markup percentage. Price Markup Price Markup percentage. […]
Partner Line Discounts and Partner Group Line Discounts
Step One It is possible to add line discounts based on customer, customer groups, product series and product type. Partner Line Discounts and Partner Group Line Discounts will be calculated when an item is added into an order. Discount percentage/value will not be shown in the order. If the discount percentage/value needs to be shown […]
Adding partner groups
Step One Partner groups can be used to categorize a customer. It is possible to set different pricing, discounts and product series available for each partner group. To add a partner group follow these steps. Click on edit in the “Pricing Group” tab. Step Two Click on the “+” button to add a new group. […]
Placing Orders
Step One Click on place order. Step Two Confirm to proceed. Click on “Yes” to place order. Step Three Confirm the required date for the order. If required, click on the calendar icon to change the date. Step Four After selecting the date required, click the recalculate button. Step Five Click the confirm icon to […]
Order Tracking
Step One Go to “Customer Service” and select “Customer Management” or “Document Management”. Step Two Go to confirmed orders, select the order you would like to view and click on “Tracking”. Step Three View the status for each item. Item Status Confirmed: Item has been confirmed and has not been added to a production batch. […]
Entering Deposits
Entering Deposits Deposits can be entered to “Quotes” and “Orders” in the “Documents” tab in “Customer Management” or in “Document Management”. Step One Click the enter deposits icon. Step Two Click the “+” button to enter a new deposit Step Three Enter deposit amount and select a payment method. Step Four Press accept to record […]
Confirming Orders
Confirming Orders Orders can be confirmed by selecting “Ordered” in the “Documents” tab in the “Customer Management” and “Document Management” modules. Step One Click on confirm order Step Two Confirm to proceed Step Three Confirm the required date for the order Step Three(1) If required, click on the calendar icon to change the date. After […]