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
• Go to the Documents tab
• Click on new
Attributes Define how the project is Organized, for example Buildings and Facades, or Floors.
In the example we will use here ,we will create 2 buildings – Bldg 1 with 2 Floors and Bldg 2 with 1 floor.
• Click on new attribute and add a description. Eg: Building 1. Save attribute.
• Create a second attribute as Floor 1. Set Building 1 as parent attribute.
• Create third attribute as Floor 2. Set Building 1 as parent attribute.
• Create another Attribute Bldg 2 with No Parent
• Create a 4th Attribute Floor 1 and set its Parent as Bldg 2.
• Add items as you would normally do.
• At the time of Saving, you will notice that the Save dialog askis for the Qty per Floor (attribute).
• Enter the Qty Required for each “Window/Product design and Size” – Usually these are detailed in the project Schedule supplied by the builder.
For example A1 Or A2, etc.
Save the Line Item
• Repeat for all the Product Types/SizesWindow/Product design and Size” listed in the Project Schedule
• On the project header, select Phases tab.
• Select thew New phase button
• Enter a description
• Enter date required
• In then attributes section you will find the items available to add into the phase.
• Select the desired items from the “Available” column and click the “>” button to add to the “Selected” column.
• Select the “Items” tab to set the desired qty for the phase.
• Continue to add all products that will be released in this phase.
• Click Save
This will make all phases available to be released as individual orders.
This will make all phases available to be released as individual orders.
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