Go on the company’s or particular contact’s CRM file, click on the “service” icon then on “create a work order” :
In the work order creation window, fill in the fields :
- If the Ordering party is linked to a co-ownership (grouping), blgCloud indicates it. If the intervention is to be carried out on the co-ownership's equipment, click on the co-ownership and your ordering party will change,
- Type of intervention : intervention at the workshop or outside (enter address),
- Enter the material you are going to work on (possible to create it if not present in your blgCloud database), select the intervention nature,
- On the state field, click on “quote”,
- Also enter the estimated time in the “task” block (task = estimated time + labor) and its invoiced labor then click on “new sales document”.
Warning, the fields marked with an * are mandatory fields to be filled in to validate its creation.
Please note that if your work order is billable, do not indicate an internal transfer position :
In your quote, the labor has been incremented on the tasks block (for planning and declaring technician hours) and on the articles line. Possible to add items from the “add a product, a part, an equipment” field.
Don’t forget to update the timetable, describe the work carried out and the work to be scheduled.
When your quote is ready, click on “preview” :
If, when creating your work order in quote status you forgot to enter the concerned labor, you can, from the “add a product, a part” field, enter the reference or designation of your labor article to increment it. When you enter the technician’s time, the time to invoice will be automatically incremented :
When your quote has been validated by your customer, change the status to “open” :
Once your word order is in “open” status, you can schedule your intervention, source (transfer request, supplier purchase) the items and consumables if they are not in stock :