Add an order using a template

After defining an order template you can use this template to add new orders.

Where can I find my created order templates?


Order templates in the navigation bar


Click on: Navigation bar Orders



Order templates in order management


Click on: Navigation bar Orders Orders Add order




Order templates in asset management


Click on: Navigation bar Orders Assets desired asset Add order





Create an order

Click on the desired order template to create a new order. Provide a description for the order and select a customer. Optionally, you can also add tags to help find the order quickly during search. You can also add costum attributes e.g. to see which template is selected and view their fields.



Create Samples and Inspections (On-site inspection)

When you click on the tab Samples, you can directly add samples based on your sample template. More information can be found at _LINK_TO_PAGE=8_.



Inspections/On-site inspections are used when services are required that do not involve samples, for example, checking if all faucets are clean and leak-free. More information can be found at _LINK_TO_PAGE=9_.

Last change: 10.01.2025

Allgemeines

Einführungsphase

Mitarbeiter

Aufträge

Proben

Probenvorlage

Berichte

Berichtstabellen Editor

Kunden

Kundenzone (optional)

Anlagen

Angebote

Rechnungen

Parameter

Rechnen mit Parametern

Schnittstellen

Webservice

Transformationscode

Prüfpläne / Grenzwerte / Spezifikationen

Dokumentenlenkung

Prüfmittel

Material

Mitarbeiterschulungen

8D-Report

Sonstiges

PDF-Vorlagen

Fragen und Antworten

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Dateiverwaltung

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