Difference between revisions of "Site Management"
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| class="headerMainTitles" colspan="4" | Jobs Tab | | class="headerMainTitles" colspan="4" | Jobs Tab | ||
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| class="headerMainTitles" colspan="4" | Customer Tab | | class="headerMainTitles" colspan="4" | Customer Tab | ||
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customercountry|Country]] | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customercountry|Country]] | ||
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| − | + | | colspan="4" | | |
| − | + | ---- | |
| − | | colspan=" | ||
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| class="headerMainTitles" colspan="4" | Site Memo Tab | | class="headerMainTitles" colspan="4" | Site Memo Tab | ||
Revision as of 10:58, 5 April 2022
| SiteMgnt.PNG | |||
| Navigation | |||
| To access Site Maintenance, select Search > Sites > Use the search to find the site to access > Select the row for the site to access >Click Edit | |||
| Overview | |||
| Fields | |||
| Customer Code | Customer Name | ||
| Clone From: Customer Address | Clone From: Ship To | ||
| Site Name | Site Type | Est Date | Site Code |
| Address | Chain | Referral Code | |
| Address | Store No | SLA | |
| Address | Store Type | Priority | |
| Zip | Map Code | Branch | |
| City | State | Price Levels | |
| Latitude | Longitude | Tax Schedule | |
| Main No | Fax No | Active | |
| Labor #1 | Servicer #1 | Primary Contact | |
| Labor #2 | Servicer #2 | ||
|
| |||
| Jobs Tab | |||
| SiteJobTab ccexpress.png | |||
| Overview | |||
| Jobs are managed on the Job Management Form. | |||
| • Use the More drop-list to Add a new Job. | |||
| • Select a job in the results grid to Edit the job. | |||
| • Use the More drop-list to search for an existing job. | |||
|
| |||
| Customer Tab | |||
| SiteCustomerTab ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Fields | |||
| Customer Name | Customer No | ||
| Address | Phone No | ||
| Address | Fax No | ||
| Address | active | ||
| City | State | Zip Code | Country |
|
| |||
| Site Memo Tab | |||
| SiteMemoTab ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Tasks Tab | |||
| SiteTaskTab ccexpress.png | |||
| Overview | |||
| Tasks are managed using the Task Management Form. | |||
| • Use the More drop-list to Add a new Task | |||
| • Select Edit in the results grid to Edit the Task. | |||
| • Select Replicate in the results grid to Replicate the Task. | |||
| • Select Remove in the results grid to remove the Task. | |||
| Fields | |||
| Task Type | Task Desc | ||
|
| |||
| Contacts Tab | |||
| SiteContactTab ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Notes Tab | |||
| SiteNoteTab ccexpress.png | |||
| Overview | |||
| Desc Here
| |||
| Search | Results Grid | Add | Edit |
| Fields | |||
| Category | Internal | Print on Ticket | |
| Note | |||
| Documents Tab | |||
| SiteDocumentTab ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Equipment Tab | |||
| SiteEquipmentTab ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Agreements Tab | |||
| SiteAgreementTab ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| PM Schedules Tab | |||
| SitePMSchedule ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Invoices Tab | |||
| SiteInvoiceTab ccexpress.png | |||
| Overview | |||
| Desc Here | |||
