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<< Click to Display Table of Contents >> Navigation: Fitting > Fitters Documentation Configuration |
Click Tools > Fitting... > Fitters Documentation Configuration
This screen allows you to set up fitters paperwork, e.g. installation certificates and building checklists. Use this to setup a full list of documents you need, and EQ can calculate which paperwork is required.
In addition to the documentation setup you should setup your schedule resources so that you have recorded which fitters have which certifications.
1.Click Add to add a new row
2.Enter a description of the certificate or paperwork e.g. "Electrical Part P"
3.Tick the Always Inc. box only if the paperwork is compulsory on every order otherwise it will be dependent on the fitting items used, as below:
Fitting Numbers (If you use the Fitting Calculator for fitting charges)
Enter in the identification numbers of the required fitting items, taken from the fitting configuration screen.Separate multiple numbers with a comma.
OR
My Catalogue Codes (If you own products for fitting charges)
Enter in my catalogue product codes of the required fitting items. Separate each code with a comma.
When a particular fitting item is included on an order, EQ will calculate which paperwork is required.
Related Topics:
Fitters Documentation (in system setup)
Fitters Documentation (right-click from order ref)