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User manual WinServ II edition

1. 162 SOFTWARE Support Group contract What is main object and sub object and how do you set up such a contract Sub object iy a Meter card Sub object Sub object Virtual main object Meter card with contract Meter card F _ gt agreement A E Contract invoice from main object with excess copies Group contracts are used when the customer has a service contract for several objects at a shared cost as well as possibly shared included quantity where the customer himself allocates the included copies between the copiers Every machine has its own meter card When the copies are registered in WinServ they accumulate to the main machine The virtual machine contains information about the shared service cost that is contractually invoiced in WinServ The price of any excess copies in arrears is also defined for the main machine and those are invoiced together with the service cost in advance in the contract invoice The contract invoice is created when all meter cards belonging to the group contract are registered This means that you have a correct copy history per machine as well as for the entire group contract 163 SOFTWARE Support Setup sub object E Maskiner fonsi S kord 43 Huvudnr HUWOO1 Avtalsnr l El Installationsdatum 2005 01 01 Generera nr Nummerbyte Ny 2000 Kopiator ABC Kopiator ABC Kopiatar fal Serviceavtal tom 12006123 Utskrif
2. Add receiver Click Parameters Installation Alarm settings Receiver Click New Click in the Receiver field and enter a name for the receiver e g LC 001 Enter select the desired alarm centre in the Alarm centre field Click in the field Transmitter series and enter a number for the desired series Click in the Protocol structure field and enter the protocol structure Click in the Protocol field and select the desired protocol e g SIA Click in the Primary field and enter the desired phone number Click in the Secondary field and enter the desired phone number 10 Click on the first row under Character and enter the desired character e g 02 for assault 11 Press TAB to go to the next field and enter the desired Character text Assault 12 Press TAB to go to the next row Repeat until the desired number of characters have been registered 13 Click Save to save and close 1900 AA ASES Delete receiver Click Parameters Installation Alarm settings Receiver Click in the field by Receiver and enter select receiver Click Delete The Confirm dialogue is shown Click Yes to delete Click Close to exit the window DIED NES 117 SOFTWARE Support Object types Examples of objects House Business premises Cr che Sports facilities Office Warehouse etc Add object type 1 Click Parameters Installation Alarm settings Object type 2 Click in the first row and enter the desired object e g Business premise
3. Gruppavtal Avtal tecknat Datum Slutdebiterad S rskilda villkor Slutdeb av Serviceavtal Artikelnr Ben mning Inpris Serviceavgift Varav hyresdel Deb period Startdatum Slutdatum s1 Serviceavaift 0 0000 3000 00 000 Ki f 2099 12 31 Text I Text p faktura Finansierad serviceavait Senaste avtalsfaktura Skapar ej order 2006 10 01 _ 2006 12 31 Jouravtal Artikelnr Ben mning Inpris Jouravaift Varav hyresdel Deb period Startdatum Slutdatum pom jaj of Text Text p faktura The main contract defines an article for service fee description Incoming copy volume for all sub machines included in the group contract multiplied by price per copy constitutes the service fee or if you prefer a fixed service fee you set that here You also determine the debit period 165 SOFTWARE Support Installation Parametrar Avtal Avaifter Tillbeh r Prismatris Inst llningar Historik Meddelande Dokument Blanketter Order Personer Dator Larm Passage CCTV Branded 4 gt Service R kneverk Staffing Gruppavtal Timbank aT E F rbrukni Text p rapportkort Utskrift from Utskrift tom Text for r kneverk E amie teal I Rapportkort Period mj E 1 J Priskolumn y 4 08 21212122 I Rapportkort via fax Fax 2 Saldo 0 I Rapportkort via E mail E mail Utskick Status 3 Erh lit 0 00 I Visa ej fg m tarst llning Postadr
4. e if you want the service call for the customer s copier to be deducted from the customer s time bank Group Invoice settlement Here you specify how the time bank should be settled e Automatic invoice at service call completion Tick the checkbox if you want to send a new time bank invoice when you complete a service call and the time bank balance exceeds its limit or runs out Enter the limit for the new invoice in Limit minutes e Include travel time in time bank Tick the checkbox if you want the travel time to be deducted from the time bank balance e Article no Here you enter the article for the excess minutes e Limit minutes Here you enter the number of minutes that must be reached before a new invoice is sent to the customer e Excess minutes Here the excess minutes accumulate before being invoiced That will happen when you use the feature Invoice excess minutes with contractual invoicing See below e Price per minute Enter the price for the excess minutes 4 Group Time bank Here you see the time bank balance and the number of minutes included in it e Included minutes Here you enter the number of minutes included in the time bank at time of sale 93 SOFTWARE Support e Balance minutes Displays the number of remaining minutes in the time bank e Balance change date Displays the date when the balance changed 5 Group contract invoice Enter the details about the invoice concerning payment e Acc
5. Todo Contacts Customers HE amp Objects Machines Installations Za Sale forecast Calendar 5 Planning calendar Q Notes e Time clock e External programs MS Excel al Open field Locked field FA Colours o Row up O Row down 168 SOFTWARE Support O E lo la mu ES eof D m A Eb Outlook express Create folder structure Search folder Create recurring ToDo Click the icon to copy a service order Click the icon to open the Eniro map feature Click the icon to e mail via the SMTP server Click the icon to send an e mail to your provider s SMS service The provider will transform your e mail into a text message and send it to the technician This feature enables you to fax a document through your fax software optional Click this icon to check if the technician has the right training for the job Click the symbol to update the summary Click the icon to open the folder to which the path leads Click the icon to see more booked time registration rows Click the icon at the start or finish of a service call Real time completion Click the icon to add an action code and action description to each time registration row Click this icon to restore the columns to the default position Click the icon to restore you selections to the default position 169 SOFTWARE Support Legends ESC Close active window F2 Save post F3 Close window F4 Open list F5 Cle
6. Om du inte redan har gjort det s utformar du etiketten med hj lp av den f rsta etiketten p arket Om du vill l gga till mottagarinformation p etiketten OCA I AC O OS OS CO OO 1 19 Skriv en fr ga f r hj lp STIS Ordna etiketterna klickar du p en plats p den f rsta Om du inte redan har gjort det s etiketten och sedan p ett av Ge RSS area SKE objekten nedan N sta post Kundnamn N sta post K undnamn 3 ci g val pas he Ferien Postadress Postadress snp eared a Adressblock Postnr Postnr SPE AS APE Ort Ort objekten nedan 3 H lsningsrad Bent Elektronisk frankering ane 3 Elektronisk frankering a Fler objekt Lundnamn N sta post Kundnamn N sta post Kundnamn El Fier objekt Postadress Postadress Nar du har ordnat etiketten Kickar N r du har ordnat etiketten klickar Postnr Postnr a panid san Eva 4 p N sta Sedan kan du Orta Ort atkatt och g ra ndringar NN pibe delicia mottagares Replikera etiketter etikett och g ra ndringar bu tan kopiera layo aten nte Fa f rsta ill de andra il il etiketterna p sid att Replikera etiketter Lundnamn N sta post Kundnamn N sta post Kundnamn klicka iron nedan Du kan kopiera layouten f r den cernes aT pradessh E A Postnr Postnr f rsta etiketten till de andra 5 Ort Ort etiketterna p sidan genom att klicka p k
7. SOFTWARE Support User manual WinServ II edition WINSERV SERVICE MANAGEMENT SYSTEM Author Niklas Johansson Version 1 01 SOFTWARE Support Table of contents Chapter 1 FILE ooo a a od 6 Ae A 7 SWIECI USE it iaa 7 Erandio AS SARS NT FS RA VETT renato 7 Chapter 2 PROGRAM ocio rr rr rr rr rr rr rr rn RR AR KR KR RR RR RR KKR RR RR RR RR KR KR RR RR RAR KRA 8 Order is 10 Service ordenara acacia A RE 10 COMSUMPUON Orders ic da a dt ed 18 Offer OTCOK 2 5e De ren na en 2 2e de E SNS nee dans sie sea 20 Corse 20 20 Return Orders aves cai ida A 23 Base order consumption ii EE a 24 Interval order consumption GC encarna ns nn nn creme ancora KRK KR RR KARA 25 ContraCt sew RR MMe cc cease aaa aana nananana naana 26 Contractual invoici aS A a use 1 0WOb ses scccccsssssesenssssnsecesenaeess 26 Counter registration A TL 27 Unit package Pres LINE D AAA 28 Service ODA Y AVS A PA AMA 29 Group dispatch A a AY ON OA Oe 29 Work schedule A MA O A cc cc 30 A ocacion RR occ TO 31 Interval service A A A A cr 32 Discussion group A N AA SERED coe os cc ic 34 Service calendar A A A A cnc cr 35 Project calendar A A A AA cocoa nn 36 Insert global mes ER PA caca seananecmec en meananansseconnuennnennannnnnnanenunnununn 37 STOCK er A asa rss rise se rene ananas 38 PUFCN ASE OFAETS enes artens nns ana seen sectes A N s 38 Technician stocks aaa pic 39 T
8. Debiteringstyp imulerin Kundnr 1 L gger ei till avgifter vid m tarstallningsregistrering 3 verantal ackumuleras till huvudmaskin E ASES Antal Antal Ing r Inpris Utpris Varav Uppdebiterat Ackumulerat Installation Senaste Senaste Senaste Artikelnr Ben mning per dag Garanterat antal per styck per styck hyresdel antal antal m tarst llning m tarst lning avl st datum faktura datum KD Kopiedebitering 0 0 0 0 0000 0 0000 0 0000 0 a 0 45000 2006 05 02 0 0 of ooo f ooooo 00000 of of 0 o 2006 05 02 0 a 0 0 0000 0 0000 0 0000 0 D D 0 2006 05 02 0 0 0 0 0000 0 0000 0 0000 0 0 a 0 2006 05 02 Report card and report card period must be defined and the accumulation type is set to Excess quantity is accumulated to main machine The text Copy debiting or whatever you want to call the article is only to facilitate counter registration debiting It has no function Price and incoming volume shall not be defined for the sub machine 164 SOFTWARE Support Set up main object Maskiner EE x Maskin nr HUVOO1 S kord 60 Huvudnr Avtalsnr s sj Installationsdatum Generera nr Nummerbyte Ny Modelinr Huvudmodell w Huvudmodell Grupp Huvudmodell Grupp Kopiator Gl Serviceavtal tom 2006 12 31 Utskrift Start slutfaktura ri 100015 KopiebolagetAB Storg 12 STOCHOLM ED Jouravtal tom Kopplad Boza TE H mta kunduppgifter Kopiebolaget AB Storg 12 STOCKHOLM N sta service Aktiv J Snab
9. E mail ny forbrukningsorder E mail ny serviceorder 149 SOFTWARE Support Alarm tab Here companies in the security industry set the basic settings for alarms Foretagsnamn Demobolaget AB Licensnr 10001 Licensierad till Demobolaget Anv ndare F retagsuppgifter Tider kostnader Kataloger ISO Grundinstallningar Texter L pnr Backup PAR Uppdatera Import export Web Lamm XML parametrar Polistillstand 123 456 789 0 Utf rdat i Stockholms L n Medlem i SLF LIF SWELARM SBSC intyg SBSC Certifikat nr 9876543211 Ansv utf intyg Sten Herscher XML parameters tab Here you set the parameters for the import export of XML files XML is a format that is independent of hardware and software independent of language and even independent of the information itself It is a format for all kinds of industry specific data web sites quick transactions transfer protocols images and long text files This format makes it possible for WinServ to communicate with other programs F retagsnamn Demobolaget AB Licensnr 10001 Licensierad till Demobolaget Anv ndare a F retagsuppgifter Tider ko
10. ERS Kursplats Kurslokal Gatuadress Postnr Ort Tel Kontaktperson Nycklar Portkod a Rickard 2 190 Brunanden Milan Storg 33 16308 SP NGA 08 761 00 00 Rickard R da Korset Skutan Homsgatan 54 17563 STOCKHOLM 08 452 46 00 Berit Andersson Arlanda LFY P12 Arlandaplan 12 11800 ARLANDA 08 797 61 00 Ame Bengtsson Fast utrustning Namn y Dverhead 1 00 Wideokanon 1 00 Wipeboard Teachers Go to Program Course booking system Teachers Here is where you list the teachers available for the courses l rare X Nr gt gt Namn F retag Gatuadress Postnr Ort Tel Mobil Tekn gt gt A 000002 3 10034 Ronny Fransson WS Software Reimersholmsgatan 8 11412 STOCKHOLM 08 6690444 070 4562101 53 SOFTWARE Support Equipment Go to Program Course booking system Equipment Here is where you list the equipment available for the courses Kursutrustning M rkning gt gt Namn Lev gt gt Serienummer Inkops r ILTO001 IvKO001 Videokanon Sony SONY DPR00923z 3 2004 VK0002 Videokanon Panasonic DCRY 890937 09 1 2221 2001 Course category Go to Program Course booking system Course categories Here is where you categorise the courses Kurskategorier Namn A ee oc Hj rt Alungr ddning Livraddning vid elskada Personskydd S kerhet 54 SOFTWARE Support Skapa order Click New order to create a new rental order Click Create order to register data Ny order f This a
11. Wisa typ Alla O Endast startfakturor Endast m tarst llningsregistreringar Endast avtalsfakturor Visa status Alla Endast registrerat genom WinServ Endast registrerat genom Web Visa Alla O Endast ej utskrivet Endast utskrivet Find the right Reg no 1 Click History in the menu bar and select Contract history 2 Click in the Reg no field and enter the registration number and press TAB or F9 You can also click the prompt and select the registration number in the list Select the type of invoice you are looking for in View type Select the status for the order in View status Tick the View checkbox to get a selection of printed or not printed orders You can also search the fields to find the right order Click Cancel to exit the view and go back to the contract history card SLOTS DO 63 SOFTWARE Support Edit contract history 1 2 Click History in the menu bar and select Contract history Click in the Reg no field and enter the registration number and press TAB or F9 You can also click the prompt GJ and select the registration number in the list Correct the errors in the contract history Click Save to save the changes Move Contract history NBA Click History in the menu bar and select Contract history Click the Move history button Enter or select the object whence to move the history Enter or select the object to which you want to move the history If you do not w
12. With this button you can either create a spare parts list for this model only or for all of them You can also determine a date from which you want to create the spare parts list Uppdatera ben mningar Click this button to update the spare parts descriptions if you have changed them Texts tab If you want to add specific text on the report cards for this model you enter it here You can change the general text on the report card in System parameters Texts Report card Notes tab Here you can take down your own notes about the model Message tab If you want to create a message for the model for example a bulletin from the supplier that should be visible on the service order you register it here Object tab Lists all the objects available for this model 105 SOFTWARE Support Technicians WinServ has a directory of technicians Here you register technician specific information TA Spara Uppdatera St ng Clears the Technicians view and opens all fields for new registration of technicians Click Save to save and close Click Update to save data without closing the view Click Close to exit the Customer view Flytta teknikerlager Click Move technician stock to mode a technician s stock to another technician for example when a technician leaves the company Kopiera BP LP hylla Click Copy order points Stock points or Shelf Use this feature to use another technician s order points etc as a te
13. for the customer the more copies he makes e Stagger Tick the checkbox to use this feature From Enter the quantity from which the price per copy applies To Enter the quantity up to which the price per copy applies Price Enter the price per copy for the staggered levels Acc excess qty This is where the accumulated copies are registered if you are using such an accumulation type Installation Counter reading Enter the counter reading at the time of installation e Latest counter reading Enter the latest read date when making a counter registration e Date Lists the latest invoicing of the copies Group contract tab 1 Group contract counter 1 Here you create a group contract where you gather the total quantity of the meter readings accumulated for a virtual main object It is important that the main object has accumulation type 1 and the sub object have accumulation type 3 e Main no Here is where you assign the main object number to the sub object e Main Tick the checkbox for the main object e Sub object On the main object you enter retrieve the sub object in the object directory Time bank tab 1 Group Time bank fee Time bank is a contract that means that you sell a number of hours in a time bank balance that is reduced when you report your service order e Debit type Select 7 Time bank Group Alternative object number Here you could for example enter am object number for a customer time bank
14. n varandra med F ltavor nsare P samma s tt m ste dataposter avskiljas med en postavgr nsare Anv nd listorna nedan f r att markera l mpliga s dana F ltavgr nsare Postavgr nsare y retur Namn F retag Postadress Postnr O Et prer prer peer peer OPP PP g LA LA LA F LA Universitetet IBV S581 V lj mottagare Anv nd en befintlig li v lj fr n Outlook kont O Ange en ny lista Anv nd en befintlig list Anv nd namn och adress fil eller en databas E Bl ddra Y Redigera mottag Steg 3 av 6 N sta Skriv brevet 4 F reg ende Start 160 SOFTWARE Support 11 Here you sort through them If everything looks correct click OK Koppla dokument f r mottagare x Klicka p en kolumnrubrik om du vill sortera listan Om du vill sortera listan efter ett s rskilt villkor till exempel efter ort klickar du p pilen bredvid kolumnrubriken Anv nd kryssrutorna eller knapparna om du vill l gga till eller ta bort mottagare fr n listan Lista ver mottagare Y Kundnamn vi Postadress ay Eriks Plat ENE Kalle Kula AB Storstock Beredningstj G vlebrotj n box123 Arenav gen 27 Sundhemsgr nd 8 Box 11115 Ulf Johansson Nacka Kommun Kahls kaffe Bergslaget u Kopiebolaget Storg 12 Polisens tekni Polisgatan 3 lb kontor ab box 8 Ekb v 22 SRR Rox 2018 Markera alla Avmarkera alla Uppdatera v Postnr vi 1
15. or Invoice only in the View box 11 Tick Not printed only or Printed only in the other View box 12 You can select for example Customer no in the filters 13 You can also search the fields to find the right order 14 Click Cancel to exit the view and go back to the Service order history card Edit Service order history 5 Click History in the menu bar and select Service order history 6 Click in the Order no field enter the order number and press TAB or F9 You can also click the prompt GJ and select the order number in the list Correct the errors in the Rental order history Click Save to save the changes DEN 68 SOFTWARE Support Move Service order history Se INES Click History in the menu bar and select Service order history Click the Move history button Enter or select the object whence to move the history Enter or select the object to which you want to move the history If you do not want to move all the service order history enter an order number interval Click OK to move the service order history Global delete of Service order history 1 2 3 Click History in the menu bar and select Service order history Click the Global delete button This allows you to delete Service order history for a selected object customer or period NOTE You cannot retrieve the history after it has been deleted Use the filters to set the parameters for the deletion Click OK to delete the Service orde
16. orderrader Order M Andra emottagit av M Andra inpris p orderrader L senord f r l sning order M M O M M ndra slutf rt datum M Registrera bilm tarst llning Picture Rights Incoming service call Settings for the user when he she registers a new service order The description below applies from the moment the user clicks the Create order button until the user clicks Save or Update Report service call Ticked Gives the right to register service orders Unticked Deactivates the feature Book service call Ticked Gives the right to book a service call for a technician which means that the user can change the status for a service order to Booked Unticked Deactivates the feature Dispatch service call Ticked Gives the right to change the status of a service call to Dispatched Unticked No right to change the status to Dispatched 130 SOFTWARE Support Complete service call Ticked In connection with a service call completion the user has the right to change the status to Completed which in principle means the right to create invoice bases Unticked No right to complete service calls Change incoming time Ticked The user can change the time the service came in in the field Incoming Unticked The user cannot change the time in the field Incoming Change scheduled time Ticked The user can change the times of registered service orders in the field Scheduled start the f
17. time a new customer is created a unique customer number is generated on the basis of a pre defined series You can assign your own number if you wish A customer number may consist of 14 characters both letters and numbers Spara Click Save to save and close Click Update to save data without closing the view Creates a New prospect and stores it in the WinServ customers listing Every time a new prospective customer is created a unique prospect number is generated on the basis of a pre defined series Every prospect number starts with a P With a prospective customer you can work on sales activities e g ToDo create offers etc You cannot create Objects or Service orders That requires changing it from prospect to an actual customer See New customer and Prospect gt Customer or Change number St ng Click Close to exit the Customer view Ue Click Update object to change address information etc to match what was entered on the customer card NOTE All objects are updated and given the same address Therefore we only recommend using this feature if a customer has several objects with different location addresses ppdatera kontakte same feature as Update object See above Kundkort Prints the customer card Changes the existing customer number to a new one This is also used for changing prospect number to customer number in those instances where you list all your customers in WinServ Nummerbyte 13 SOFTWARE Sup
18. 1 Accounts department 2 Purchasing department 3 Company management Activity codes 1 Phone call 2 Customer visit 3 Meeting 4 Offer Activity groups Activity groups are used for linking a number of activity codes in order to be able to search for groups in reports Position codes 1 CEO 2 CFO 3 Service manager 4 IT manager 114 SOFTWARE Support Hobby codes 1 Golf 2 Mountaineering 3 Bee keeping 4 Gardening Campaigns 1 Easter campaign 2 Christmas campaign 3 Digital campaign Contact categories 1 VIP 2 Normal 3 Prospect Customer activities 1 Open house 2 VIP viewing 3 Golf Competitors 1 Canon 2 HP 3 KonicaMinolta Competitor models 1 HP 9850 2 KM 8050 Xerox 8580 Product interest codes Here you list the products that the contact may be interested in Result codes 1 Brought home the deal 2 Lost the deal 3 Wait and see SNI codes Can be purchased from PAR and imported OBJECT Proposed object parameters Financing contract types 1 Buy 2 rent 3 lease Debit periods Here you create debit periods for contractual invoicing There are existing templates Internal codes Those are created if you have several different companies using the same WinServ It allows you to till create paths to different folders where your orders are stored and allocated to different companies in the business system Status 1 active 2 passive 3 completed Post code table Post code table from the Postal service is i
19. 2 Group Consumption Here you see if consumption is included as well as how many toners they have received and how many they are due You must select a debit type with a balance function in order for this feature to work You must also register the number of copies each toner can produce in Master data Model Consumption In addition you must tick the checkbox Monitor balance in System System parameters Basic settings Order management e Part of contract Tick this checkbox if toner is included in the service contract e Price list Select the price list from which consumption should be charged Balance Lists the number of toners the customer has left Received Lists the number of toners the customer has received e Sufficient for Lists the number of copies the customer s toner will produce e Left Lists the number of toners the customer has left 3 Group Counter Here you register everything that pertains to the object s counter Debit type Select the function of the contract It is automatically selected when selecting service contract type see Service tab Service contract type Accumulation type Here you determine how and when to invoice by selecting an accumulation type It is automatically selected when selecting service contract type see Service tab Service contract type Alternative customer no for counter registration Customer no Enter retrieve the customer number if different from the object s customer num
20. A a a a SAST 121 Document ty POS sisri nna i pa E cantaran iaa SNRA 121 Service call prioritaria aaa Dan 121 Service Call ty CE NR 121 Service Call Status io dd a a 121 Service call time types aiii a ii E EFEN 121 LE En 0 ESRI KI IER 121 MMS ypes a 121 COST CENTS a ada 121 COS rer ERA EE BRANN ee ar SNR RAR bers EAA ER SR NRA NNE 122 A 122 Reason CodeS dad idos dd dica 122 Quality COGS uc dt 122 RUN Status dll E ives 122 Service 09 Codes ita 122 Action Cde ita ai 122 FORMS need aa dads we deovasacesansuavae doatedgdaedin ecdeasandacdesie aan aa E dede ten tua 122 Chapter 7 SYSTEM oia diia 123 Ue 1010 ee oo o A E 124 Sui is 126 SYSTEM parameta Seisis aaa a i 143 Directory USAGE tt 151 External programs ocio ee coccion 151 Chapter 8 HELP PR ennen ennen enn rna rerna nere ennen 152 WinServ helpdesk SOAM Ho o AA 153 Chapter 9 Windows AAA A WHIM SPP cnc cece cccc clue cece sccccecsaseeeesaaeeeessaaenees 154 View ooo MA N Ae Mo O O ti 155 Toolbar 4 Aoo L E 155 Statusbar 1 bot does ac Ee EE EE EEE 155 Arrange icons 1000 ae a caca manana nana nan nar ana nar anara 155 Side by side A A A ee MMM rr rr 155 Overlapping horizontal A UA RP ere 155 Overlapping vertical A A AA TP coc 155 Minimize all windoOWS MiGWS RER A canica ar ac 155 Restore all Open windows views rs 155 Arrange icons at the DOOR Mi 155 Chapter 10 OTHER a nn sacs ne ns
21. Click Parameters Installation Alarm settings and select Electronics Click New Click in the No field Enter for example 01 Press TAB to go to the Name field Enter the desired name e g Blinds Click Save to save Repeat steps 1 7 above to add the desired electronics types Click Close when you are done 120 SOFTWARE Support MODELS Proposed parameters for the model Suppliers 01 Tech data 02 Hewlett Packard 03 KonicaMinolta Product areas 01 Fax 02 Printer 03 Analogue copier 04 Digital copier 05 Coffee machine Segments S1 0 19 copies min S2 20 39 copies min S3 40 59 copies min S4 60 79 copies min S5 gt 80 copies min TECHNICIAN PARAMETERS Suggested Technician parameters Technician team 01 Team South 02 Team North 03 Team City 04 CODES Proposed codes Task codes 10 Feeding 20 Paper tray 30 Fixer 40 Duplex 50 Electronics 60 ADF 70 Finisher Deviation codes 01 Manufacturing flaw 02 DOA 03 Accident Deviation codes actions 01 Ordered new part 02 Replace 03 Ordered new contacted insurance company Document types 01 Presentation 02 Offer 03 Exploded view Service call priority A High priority B Normal priority C Low priority Service call types F Field job M Maintenance service R Return visit S Scheduled P Phone support N Network Service call status Here you can change the status queues and give them other names than you have at present e g Return could be
22. Debit period Enter the debit period in which to invoice the customer for the fee Month Enter a contractual period for the fee Text Describe what the fee concerns Text on invoice Tick the checkbox to display the text on the invoice Start date Enter retrieve a date to start charging the fee from a certain date End date Enter retrieve a date to end charging the fee at a certain date Results impact Tick the checkbox to post the revenue for the object via Reports Result Latest contract invoice Displays the latest period for which a fee was invoiced Accessories tab Here you add the accessories belonging to the object e Date Enter date Article no Enter retrieve the article number for the accessory Serial no Enter the serial number for the accessory Installation date Enter the date the accessory was installed Text Enter your own text for the accessory Warranty date Enter the expiry date of the accessory s warranty Version Enter the version if any for the accessory 94 SOFTWARE Support e Supplier Enter retrieve the supplier of the accessory e Part of contract Tick the checkbox if the accessory is part of the contract and at what price list e Quantity How many of the accessories are installed e Cost price Cost price of the accessory e Sales price The accessory s sales price Group Options per accessory Add Options per accessory if the accessory has a unit with an article number etc that
23. Internal code ii SE fan aja v AR Bal te patentes ONA ra ole tnt 115 Statu Sse aras 115 POSE code tableta a aaa a E aa AEE Naaa 115 LOCO Ce ir E A A E er T 115 IT 115 Service contract types aii 115 A tere opor O 116 Index A eee RR a oa ee 116 Contract amendments 3a ho ses 116 Alarm settings Wi AO A 116 Transfer types mama a Moo O 116 Transfer protocols fs Receiver t BERS a Fe eee Object types MISSA A ee CA T AM UE occ cseceecesceuseeecsnevenseenes Rules and regulations ss nono en ronca T SSF classes I se acc cam dec s nos on sanera rn ren nen noten rn Te AAA 02 o000003000 lt p o gt 00090 ee Me ee cee ee sno sauna casse ann sauneuaa ou CCTV PET ana 0 o a nanna nns n Rn n r n s RAR RKA RKA RR RR R ARR Elektronics A AF 20 9 A MMM cr Models AN A A A cc Suppliers a O A ir m ame e sean aa maman eme s est cu nmanenmanennunennnnnnnenne Product areas anaa aan A ne aiiai nana me amnnnmnennn arena SEJMENES icicociaocaanraaciaanias ne Ra SERA ena sisas LR TS BR ART a a HUE ARA AR RAA ricas 2 AGE Technician parameters ooononconcnnennnnonancononononononononan droger d rr bsr re nnn nn r rn rra re rk RR ARR HERR rana Technician CAMS cercania A ad la Codes rios Task COGS iii KR RR ARR REA RR AR K R AR ve KRA SR ARR AK KS SKAR RR RR KR ARR Devi tion COS iii iaa SOFTWARE Support D viation codes actions ui cri
24. Interval order consumption view V lj intervallorder basorder M nad Oy OF OM OA OOM Os Os OA Os Oo ON Jo Tick the month s in which to create the order interval Create interval order consumption Click Program in the menu bar and select Order Interval order consumption Tick the month s in Select interval order base order month Make your selection in the Filter fields Click Create selection to view the selection you made Click Print to preview or print the selection Click Create order when you are done Those will be placed in the consumption order queue 7 Click Close to exit the Interval order consumption view DENS 25 SOFTWARE Support Contracts The tab Contracts include Contractual invoicing Counter registration and Unit package Those are tools for invoicing the customer s service contract Contractual invoicing Here you invoice your advance contracts by making the correct selection Skapa urval After selecting the objects to invoice in the form of debit period customer name etc click Create selection to preview the invoice Utskrift urval Click Print selection to print the preview Fakturera Radera allt Click Invoice when you have ensured the selection is correct Click Erase all to clear the selection and make a new one Uppdatera Click Update to save without losing information in the view F rsta post Sista post St ng Click Close to save the Contractual invoi
25. Kurstyp Extem v Spara 3000 00 Enhet Heldag v Fag GS EI Kursinneh ll ren k Py rr ppdatera Ve f HJART LUNGRADDNING OCH FORSTA A 2005 04 0 Starttid 8 30 Slutdatum 2005 04 0 Sluttid 16 30 Dagar 1 HJ LPEN 2 12 Bokade 5 Lediga M Att kursdeltagarna efter genomf rd utbildning lt Lokalnr gt gt Namn Plats Gatuadress Postnr Ort Kontaktperson Nycklar Portkod Klfom Kltom v L ramr gt gt Namn Gatuadress Postnr Ort Tel Mobil Ansvarig 0034 M rkning gt gt Namn Lev Serienummer Ink ps r A FHY 11 KI Text Antal Ref Lev gt gt Lev Ref Order vv Artikelnr gt gt Ben mning Lev gt gt Text Antal a v M ls ttning St ng 51 SOFTWARE Support Course booking Go to Program Course booking system Course bookings Here is where the participants are registered Kursregistrering Kursnr ETT m Kategori Hj rt lungr ddning Pris 3000 00 Startdatum 2005 04 01 Platser 12 Visa Kurs St ng Namn Hj rt och lungr ddning grundutbildning Dagar E Slutdatum 2005 04 01 Markera deltagit Markera fakturera Avmarkera deltagit Avmarkera fakturera Datum Kundnr gt gt Kundnamn Kursdeltagare gt gt Kontakt S ljare gt gt Projekt gt gt Pris Startdat Slutdat Prelimi V ntepl Bekr ftaddat Delt Faktur 2005 03 01 1012 Svenssons Jt Kalle Pettesson Anette B 3000
26. SOFTWARE Support Latest depreciation Here you register the latest depreciation when using the feature Values depreciation You can also manually enter the value No of depreciations Here you enter the number of depreciations made when using the Values depreciation feature You can also manually enter the value Group sales Here you register the sales information about the object e Installation date Registers when the object was installed at the customer s e Warranty to Here you register the object s warranty period e Financing contract type Here you register the financing method used for the object e Location code Here you register the location of the object e g at a customer s or in the second hand stock e Sales price Here you register at what price the object was sold e Invoice no Here you register the customer s invoice number for the sale of the object e Date of sale Enter the date when the object was sold e Trade in date Enter the date when the object was traded in Group Financing Here you register how the customer financed the object Finance company Enter the finance company that financed the object Approved by Enter the name of the person who approved the financing Base amount Enter the amount for which the object was purchased Calculation price Enter the price on which financing was based Net book value State whether you financed the object with a net book value Start CPI Enter the CPI
27. This text file can be opened in Microsoft Word and linked to documents for labels or letters The text file is placed in WinServ s temp folder Click Close to exit the Create customer survey transactions view Click First item to go to the first row of the selection list Click Last item to go to the last row of the selection list Click Removal marked to delete an object in the selection list Ensure that you tick the Remove checkbox for the object before clicking Delete Select the Survey type you want to create Object for edson a survey that relates to the object s installation date and Service order history for a survey that relates to dates of the service order history 48 SOFTWARE Support Time transactions In WinServ you can register the time during which you are not working for example holidays sick child sick leave or training Salary administrators can print a time report every month and compare it to the employee s attendance records You can also report time spent on a service order in Time registration service order Time registration Ny tidtrans Click New to create a new sale forecast ape Click Save to save the Time registration view ping Click Close to exit the Time registration view Click the Excel button to export time transactions to Excel Click Export to create a text file from your time transactions The text file is placed in the folder determined under System System parameters Catalogu
28. and all the information including customer history is transferred Soo aN a Prospect gt Customer Use this feature to transfer sales support information from a prospect in WinServ to a real customer number Before transferring the information you must create the customer in the business system and assign a real customer number then follow the description below 1 Click Prospect gt Customer 2 Click in the From customer no field and enter the number whence you want to transfer the sales support information e g P140 3 Press TAB to go to the To customer no field and enter the desired customer number e g 10001 4 Tick the checkbox in Delete old customer no to delete the old number 5 Click Ok 6 You are asked to confirm click Yes The sales support information is transferred to the stated customer number Information tab This provides an overview of the activities for this customer You select the status by ticking the status circles Group Contacts Lists all the contacts with the customer Group Object Lists all the objects registered with the customer 76 SOFTWARE Support Group ToDo Lists all the ToDos both current and completed for this customer Select Not completed Completed or All Group Forecast Lists all the forecasts for the customer Select Not completed Completed or All Organisation tab Economic contact Enter your economic contact at the customer s Click the button Uppda
29. for when financing was initiated Financing contract no Enter the number of the financing contract Start date Enter the start date for the financing End date Enter the end date for the financing Rental period Enter the number of months that financing is based on Additional interest Enter the interest rate if an additional interest will be added to the financing e Current CPI Enter the present CPI Group Customer Here you register customer specific information e Category Here you categorise your customers in order to facilitate report selection e District Here you divide your objects by district in order to facilitate the allocation of technicians and sales reps e Method of delivery Enter the default value for how consumption orders should be delivered e Delivery terms Enter the default value for how the delivery of consumption orders should be paid e Terms of payment Enter the default value for the payment terms of the consumption orders Group Travel Enter the zone and region in which the object is installed e Zone no Enter the zone suggested when reporting times and distances on the service order e Region Enter the region in which the object is installed in order to facilitate report or list selection Group Persons responsible Here you enter the persons and positions responsible for the object 88 SOFTWARE Support Sales rep register the responsible sales rep Technician Enter t
30. g ra fran kundurval Wal anv ndare Vall aktivitet ho Kunduryal Wal kundnr From Or om V lj distrikt From 03 Jit om 03 Till gg Skapa att g ra Sale forecast V lj datum och tid Datum Tid fr om Tidtom 2006 08 22 J 8 00 vv 17 00 V lj kategori From 02 EJT om 102 V lj s ljare From GIT om v lj utskrift F rhandsgranska O Skrivare Here is where the sales rep estimates what the transaction may bring in both in terms of turnover profit and profit probability in order for the sales manager and management to be able to plan ahead Ny ndra Kund St ng F rsta post Click New to create a new sale forecast Click Edit to edit an existing sale forecast Click Customer to open the sale forecast s customer card Click Close to exit the Sale forecast view Click First item to go to the first row of the Sale forecasts list Sista post Click Last item to go to the last row of the list Visa s ljprognos Anv ndare Select the sale forecast to view Selected user a group or all 43 SOFTWARE Support Wisa Ej avslutade Select the status you want to view not completed completed and saved or all O Avslutade O Alla Visa avslut inom 5 1 M nad Select the period of forecasts to view O 3 M nader O Alla Mellan datum CJ CJ El Ange sortering Datum O S ljare Avslutsdatum Produktomr de Chans O Refere
31. high lighted and you enter retrieve the period in which to send a report card to the customer e Report card via fax Tick this checkbox to fax the report card The fax field is high lighted and you enter the customer s fax number e Report card via e mail Tick the checkbox Report card via e mail together with Report card if you want to e mail report card The e mail field is high lighted and you enter the customer s e mail address e Do not show prev counter reading Tick this checkbox if you do not want to show the previous counter reading on the report card e Delay fee Tick this checkbox to manually indicate that the customer is late in submitting the report card and should be charged a delay fee e Text on report card Here you can include a text specific for this object e Print from Enter the date from which the report card can be printed or sent No report card can be generated before this date e Print to Enter the date up until which the report card can be printed or sent No report card can be generated after this date 91 SOFTWARE Support e Dispatch The date for the printing of the report card is registered here e Status This is a switch that is flicked When printing a report card the switch is flicked to Printed In case of counter registration it is switched to Invoicing e Text for counter Here you can change the text i e the names of the various counters It applies to this object only
32. icon at Start time on the Times tab Click this icon to add Action codes and Action text for each reporting row al i Click this icon to refresh the sum total of the reporting rows Time report 1 Open the desired service order see View Service order 2 Click the Time report tab 3 Click in the Arrival field and enter the date when the service call was started using the format Go to the next field by pressing TAB 4 Enter the time when the service call was started in the Start time field Go to the next field by pressing TAB 5 Enter the date in the Completed field using the same format as before Go to the next field by pressing TAB 15 SOFTWARE Support Tidredovisning Enter the time when the service call was finished in the End time field Go to the next field by pressing TAB The system automatically calculates the proposed work time and displays it in the Work time field Adjust the time for lunch and breaks etc Press TAB to continue Time that should be deducted from the Time bank is calculated automatically and displayed in the TB min field adjust if necessary Go to the next field by pressing TAB Enter the travel time in minutes in the Travel time field Go to the next field by pressing TAB The system automatically calculates the amount of time to be deducted from the Time bank and displays it in the TB min field If necessary adjust the time to be deducted Enter the distance tr
33. items from the directory Unticked The user cannot delete ToDo items 133 SOFTWARE Support Delete contact Ticked The user has the right to delete contacts from the contact directory Unticked The user cannot delete contacts Delete service order consumption order order Ticked The user has the right to delete orders from the order directories Unticked The user does not have the right to delete orders Orders Password for locking order Enter the desired password if the user works on password protected orders Forms tab This tab contains five areas of forms settings and printouts Print logo select the forms on which to print the company logo No of copies select the number of copies to print Margins set the margins for the forms Do NOT clear the view after printing Printing the fields below on the service order Inst llningar R ttigheter Blanketter Program Rapporter Historik Basregister Parametrar System Jobbk er Verktygsf lt Kataloger Web Utskrift logga Utskrift av nedanst ende f lt p serviceorder Y Serviceorder M Rapportkort Markera alla Y Anm lt datum Markera alla 7 F ljesedel Mlinstallationsbekr ftelse y Planerat datum Avmarkera alla Avmarkera alla Y Inl mningskvitto V H mtningskvitto 4 Delegerat datum v Garanti datum Y Jobbekraftelse V Kontantnota ral Kostnadsf ra v Instal
34. muse sassvss avr 156 LINK documenter A Ani 157 Group CONTA Caicos Aae OE de dette nier sente atteintes 163 NN 167 A ee eT et SPE AN 170 SOFTWARE Support Chapter 1 File Contents Change password Switch users Exit SOFTWARE Support File The File menu contains the commands Change password Switch user and Exit Change password If you want to change password for the user click File and select Change password in the menu bar Byte personligt l senord Enter the old password Enter the new password Confirm the new password Click OK to confirm the change Click Cancel if you do not want to change the password Anv ndare NIJO RR Tidigare l senord Nytt l senord Bekr fta nytt l senord NOTE If nobody remembers the old password you must log in as Admin That bypasses the need to type the old password Switch users If you want to switch users in the program click File and select Switch user to open the WinServ login dialogue This can also be used to log out of the program In order to log in again type your user name and password and click OK Exit Click Exit to close WinServ Avsluta WinS i i i AIT LIS SBS Click Yes to exit or No if you change your mind J il du avsluta WinServ SOFTWARE Support Chapter 2 Program Contents Orders VVVVVVVV VVVVV VVVVVVVV VV Vv VVVVVV Vv Service order Consumption order Order R
35. ng till Y Historik Tillg ng til Skrivrattigheter Markera alla Y P g ende jobb Y P g ende jobb EZ AE Avmarkera alla V Jobbhistorik Y Jobbhistorik Y Avtalshistorik M Avtalshistorik Y F rbrukningsorderhistorik V F rbrukningsorderhistorik V Orderhistorik Y Orderhistorik 7 Tidhistorik 4 Tidhistorik 138 SOFTWARE Support Master data tab Tick the checkbox next to the directory to which the user is granted access and printing rights e Customers Suppliers Articles Technicians Objects Models Contacts Click Select all to tick all checkboxes Click Deselect all to untick all checkboxes Inst llningar R ttigheter Blanketter Program Rapporter Historik Basregister Parametrar System Jobbk er Verktygsf lt Kataloger Web Tillg ng til Tillg ng till Skrivrattigheter v Basregister Y Kunder 4 Kunder V Leverant rer M Leverant rer M Artiklar M Artiklar Y Tekniker Y Tekniker Y Maskiner Y Maskiner Y Modeller Y Modeller Y Kontaktpersoner Parameters tab Tick the checkbox to grant access to Parameters Inst llningar R ttigheter Blanketter Program Rapporter Historik Basregister Parametrar System Jobbk er Verktygsf lt Kataloger Web Tillg ng til Markera alla M Parametrar Avmarkera alla 139 SOFTWARE Support System tab Tick the checkbox to grant acces
36. or click the Consumption order icon 2 Click New order or press Enter 3 Enter Orderer or click the prompt CJ to retrieve the correct contact from the list and click OK 4 Enter object number and retrieve the information from the database by pressing F9 or click the prompt CJ search for the object select it and click OK 5 Click Create order or press Enter to register data This assigns an order number 6 Most fields are filled in with information from the object card and from what you entered under Orderer see 3 above Those fields can be edited Fill in the fields Order mark Your contact or Text if you want to display them on the invoice 7 Double click the article you want to sell in the field at the bottom of the page If there is no article there you must register it under Master data Model Consumption Accessories Consumption Those articles should be the consumables that come with the model Check with the supplier You can also find the article in the article directory by clicking the Article number or Description in the article field 8 Ensure that the correct article quantity and price are displayed in the article row Include all the articles the customer wants in the article row and check the order 9 Select the Status in which to save your order e g Ordered if you have ordered the articles to be included Web when the order is placed through Customer on line and Completed when the order is done 10 Cli
37. service order in the service order queue e how you want to set the response and start times Group Response time target I e when repairs must have been started e Field service call with contract Enter the response time in hours for customers with a contract for this model e Field service call without contract Enter the response time in hours for customers without a contract for this model e Workshop service call with contract Enter the response time in hours for customers with a contract for this model when submitting it to the workshop e Workshop service call without contract Enter the response time in hours for customers without a contract for this model when submitting it to the workshop e Response next day at Enter the time the following day when you want the service call to be carried out Group start time target I e when repairs must be completed e Field service call with contract Enter the start time in hours for customers with a contract for this model e Field service call without contract Enter the start time in hours for customers without a contract for this model Group back jobs I e when a repair has been reported again within the time and copy interval you have entered e Days Enter the number of days after repairs during which the object should function without being classified as a back job e Quantity Enter the number of copies after repairs for which the object should function witho
38. the model both on the model card and the report card Warranty tab Group Customer warranty Enter the customer warranty period for the model in number of days Group Supplier warranties Transport included Tick the checkbox if the supplier pays for transport Work included Tick the checkbox if the supplier pays for labour cost Parts included Tick the checkbox if the supplier pays for spare parts cost Return form Enter retrieve the path to the return form Return form Enter the address to the supplier s web site where the return form is located Garanti ers ttning H r kan du ange ers ttningen du f r fr n leverant ren vid garantijobb p denna modell Garanti artikelnr H r kan du ange h mta artikelnumret f r ers ttning f r garantijobbet e Warranty comp Customer no Enter retrieve the customer number of the customer who is to pay compensation for the warranty service call Debit tab Enter an article for the work cost of the model You can also update prices from the article directory for all models Points tab Here you weigh your objects e instead of viewing whether a technician has performed a number of service calls you can assign a number of points Some objects may take longer than others This makes it easier to create a fair bonus point system for the technicians Group service call points If you assign the service call points you get a static list of those points The report can be found under Rep
39. to open your export CA Dokument3 Microsoft Word v am Misa Infoga Format Verktyg Tabel F nster Hj lp HERA MI E AORE EN Y lj mottagare Anv nd en befintlig lista v lj fr n Outlook kontakter O Ange en ny lista Anv nd en befintlig lista 15455 TXT KUNDS456 TXT E KUNDS457 TXT kunos458 TXT UNDS459 TXT KUNDS460 TXT UNDS461 TXT KUNDS462 TXT KUNDS463 TXT E KUNDS464 TXT KUNDS465 TXT E KUNDS466 TXT E KUNDS467 TXT KUNDS468 TXT E KUNDS469 TXT KUNDS470 TXT KUNDS471 TXT E KUNDS472 TXT EE KUNDS473 TXT KUNDS474 TXT E KUNDS475 TXT KUNDS476 TXT E KUNDS477 TXT KUNDS478 TXT E KUNDS479 TXT KUNDS480 TXT KUNDS481 TXT E KUNDS482 TXT KUNDS483 TXT E KUNDS484 TXT O BQ X Ed wwr gt v Ny k lla Mina n tverksplatser Filformat Alla datak llor odc mdb mde Avbryt E E ARTS16 TXT Anv nd namn och adresser fr n en fil eller en databas E Bl ddra KUNDS447 TXT ES kunos448 TXT Dadas mota miel S E KUNDS449 TXT A EEE A E KUNDS450 TXT El KUNDS451 TXT 5 E KUNDS452 TXT KUNDS453 TXT E KUNDS454 TXT E Filnamn T o gt 2 Sida Avs1 11 Vid24cm Rai Koli INSP SP R UTV OVER Svenska sv A Steg 3 av 6 N sta Skriv brevet 10 Click OK Rubrikpostavgr nsare Dataf lt m ste skiljas fr
40. without sacrificing control of technicians and work in the form of statistics etc Tidregistrering serviceorder Ordemr Objekt Model Nam Projekt_ K Kb r EN 10001541 Kopiemaskin Kopiebolaget AB Ny tg rder St ng Ankomst gt gt Starttid Slutf rt gt gt Sluttid Arbtid TBmin Restid Restid min TBmin Reskm Trakt Tekn gt gt Jobbtyp gt gt Tidtyp gt gt 50 SOFTWARE Support Course booking Course booking is an optional module for companies that are involved in organising or participating in courses both internally and externally and therefore need to keep track of venues course directors equipment and bookings etc Courses Courses are created as follows 1O 00 NI LA NS Go to Program Course booking system Courses Click New Select or enter Course no Course name Course category and Course type Enter Course price Unit and link a Colour to the course Enter Start and End date and Time Enter No of places and Course content Link the Location of the course Link a Teacher to the course Link the Equipment necessary for the course 10 Link any Breaks to take during the course 11 Link the Material necessary for the course 12 Click Save Kurser Kursnr Kursnamn Kurspris Startdatum Antal platser Lokaler L rare Utrustning Pauser mat Materiel OSDI Hj rt och lungr ddning grundutbildning Kurskategori Hj rt lungr ddning J
41. you can register texts for regulation departures that can be recycled again and again Every row can contain 112 characters Add Regulation departure texts 1 Click Parameters Installation Alarm settings Regulation departure texts 2 Click in the first row and enter the desired text Every row can contain a maximum of 112 characters 3 Press TAB to go to the next row 4 Repeat until completed 5 Click Save to save and close Delete Regulation departure texts 1 Click Parameters Installation Alarm settings Regulation departure texts 2 Select the text row you wish to delete 3 Click Delete 4 The Confirm dialogue is shown 5 Click Yes to delete 6 Click Close to exit SSF Classes WinServ assists you in calculating back up time for energy consumption In order the system to be able to calculate and create a energy consumption report you must enter the limits for each SSF class The system uses those limits in the calculation and when printing energy consumption reports from the installation card Under SSF classes you enter the limit in minutes for every SSF class i e how many minutes an installation should remain active when battery powered The system has four classes Class 1 Class 2 Class 3 And Class 4 Enter the number of minutes for each class Enter limit for battery powered operation in minutes per SSF class Click Parameters Installation Alarm settings and select SSF classes Click New Click in the Class field an
42. 00 2005 04 01 2005 04 01 2005 03 01 2005 03 01 3 Pelles pizza Anders Hansson Anders He 3000 00 2005 04 01 2005 04 01 2005 03 01 10002 AB Fyrtornet Kerstin P lsson Bengt U 3000 00 2005 04 01 2005 04 01 2005 03 01 1050 Peccorino de Kurt Andersson Kurt Ande 3000 00 2005 04 01 2005 04 01 2005 03 01 0 00 vw Kursbekraftelse Kursdeltagare Kursintyg Platser 12 Bokade L 5 Lediga para El Course calendar Go to Program Course booking system Course calendar Here is where you view and plan the courses You can also use the course calendar to create courses and register participants O 30 October 2006 2 November 2006 5 w October 2006 TW T 4 5 il 12 18 19 25 26 00002 Heta arbe 2005001 Hj rt oc Visa tidtyp 7 dagar O 14 dagar Til ggsutbildning IP O 30 dagar Platser 10 Lediga 180 dagar 9 Kurslokal B1 Till gasutbild Till ggsutbildning IP 601 Kursl rare Anders Kurslokal Svanen Kursl rare Anders Hagberg Start 2006 10 30 9 Slut 2006 10 31 16 I Platser 10 Lediga 9 00002 Heta arbe Typ Kurstyp Alla v Kurslokal v Kursl rare Alla 52 SOFTWARE Support Locations Go to Program Course booking system Locations Here is where you list the venues of the courses with relevant information and the fixed equipment available to the courses E Kurslokaler
43. 112 Main article gro O a ennemi nn neue 112 A 113 Campaign articles iia 113 Customer parameter S icon cardiaca inche eo dba dio cando bno bie ade iaa dai 113 Payment tense aaa 113 District a its Dala 113 E 113 Deliver tm iii ie cada 113 Method of delivery conocia 113 Country codes ii 114 Post code table asta rie 114 SOFTWARE Support ECO ES PEER EP es 114 REGIONS saeseman sieascucasdanvatasacneaanccsessistearenaaaaraatss 114 A OA 114 cales TEDACAMS seisena aranana AAE sance cagar et asc tentes edn een s tease R EGEN nnn 114 Sal s rep Duda 114 Sales rep to do budget iii A dant sas este 114 Sales rep COMMISSION is iia 114 Sales rep commission article GrOUPS ssssesrsrsssssrssrsrarsrarnr rr rn eee EAE RR KR KR ARR ARR RR KR KR AKA R ARR RR enna 114 A Ile LE D sauces 114 Campaign articles ica bit 114 Contaci parameters sassis saranno narsa OARRA AEA AN anne ren NS ces sacs RA AS NS van iS ASS TS 114 Reason COdES ae 114 Department codes 20 da ada 114 Activa daa 114 POSITIONS a A A A AAA AAA 114 Hobby codes esen E E Ea aaa 115 CAMPAIGNS ii ota 115 Contact Categories sirenita retina caca eue est enas resta ares anenest tone 115 Customer activities 115 CompetitorS iii ia a daa RdA 115 Competitor m dels ii a a 115 Products Interest codes isisisi iaa iria da dina dd 115 Result codecs a ida 115 SNE codes ii Di 115 ODO Clesnaniarainasaniindo novatos bars D De I IUT 115 Financing contract types can 115 Debit PEO Sii A 115
44. 2345 STO STO 11223 STO 12200 G VLE 18734 T BY 131 81 NACKA 16869 BRO 11498 RSTA 120 01 831 40 551 20 12 Select Next Arrange labels ik dokument AR alj mottagare Anv nd en befintlig lista O v lj fr n Outlook kontakter O Ange en ny lista Anv nd en befintlig lista Mottagarna h mtas f r n rvarande fr n ProgramiWinSerw Temp KONTAKTPE E Markera en annan lista a Redigera mottagarlista Steg 3 av 6 13 Select More objects i la dokum vx Skriv brevet Om du inte redan har gjort det s skriver du brevet nu Om du vill l gga till mottagarinformation i brevet klickar du p en plats i dokumentet och sedan p ett av objekten nedan 3 Adressblock 3 Halsningsrad Elektronisk frankering Fler objekt Nar du har we brevet klickar du p N sta Sedan kan du f rhandsgranska och anpassa varje mottagares brev Steg 4 av 6 N sta Ordna etiketterna F reg ende Startdokument N sta F rhandsgranska breven F reg ende V lj mottagare 14 Insert database fields Ensure that they are in the desired order for the first label Infoga kopplingsinstruktion ES Infoga Adressfalt F lt Postadress i Postnr Ort DJ sbasf lt L 161 SOFTWARE Support 15 Then click Update all labels The view should appear as below Then click Next Preview label Ordna etiketterna
45. 9987 External programs Here you enter retrieve paths to external programs to which you want to add short cuts under the menu bar Program External programs Externa program Namn S kv g gt gt TEE ream es OFFICER 151 SOFTWARE Support Chapter 8 Help Contents WinServ helpdesk me co a 152 SOFTWARE Support Help Click Help in the menu bar and select WinServ helpdesk Here you find information about which company uses WinServ and to whom it is licensed You see the license number and the version you are using There are also short cuts to our web site and e mail addresses In addition there is online help available by clicking Helpdesk Om WinServ Foretag Demobolaget AB Licensierad til Demobolaget Licensnr 10001 Version 2 0 0 1 216 WinServ Service System Copyright WS Software 4B 1998 2006 S nd mail till oss al Bes k v r hemsida lo Helpdesk Systeminfo 153 SOFTWARE Support Chapter 9 Windows Contents View gt Tool bar gt Status bar gt Arrange icons Side by side Overlapping horizontally Overlapping vertically Minimize all windows views Restore all open windows views Arrange icons at the bottom Ws 154 SOFTWARE Support Windows The WinServ menu bar contains a tab called Windows Here you determine ho
46. Group Work schedule Base order Enter the basic values to be able to create a Work schedule or Base order e Work schedule Tick the checkbox if it is a Work schedule e Base order Tick the checkbox if it is a Base order e Service day 1 4 Enter the days of the period in which to perform the Work schedule or Base order First however you must create service days in the calendar You find it in Parameters Codes Calendar and create service day Then on the Work schedule Base order enter the service days on which you want to visit the object e Period Select period week month quarter or year e Del technician Enter a technician for those service calls Group Latest service Here information about the latest service call is registered If you change the history this information must also change History tab Displays all the history generated from Service order Contract and Counter registration Consumption order applied Price changes and Protocol for the service orders that had a linked protocol A protocol can be for example a checklist that you want the technician to follow Double click a history row to probe the history See the History section Message tab Create an object message about modifications to perform or other things that you want the technician to check Those will be visible on the service order and the technician can then check the Completed checkbox when the message has been followed up e Date Today s dat
47. L E mail info demobolaget se Medlem Kontakt web www demobolaget se Medlem Tel SMTP server wspde Startljud DH Web map Slutljud O Foretagslogga BMP Bakgrundsbild BMP S kv g C Program WinServ Bitmaps WinServbakgrund2 S kv g C Program WinServ Bitmaps ws_software bmp Visa Centrerad v SOFTWARE Time Expenses tab Here you enter the company s working hours and the technicians internal base costs jretagsnamn Demobolaget AB censnr 10001 Licensierad till Demobolaget Anv ndare 2 F retagsuppgifter Tider kostnader Kataloger ISO Grundinst llningar Texter L pnr Backup PAR Uppdatera Import export Web Lam XML parametrar Tider Arbetstid fom Lunch fom 1200 Lunch tom 13 00 Arbetstid tom 17 00 Arbetstid per dag 800 Att g ra intervall 0 00 Interna kostnader Arbetskostnad per tim 300 00 Reskostnad per tim 300 00 Reskostnad per km 3 00 143 SOFTWARE Support Folders tab Enter the path for WinServ s order files and from which folder on the server directory imports and exports should be done You also enter the paths for certain external programs that you use in conjunction with WinServ This tab manages the conditions for all imports exports in WinServ F retagsnamn Demobolaget AB Licensnr 110001 Licensierad til Demobolaget Anv ndare 21 Foretagsuppaifter Tider kostnader Kataloger ISO Grundinst llningar Texter
48. L pnr Backup PAR Uppdatera Import export Web Lam XML parametrar Winserv Gverforngskataloger Import export Vid import fran adm system x y e Import export IC Program winS ervil D atabases DemodataNicke T emp GJ F lt separator Komma be o Uppdatera Ej kategori vid import Ord t Uppdatera Ej distrikt vid import ape Fillyp Teckentabell Y Uppdatera EJ s ljare vid import Registerimport LJ Format ANSI Windows M C Uppdatera EJ lagersaldo vid import C Uppdatera EJ BP BK vid import RN Fetprogram C Uppdatera Ej lagerplats hylla vid import Web l sare C Program Intemet Explorer WlEXPLORE EXE Faxprogram Laserfax Svensk vw Microsoft Word C SProgram WMicrosoft Office O ffice WINWORD EXE GJ Ordertil iag Microsoft Excel C Program Microsoft OfficevOfficevEXCEL EXE J Prefix Jobb Order Acrobat Reader C Program dobe crobat 5 0 Reader croRd32 exe GJ Suffix Order S kv g dokument Suffix Jobb Dokument objekt C Program winServ D emodataNicke Data Dokument Dokument avtal C Program WinServ DemodataNicke Data D okument Dokument kunder EVProgan Wen Demodatalcte Daa Datunent O Wordmallar e WProgramiWinServiDoct Gl WinServ Fax E mail server WinServ e mail fax server Katalog for e mailfiler E E mail L pnr E 0 Katalog f r faxfiler CJ C Fax L pnr 0 ISO tab If your company is ISO certif
49. Saves and exits Saves registered data without exiting the view Closes the Suppliers window Creates a supplier number based on a pre defined series Click Generate no in connection with creating a new supplier Generera sandarkodet Generates transmitter codes Ta bort s ndarkoder A Deletes transmitter codes Generera upptagna s ndarkoder Generates busy transmitter codes New supplier 11 12 13 14 15 16 17 18 19 20 21 Click Master data in the menu bar and select Suppliers Click New Click in the Supplier no field an enter a supplier number or generate one by clicking Generate no to create a supplier number based on a pre defined series Click Name and enter the desired name for the supplier Continue with department addresses etc On the Information tab enter contacts phone numbers etc depending on the information you need View the Economy tab Enter the supplier s bank and post giro numbers etc View the Notes tab Enter internal information about the supplier View the Bitmaps tab Here you can save a picture of those working for the supplier or of what the supplier sells View the Purchase orders tab It lists a history of the purchase orders placed with the supplier View the Alarm tab NOTE Security industry only Enter information about the supplier s emergency service centre with alarm codes etc Click Save to save and exit 84 SOFTWARE Support Information tab Li
50. Serviceorder Inl mningskvitto H mtningsmed Kostnadsforslag Orderbekraftelse Inst bekraftelse Bestallning Servicefollesedel Kontantkvitto Returblankett Avbryt Those icons have different functions From the left so el al el dy 10 SOFTWARE Support e Copy service order e Retrieve maps from external map provider for any street address e Send e mail to technician assuming you have the e mail address under Master data technician e Send Text message to technician assuming your mobile phone provider offers this service and that you have stated the address under Master data Technician e Send the service order as a fax assuming you have installed the WinServ fax application which is an external optional application It enables you to fax a tailor made service order template to a PDA or fax e The last icon displays the products for which the technician has received training Service order tab Group Incoming service call Use code or free text to describe what needs to be carried out Using codes to describe it will facilitate the statistics gathering Group Message Displays any message that is noted about the object The message can be registered and carried out under the Internal messages tab You may also create those messages from the Object or Model Group General Lists all the contact information Times tab Displays when the object was reported and when the call is expected to start and fini
51. User groups 3 The User groups view is opened View the User groups list 1 Click G in the Group no field 2 The list of existing groups is opened 124 SOFTWARE Support Add new user group 1 Click New Ds 2 Click in the Group no field and select the desired number e g 03 3 Click in the Group name field and enter the desired name for the group e g Service 4 Click Save Hide tabs for the desired user group 1 Click CJ in the Group no field 2 The list of existing groups is opened 3 Select the desired group and click Ok 4 Click the desired tab e g Customers 5 Select the tabs to hide 6 Click the next tab e g Articles and repeat 7 Click Save ES _w ec E Maskiner Kunder Personer Artiklar Modeles Do fikar Skugga fik I Parametar F Pasmetra FT Avtal I Service Rakneverk Stating I Gruppavtal D Timbank Avtal F Service l R knevek M Stating Gruppavtal Timbark T Avgiter FT Avgiter F Tilbeh r F Tilbeh r D Prismaris I Prismatis R Instisiningse Inst llningar D Histo D Historik I Meddelande FT Meddelande I Dokument I Dokument F Blanketter F Order F Order I Pessoner I Personer I Kopiator I Kopistor F Date F Dato M Tihorande D Tih cande FT Backup FT Backup M Tele F Tele F Kablage I Kablage F Lam FT Lam I Passage FT Passage r cc F cctv I Elskrorik I Elektonik D Beandcedtkap 125 SOFTWARE Support Users In the Users view you define the access rights t
52. VVV V VV V v vv vvvvvvvvvvvv vv VV 110 SOFTWARE Support PARAMETERS GENERAL Parameters are fixed settings with information that the system needs to function Registered information can also facilitate the daily routines e g the parameters are not changed often but are normally registered when the system is implemented for the first time The Parameters menu contains settings for Articles Customers Suppliers according to branch These namnes can be changes in System setting Machine Model Techrician These names can be changed e g Model Sitetype Type according to branch These namnes can be changes in System setting 111 SOFTWARE Support ARTICLE PARAMETERS The systems allows for grouping articles of the same type There are numerous benefits to grouping articles It allows you to select articles that belong together in order to perform analyses and change the settings such as price increases etc The Group articles feature can be found in most business systems that have an article directory WinServ installations that use the Customer Client web service use article groups for making quick selections in the web shop interface The following settings are available for article parameters e Article groups e Unit directory e Main article groups e Campaigns Article groups Use the same groups as in the business system or create your own The following groups are recom
53. a WinServ2WinServ Allm nt Adm System 1 WinServ standar v Bransch S kerhet v El Modellnr til faktura DC Krav distrikt Cl Krav p org nr PP LL M Modellnamn till faktura O Krav s ljare C Orgnr kontroll 3 a D 00 Garma A Artike fs Re o CJ M Automatisk uppdatering vid start O Krav kategori C Krav Lev Bg Responstid avtal 8 00 Beloppsniv f r leveransavgift 100 00 Y Recordar som s kord Uppdat maskin med servtyp C Krav Lev Org Responstid Ej avtal 16 00 Startavgift f r avtal C Kundnr som s kord C Auto kostnadsf rslag status C Krav Art Grupp Default f rs lin konto artiklar 3051 Artikelnr f r startawg t SA E oe som s kord Pa o Ses E A oe apa logg riv ut s kord p fakturor apa Be Default lager t Default distrikt 03 CJ Default valuta CJ 4 Borttag av fil efter import C Auto maskinnr vid uppl C Def Skapa Adm Default betalningsvilkor 20 Defaultkategori 0 CJ C Uppdatera Faxnr fr n senaste jobb C Krav kostnadsst lle Default leveransvillkor 1 J Default s ljare NJ CJ C Uppdatera telnr fr n senaste jobb C Fr ga innan registrering Defadd leverariesal 2 Q Defauk momskod Gu M Uppdatera E mail fr n senaste jobb Utskrift av artikelben mning 2 p blanketter e R C Uppdatera tekn ref fr n senaste jobb 7 EJ kundnr vid maskinnummergenererering Varna service upph r dar 30 Default prislista 1 6 O Krav p intemkod objekt D lj modell i fakturafil Faktureringsavgift 00 Avgift 100 00 Ikon storlek St
54. all checkboxes Folders tab Here you enter the local paths to user programs or documents Those can also be set centrally in System parameters Inst llningar R ttigheter Blanketter Program Rapporter Historik Basregister Parametrar System IL Jobbk er Verktygsf lt Kataloger web S kv g kataloger Katalog f r word dokument Wordmallar Web Reader Sokvag MS Word Sokvag MS Excel OOOO Oo Sokvag Acrobat reader 141 SOFTWARE Support Web tab Here can set the user web access rights and web interface 142 NYE SOFTWARE Support System parameters In System parameters you set the parameters for the core configuration of the system and how WinServ should be run in your company Click System System parameters in the menu bar Company information tab Enter information about your company e Systemparametrar DER F retagsnamn Demobolaget AB Licensnr 10001 Licensierad til Demobolaget Anv ndare 2 Foretagsuppgiter Tider kostnader Kataloger ISO Grundinst llningar Texter L pnr Backup PAR ll Uppdatera ll Import export Web Larm XML parametrar Gatuadress Reimersholmsgatan 8 Bankgiro 846 1236 Plusgiro 475 0 6 Moms1 2500 Kod 1 Postadress Orgnr 551234 7890 Moms 2 1200 Kod 2 Postnr 117 40 Ort STOCKHOLM EAN Moms3 600 Kod 3 Land E Medlem I Tel 08 6690444 Fax 08 6843079 Medlem Nr
55. ametrar K lla ange s kv g och filer Destination ange s kv g G ea 147 SOFTWARE Support PAR tab On the PAR tab you can import or export files if you have purchased customer information from PAR Postal services Address Register F retagsnamn Demobolaget AB Licensnr 10001 Licensierad till Demobolaget Anv ndare 2 Foretagsuppaifter Tider kostnader Kataloger I ISO Grundinst llningar Texter L pnr Backup PAR Uppdatera Import export Web Lam XML parametrar Import export av kunder kontakter PAR Update tab On the Update tab you can update different directories This may be necessary when making changes There are also global tools for making changes where you can change a parameter on for example an object card or customer card Those tools are for maintenance and administration of the directories F retagsnamn Demobolaget AB Licensnr 10001 Licensierad til Demobolaget Anv ndare 2 F retagsuppgifter Tider kostnader Kataloger ISO Grundinst llningar Texter L pnr Backup PAR Uppdatera Import export web Larm XML parametrar Uppdatera Maskinmodeller Orderk Prognos Uppdatera priser fr n artgrupp Uppdatera artiklar senaste faktura Kunder Jobbk Orderhistorik Teknikerager Uppdatera prismatrisben mningar Uppdatera responstid startid Maskiner Jobbhistorik Uppdate
56. and invoice history etc Stock Stock contains reports on everything pertaining to stock management such as Purchase order proposals Stock listings Consumed parts and top ten lists Result Result allows you to check revenues costs results analyses and result distributions for all objects Time transactions In Time transactions you can create period reports on what other users have done during working hours This requires that you have registered the time either in Orders or in Time registration Survey In Survey you can print the transactions you have made under Survey in Sale support See the Program Sale support section Report card In Report card you print or send report cards to selected customers in order to get their counter readings for their objects in order to be able to debit the correct quantity 60 SOFTWARE Support Service order In Service order you print lists of active service orders or a service order list of various queues You can also select additional information from History Invoice basis In Invoice basis you print bases for invoiced orders and contractual invoicing Invoicing If you are using WinServ for invoicing you use these reports for printing invoices of orders as well as contractual invoicing Price changes In Price changes you change fees and prices for you contracted objects This can be done in percent in SEK or in accordance with CPI It can also be done for your articles It is al
57. ant to move all the contract history enter a registration number interval Click OK to move the contract history Global delete of Contract history Click History in the menu bar and select Contract history Click the Global delete button This allows you to delete contract history for a selected object customer or period NOTE You cannot retrieve the history after it has been deleted Use the filters to set the parameters for the deletion Click OK to delete the contract history for the selected object Export Contract history to text file 1 2 3 4 5 6 Click History in the menu bar and select Contract history Click the Export button This allows you to export contract history to the text file KAHIST TXT The text file is located in the folder chosen for export in System System parameters Folders Use the filters to set the parameters for the export of history Select a sort order in the Choose sort order field Click OK to export the contract history Export Contract history to Excel PEUT A POr Click History in the menu bar and select Contract history Click the Excel button This allows you to transfer the contract history to MS Excel Use the filters to set the parameters for the transfer of contract history Select a sort order in the Choose sort order field Click OK to transfer the contract history 64 SOFTWARE Support Consumption order history On the consumption order history tab you
58. ar all fields F6 Go to next group of fields Create order F7 Backward F8 Forward F9 Collect data TAB TAB to next field SHIFT TAB TAB back one field CTRL C Copy CTRL X Cut CTRL V Paste CTRL F6 Alternate active windows even with Alt F6 170
59. arameters Object Protocols you can tick the appropriate checkboxes on this tab Deviations tab Follow up internal quality assurance work by selecting a deviation code e g materials flaw Documents tab Enter the path to the document to be added to the service order Service log tab Register more internal comments or notes about the service order Consumption order In Consumption order you create orders from a customer for an object s consumables It is easy to find the articles in the consumption order as they are linked to model registration When you place a consumption order a statistical basis is created that can be displayed in various reports Ny order Click New order to create a consumption order Click Create order to register data This assigns an order number Skapa order Ny Click New to create a quick set up of an object DOS Click Save to save the changes kppdstera Click Update to save data without closing the view St ng Click Close to exit the Consumption order view Utskrifter Bekr ftelse Best llning F ljesedel Kontantk vitto Click the button corresponding to the print template you need Status Tick the appropriate status box and click Save O Registrerad O Web O Best lld O Slutf rd This enables you to distinguish between the orders and to know what has been done 18 SOFTWARE Support Register consumption order 1 Click Programs in the menu bar and select Orders Consumption order
60. ation as the new user Enter the new user s user name and password Click OK Enter retrieve the new user and ensure everything is correct Click the button and enter the password twice Click Save DA ARN New User Click New Click in the User field and enter the desired name e g Anna Click LJ in the Group field Select the desired group from the list and click Ok Click in the Name field and enter the user s full name Press TAB to go to the next field contact names are automatically retrieved Click GJ in the Technician field if the user is a technician Select a technician from the list and click Ok 9 If the user is a sales rep click GJ in the Sales rep field 10 Select a sales rep from the list and click Ok 11 Click the button and enter the password twice 12 Click Save DINO UT A IES 126 SOFTWARE Support Unlock user Only a user with administrator s rights can unlock accounts Click GJ in the User field Select the desired person from the list and click Ok Untick the checkbox by the Active logged in field Click Save Pig a Q Your administrator can pass on the right to unlock users at interruptions This means that a number of people in the company can unlock accounts even if they do not have administrator s rights System User tick the Right checkbox to unlock a user at interruptions Settings tab This tab contains four areas of user adaptation e General e Other e E mai
61. avelled in the Travel distance field Continue by pressing TAB Enter the per diem in Per diem Continue by pressing TAB Click in the Tech gt gt field or press F4 select a technician from the list and click Ok ok Continue by pressing TAB Click in the Call type gt gt field or press F4 select a call type from the list and click Ok o E Continue by pressing TAB Click in the Time type gt gt field or press F4 select a time type from the list and click Ok ok Complete time registration by pressing TAB until the cursor is in a new row Click Save to save and close Click Add Time report to add the time report rows to the invoice rows That requires that you entered work time and travel time on a technician s level Serviceavaitt Click Add Service fee to invoice the service fee from the object card in connection with service Enhetspaket Click Add Unit package to invoice a package of copies to a customer in Jouravgift connection with service Click Add On call fee to add the fee in connection with service Best llning Click Send to Order to send an order for the parts on the service order to a Utrustning o O v cr y Ss supplier Click Send to equipment to add the parts on the service order to the equipment list for the object Here is where you register the articles you want to invoice Invoice checkbox and sales price or tick off against the stock whit
62. ber that you want the invoice for the counter to be sent to Article no Enter retrieve the article for the debiting of copies You can have up to four counter articles Qty per day An average calculation based on the technicians reports This feature will appear in future versions of WinServ Qty guaranteed A field with no links in which you can enter for example a guaranteed quantity the customer has pledged to Qty included Enter the number of copies included in he contract for the debit period Cost price apiece Enter the price of the article if the service is purchased from a third party Price apiece Enter your sales price per copy to customer Rental part This is used if you added the price apiece and the rent and want to specify the size of the rental part Up debited qty Enter the number of up debited copies This requires that you are using Debit type A Up debit contract Accumulated qty Lists the accumulated copies when using accumulation type 1 6 Installation counter reading Enter the counter reading at the time the object is installed Latest counter reading Enter the latest counter reading when making a counter registration Latest read date Enter the latest read date when making a counter registration Latest invoice date Lists the latest invoicing of the copies 92 SOFTWARE Support Staggering tab 1 Group Counter 1 Here you stagger your prices per copy for Counter 1 making it less expensive
63. bestallningsunderlag Click Create order basis if you use OP Order Points and OQ Ordered Quantity and the function creates a purchase order for that supplier Markera inf r inleverans Click Mark for indelivery to indeliver all Avmarkera inf r inleverans Click Unmark for indelivery to unmark the articles again Inleverera Click Indelivery to indeliver the articles previously ordered Utskrifter r Click Purchase order to order articles from the supplier The purchase bl order can be printed It can also be sent as a fax or e mail through WinServ Status Registrerad Best lld O Slutf rd You select Registered when placing the order When the parts arrive click Indelivery to place the articles in the right stock then select Completed and click Save Spara Click Save to save the information St ng Click Close to exit the Purchase order view New purchase order 10 Click Program in the menu bar and select Service Purchase orders 11 Click New order or press Enter 12 Click in the Supplier field and enter a supplier number Alternatively select a supplier from the list 13 Click in the Supplier contact field and register a contact at the supplier s 14 Click Create purchase order or press Enter to assign an order number and to complete the purchase order with name and article number etc 15 Click Purchase order and send the order to a supplier in the way you desire 16 Tick the status box Ordered to keep track of
64. bolaget Anv ndare 2 Text fakturor Startfaktura Fakturor Rapportkort Serviceorder Inl mningskvitto Serviceorderbekr ftelse I Kostnadsf rslag F ljesedel Serviceavtal Retur Best llning F rsta faktura a e er kontorsmaskin Slutfaktura Slutfaktura avseende er kontorsmaskin Startfaktura timbank F rsta faktura avseende er timbank enligt avtal Kopiefaktura Kopiefaktura avseende er kontorsmaskin Avtalsfaktura Avtalsfaktura avseende er kontorsmaskin Servicefaktura Faktura avseende service for er kontorsmaskin Order Leverans av tillbeh r enligt er best llning Garantifaktura Garantifaktura Timbank Faktura avseende er timbank enligt avtal 146 SOFTWARE Support Number series On the Number series tab you change the number series in order to distinguish them from each other or avoid conflicts with other series Here you enter the paths to the folder where changed article customer and supplier text files are directed You can also make changes in connection with changes to the number series Foretagsnamn Demobolaget AB Licensnr 10001 Licensierad till Demobolaget AA F retagsuppgifter Tider kostnader Kataloger ISO L pnummer Serviceorder jobbnr Avtalsfakturor q Ordemr forbrukningsorder 641 Ordernr till ad
65. buppl iggn Sting Installation Parametrar Avtal Avgifter Tillbeh r Prismatris Inst llningar Historik Meddelande Dokument Blanketter Order Personer Dator Lam Passage CCTV Brandred 4 gt Service Rakneverk Statfling Gruppavtal Timbank r Gruppavtal r kneverk 1 Huvudmaskin Undermaskiner Kopiator ABC 100015 3 22000 Kopiemaskin lt Assign a machine number serial number a model and a customer to the main machine Save the main machine only then can a sub machine be linked Tick the box to make the main machine the virtual one a main machine and define the sub machines linked to the main machine the contract You can make our own notes in the free text field The contract invoice shows the sub machines machine numbers that the contract covers model numbers location and counter reading per sub machine are also presented on the contract invoice Installation Parametrar Avtal Avgifter Tillbeh r Prismatris Inst llningar Historik Meddelande Dokument Blanketter Order Personer Dator l Larm Passage CCTV Brandred 4 gt Service Riakneverk Staffing Gruppavtal Timbank r Avtal 1 Uppsagt Alternativt kundnr Serviceavtal tom AWAPE I Las Artiklar debiteras from Uppsagt den f r avtalsfakturering Jouravtal tom Avtalspriser l sta tom a Uppsagt av orden as F rl ng period 365 Kommentarer Serviceav 14
66. by searching and retrieving it from the object directory Select Call type by searching and retrieving it from the list Select Task code by searching and retrieving it from the list Describe the problem in the Description field Fill in the Orderer field or retrieve it from the list Enter phone number in the Telephone field Enter the Order mark field to mark the invoice 10 Click OK to create the service order Select Activity by searching and retrieving it from the list Select Customer no by searching and retrieving it from the list Select Header and enter what needs to be done in the ToDo field 35 SOFTWARE Support Create absence via the calendar See points 1 2 above Tick the Absent check box Select Time type by searching and retrieving it from the list Enter reason in the Reason field Click OK to create the Absence aw Project calendar This provides an overview of the ongoing projects during a period in order to plan upcoming projects Projektkalender Apr 2006 Mai 2006 Gh Ae ST SAA ee IR STP ate Apr 2006 gt 12 113 14 15 16 1 17 18 5 19 20 21 22 23 24 25 26 27 28 29 390 1 4253 M n Tis Ons Tor Fre Lor S n 2 0 31 MIA 3 4 5 6 7 En 1 Ulvsunda slott 10 11 BEJ 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 E A E C Idag 2006 9 11 1902 Restaurang 30 dagar Restaurangdel Bergslaget underh lls AB O 90 dagar 180 dagar 365 daga
67. called Wait and see Service call time types 01 OB1 17 00 18 00 02 OB2 18 00 20 00 03 OB3 20 00 00 00 04 On call Calendar Here you define the days as working days or delivery days You can also enter the week number each day is part of This should be done every year as it is not automatic Time types 01 Vacation 02 Sick child 03 Ill 04 Sabbatical 05 Training Cost centres Here you create the cost centres ensure that they match the business system s 121 SOFTWARE Support Cost unit Here you create the cost units ensure that they match the business system s Object Here you create the objects ensure that they match the business system s Reason codes Here you add the various cause codes that are used for completing the service order s spare parts e g 10 Manufacturing flaw 11 User error Quality codes 1 Response time met 2 Response time not met 3 Customer delayed service Return status 1 Object sent to supplier 2 Object received by supplier 3 Object in repair Service log codes Your own code for describing the process for a specific case Action codes 10 Feeding 20 Paper tray 30 Fixer 40 Duplex 50 Electronics 60 ADF 70 Finisher Forms A form is a document that is linked to WinServ s directory All forms are found under the Forms tab Click the desired form to open it in the program where it was created When a form is opened the linked information is retrieved e g customer name address ph
68. can change move or delete the history You can also export data in various ways Click Save to save the selection Click Update to save the selection without closing the view Global borttag Click Global delete to delete consumption order history for one or more objects Flytta historik Click Move history to move consumption order history to another object Aterfor order Click Reverse order to reverse the order to Registered Click Export to create a text file of your selection The text file is placed in the folder determined under System System parameters Catalogues E Click the Excel button to export your selection to Excel St ng JADE Click Close to exit the Consumption order history view Wisa O Alla O Endast ej faktura Endast faktura Visa lla O Endast ej utskrivet Endast utskrivet Find the right order number 1 Click History in the menu bar and select Consumption order history 2 Click in the Order no field enter the order number and press TAB or F9 You can also click the prompt GJ and select the order number in the list Tick No invoice only or Invoice only in the View box Tick Not printed only or Printed only in the other View box You can also search the fields to find the right order Click Cancel to exit the view and go back to the Consumption order history card OY OT oe OS Edit Consumption order history 1 Click History in the menu bar and select Consumption order history 2 Cl
69. ce orders DOS aN ON Click Program in the menu bar and select Service Group dispatch Click Service order to print the service order Select the fields to print Select the queue to print in Print call with status Tick the Extra document checkboxes to include those documents when printing Use the checkboxes in Select printout to print the service orders directly or preview them before printing Click Ok to make your selection Click Close the exit the Group dispatch Service order 29 SOFTWARE Support Work schedule In Work schedule you can create service orders by pre determined dates This requires a registered work schedule on the object card Click Create selection when you have made your selection and want to preview the list Utskrift Click Print to print the selection Skapa jobb Click Create call when you are satisfied with the selection and want to create a service order from it Radera allt Click Erase all if you are not satisfied with the selection St ng Click Close to exit the Work schedule view Create work schedule NS ui ND Click Program in the menu bar and select Service Work schedule Make your selection in the form of Date Object no etc Fill in the Service days field 1 to 20 for workdays or for example 1 to 31 for days of the month Select Call type Status Priority Those are compulsory Also select Task code Technician and Time if you want to include them in the se
70. ch the customer is entitled to a discount Object tab Displays the customer s object lists They can be used if you want to sell consumables or accessories for those objects as well Printouts tab Displays the printouts for this order 21 SOFTWARE Support Forms tab It contains templates or other documents necessary for your Offer Order Those paths are registered in Parameters Forms Invoice tab Here is where you enter information on a temporary invoice recipient that is not linked to a customer number Preliminary calculation tab Here is where you estimate the cost of work time travel time and travel distance for the offer order Those are transferred to the service order if one is created Delete or change article row If you selected the wrong article row you can delete it by highlighting it and clicking the A icon Alternatively you can click Artikelnr gt gt to open the list and search for the correct article Delete Offer Order You can delete the entire order by selecting the order number and clicking the A icon View Offer Order There are several ways of viewing registered orders Below are two ways of viewing an Offer Order If you know the order no 4 Click Program Order and select Offer Order or click the icon 5 The Offer Order view is displayed 6 Click in the Order no field and enter the order number 7 Press TAB or F9 to view the selected Offer Order If you do not know the order
71. cing view Click First item to go to the first row of the selection Click Last item to go to the last row of the selection Contractual invoicing 1 2 3 Click Program select Contracts and then Contractual invoicing Click in the Select debit period field and enter retrieve the desired debit period e g Q1 Click the letter above the period to transfer the dates to the date fields or click in the From date field and enter a starting date for the period e g 2005 01 01 for Q1 and click in the To date field and enter a end date for the period e g 2005 03 31 Click Create selection and the system will search the object directory and display all objects with a service fee within that period In addition to the service fee and or on call fee the search engine includes any fees entered on the Fees tab Ensure that everything is correct Click Print selection to print This is used for matching against the invoices Click Invoice when you are done Invoices are created and sent to the business system if it is connected to WinServ If there is no business system the invoices are printed via Reports Invoicing Click Close to exit the view 26 SOFTWARE Support Counter registration When you receive the report cards they must be registered in order for you to be able to invoice the customer for the quantity copied during the period This is done in Counter registration Ny registrering Click New registration to invoice an
72. ck Save to save the consumption order Accessories tab Displays the accessories with which the object has been configured Price matrix tab Displays the prices for specific articles from both object and customer levels History tab Displays the object s history of service orders contractual debiting and consumption orders Object tab Displays the parameters from the object card Model tab Displays the parameters from the model card Printouts tab Displays the printouts for this order Delete or change article row If you selected the wrong article row you can delete it by highlighting it and clicking the A icon Alternatively you can click Artikelnr gt gt to open the list and search for the correct article Delete consumption order You can delete the entire consumption order by selecting the order number and clicking the A icon 19 SOFTWARE Support View Consumption order There are several ways of viewing registered consumption orders Two ways of viewing consumption orders from the Consumption order view are outlined below If you know the order number Click Program Order and select Consumption order or click the icon 1 The Consumption order view is displayed 2 Click in the Order no field and enter the order no 3 Press TAB to view the selected service order If you do not know the order number 1 Click Program Order and select Consumption order or click the icon 2 The Consumption orde
73. cking the checkboxes Select the objects to export If you do not tick any box all your registered objects will be exported Click OK You have completed the export of a txt file to a pre selected folder in WinServ see point 3 Kontaktpersoner objekt registerexport Excel Textfil v lj Maskin nr From Tom Al F ltaygr nsare Tab 7 St ng Adress v lj f lt IV Personnamn IV Postadress Land Mobil IV F retagsnamn V Postnr F Kundnr Tel hem Bes ksadress Pr Tel E mail 157 SOFTWARE Support 3 On the Folders import export tab you have entered a path to which the files are exported Some business systems may also require serial numbers for those files and a path must be entered on the Serial no tab Foretagsnamn Demobalaget AB Licensnr fi 0001 Licensierad till Demobolaget Anv ndare 2 St ng F retagsuppgifter Tider kostnader Kataloger 150 Grundinst llninaar Texter L pnr Backup PAR Uppdatera Import export Web Lam m Winserv overforingskataloger m Import export Wid import fr n adm system Import espot ya a F ltavgr nsare Tab y I Uppdatera Ej kategori vid import fine 7 oee I Uppdatera Ej distrikt vid import AR HA IV Uppdatera EJ s ljare vid import Registerimport je Program winServ T emp Format Jansi Windows y I Uppdatera EJ lagersaldo vid import I Uppdatera EJ BP BK vid import p Program pp Fax
74. clicking Article no or Description in the article field and open the list Find the correct article and click Ok 55 SOFTWARE Support 8 Ensure that the correct article quantity and price are displayed in the article row Include all the articles the customer wants in the article row and check the order 9 Select the Status in which to save your order e g Web if the order is placed through Customer on line or Completed when the order is completed 10 Click Save to save the rental order Rental calendar Note Optional module for companies leasing out equipment or services The rental calendar makes it easy to see when an object is available for lease It is easy to create a rental order from this calendar using drag and drop Hyreskalender 11 Sep 2006 2 Okt 2006 EA A Er WA A AAA S AA 111 12 5 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 727 354 556 M n Tis Ons Tor Fre Lor Son 0045063 Nashuat aoa Tag TTT Po 1000 Bewator 2010 9 10 Es 718 1000 1 Galaxy 500 Skapa hyresperiod E H 12 113 14 115 16 17 Bokadtid 18 19 20 21 22 23 24 100006 1 Bewato ce RE DS 35 OF D 35 A 2006 09 18 2006 09 19 EJ 2 3 4 5 6 7 18 Tillsvidare 2099 1231 C Idag 2006 9 11 Visa Hyrestyp Debitera 14 dagar aie gt KI 1 Tillsvidare Period IH o Endast arbetsdagar 30 dagar O Tidsbest md Dagar som ant O Alla dagar O 90 dagar 180 dagar 365 da
75. d enter 1 Press TAB to go to the Minutes field Enter the desired number of minutes for Class 1 e g 720 Click Save to save Repeat steps 1 6 above to enter a time limit for all four SSF classes Click Close when you are done C9 EN ON CR INE 119 SOFTWARE Support Passage Passage concerns security products like Code locks Entry phones Card readers Cards and Badges etc Add ieee type CCTV D NU AWN Click Parameters Installation Alarm settings and select Passage Click New Click in the Class field and enter 01 Press TAB to go to the Name field Enter the desired passage type e g Code lock Click Save to save Repeat steps 1 6 above to add the desired passage types Click Close when you are done CCTV includes video surveillance via CCTV and TCP IP Add CCTV type N OUI BR W N Click Parameters Installation Alarm settings and select CCTV Click New Click in the No field Enter for example A01 where A can mean analogue technology Press TAB to go to the Name field Enter the desired CCTV type e g Analogue video surveillance Click Save to save Repeat steps 1 7 above to add the desired CCTV types Click Close when you are done Electronics WinServ uses the Electronics classification for all installation that run on electricity but are not classed as Alarm Passage CCTV etc Examples include Blinds IR lighting etc Add Electronics types DA SOLA IAS
76. d exit Delete article Click Master data in the menu bar and select Articles Click in the Article no field and enter retrieve the article to be deleted e g A001 Click amp You are asked to confirm click Yes The article is deleted and the view cleared Click Close to exit the window DOUBS NE Information tab Group Prices Here is where you register cost price and various sales price lists You select price list on the Customer or Object level You can also enter weighed cost price and overseas cost price Group Allocations Here is where you register the various accounts to which the article belongs in the business system e Sales account 72 SOFTWARE Support Purchase account Stock account Cost centre Cost unit Project Object VAT code Select a VAT code for the article in the drop down list Group Supplier Here is where you register information specific to each supplier e Suppliers article number Enter Retrieve the supplier s article number if it is different from your own e Supplier number Enter Retrieve the supplier s number e Discount class Here you note the supplier s discount class of the article Group Other Here is where you register behavioural information for the article e Article type Select the article type in the drop down list e Article type own Here is where you register your own article type e Stock article Tick the checkbox if the article is in stock e Ma
77. d in System parameters Times cost Group Delivery address Enter for example drop points for technician spare parts 107 SOFTWARE Support Technician stock tab Displays the technician s stock Order points and Ordered quantity etc Training tab Display the courses the technician has attended Use this button to add training courses for a technician Use this button to copy training courses from one technician to another Use this button to delete a technician s training courses Click First item to view the first listed training course Click Last item to view the last listed training course Bitmap tab Enter retrieve a path to the folder where you store pictures of the technician Notes tab Here you can take down notes about the technician Time transactions tab Displays all the time transactions for the technician You can print reports of those from Reports Time transactions Fixed message tab Enter a fixed message to the technician This message is displayed in the technician list when selecting a technician for a service order Message tab Add a message to the technician Price matrix tab Add a price matrix on the technician level An article may have different prices depending on the technician selected for the service order Web tab Select the service call queues you want to be visible to the technician in WinServ Online service by ticking the checkboxes You can also tick the checkbox May change ot
78. e if you want to include them in the service order Select the way in which to create the PM service call in the PM days field Select the way in which to create PM service calls concerning service on holidays or not in the field If PM falls on a holiday Click Create selection and preview the list Click Create call to create a service order from the selection Those are placed in Incoming service calls Click Close to exit the Work schedule view 31 SOFTWARE Support Interval service I Interval service you can create service orders in four different ways Some of which require that you registered information on the object card Skapa urval Click Create selection when you have made your selection and want to preview the list Utskrift urval Click Print selection to print the selection z T Click Printout confirmation to send a confirmation of the Utskrift bekr ftelse interval service to the customer Radera allt Click Erase all if you are not satisfied with the selection Click Create order when you are satisfied with the selection and want Skapa order to create a service order from it Serviceorder Click Service order to print a service order A filter appears where you can select the desired printouts St ng Click Close to exit the Interval service view v lj funktion Enligt intervallservicem nad O Skapa order viss dag O Skapa order mellan datum O N sta servicedag Select the function you want to u
79. e is entered for the creation of the message when you go to the next field e User The logged in user is entered when you go to the next field e Serial no A serial number is assigned when you go to the next field This series is entered in System parameters Serial no If you want to assign your own serial number you cannot have one in System parameters Serial no e Bulletin no Enter any bulletin number here e Text Enter the message here If it is longer than 240 characters you can use the lower text box to enter more text this will not be visible on the service order however e Document Link the document to the message for example an adjustment instruction Use the icons next to the large textbox at the bottom of the page to open or print it 97 SOFTWARE Support e Performed Tick this checkbox when the message has been performed either on the checkbox or when reporting the service order e User Retrieves the logged in user name when you have performed the message on the service order or ticked the object card checkbox e Date Enters the current date when you tick the Performed checkbox on the service order or object card Status Set the desired status for the messages Colour Select colours for the messages in order to distinguish between the different types From date The date from which you want the message to be visible on the service order To date The date until which you want the message to be visible on t
80. e order between dates in the function field to enable this function Select the date interval for which to create the service order as well as days and weeks Create Interval service DU RO N a 9 10 11 12 Click Program in the menu bar and select Service Interval service In the Function field select the function in which to create the interval service Make your selection in the form of Date Object no etc Select Call type Status Priority Task code Those are compulsory Also select Technician Time or Protocol if you want to include them in the service order If you selected Interval service month the function creates service orders for the month and year you registered on the object card when creating the service contract If you selected Create order for specific date the function creates service orders for the selected service date You can base your selection on Customer no Object no etc If you selected Create service order next service date the function creates service orders on the date you selected as the annual service date on the object card If you selected Create service order between dates the function creates service orders on the dates and weeks you selected Click Create selection and preview the list Click Create order to create service orders from the selection Those are placed in Incoming service calls Click Close to exit the Work schedule view 33 SOFTWARE Support Discussi
81. e technician s bonus for making additional sales and ticking the Technician bonus checkbox on the service order s Other tab Project Enter retrieve the project to which the technician belongs Time clock password Enter a password for the technician s time clock IN Registers the time you check in Article service call Enter retrieve an article for the work cost of the technician When registering the time on a service call with this technician this article is automatically added to the invoice row Article travel Enter retrieve an article for the travel cost of the technician When registering the time on a service call with this technician this article is automatically added to the invoice row Article km Enter retrieve an article for the travel distance cost of the technician When registering the time on a service call with this technician this article is automatically added to the invoice row Internal code Enter retrieve the technician s internal code e all orders with this technician ends up in the folder to which the path of the internal code points Internal codes can be found under Parameters Object Internal code Region Enter retrieve the region to which the technician belongs for easier selections Service call type Enter retrieve the service call type assigned to the service order when selecting this technician Group Internal cost If you want the technician to have other internal costs than the ones you registere
82. e the system you have to have a user account The account is defines with a user name and a password Normally the system administrator or someone else with administrator s rights create a new user When setting up an account you define the rights and system settings for that account The settings should be based on the account holder s job description The access rights in the system are always set on user level and can be supplemented with the settings for the user group Several users with similar job descriptions can belong to the same user group With the User group feature the administrator can define the views and features available to a certain group of employees a group shares the same graphic interface views and features User groups The User groups view offers the following e Create new user groups Every group is assigned a group number Default groups in the system are Service Order receiver Economy and Management e Select the views tabs to which a particular user group should have access There are five tabs that all belong to the Master data view Object Customers Contacts Articles and Models Q Your administrator can change the name of the first tab from Object to machine installation or other System System parameters tab Basic settings and field Object Click in the Object field and enter the desired name Step by step User groups Open the User groups view 1 Click System in the menu bar 2 Select
83. e web login Enter an alternative login based on either object number or e mail address and a password This makes it easier to manage a customer that has several different objects in different locations or departments Document tab Here you can link all the documents pertaining to a customer e Date The date is filled in when you create the link to the document e Document gt gt Here you can browse to the folder in which you have saved the document e Document type Here you retrieve the document type to which the document should belong Document types are created under Parameters Codes Document types e Description Enter a description of the document e Contact Enter any contact for the document e Web access Tick the checkbox if you want the document to be accessible via the web Contact WS Software special network requirements e Sign Enter your signature so that other people can see who created the link e Click E to create a folder with the customer number You can state the folder structure next to Create folder Click E to get to the selected folder Forms tab Displays the form templates By clicking Al you create a document e g a letter or an offer The customer information is imported to the document The document is saved under the Document tab By clicking 5 you open the selected template without importing the customer information to the document This enables you to register the information yourse
84. eate your own Add Main article group 1 Click Parameters in the menu bar select Articles and then Main article group 2 Click in the No field and enter retrieve the desired article group e g 01 3 Click Name and enter the desired name for the group 4 Click Save to save 112 SOFTWARE Support Campaigns In WinServ you can create campaigns for customers who use Customer online or who order over the phone Different campaign articles can be linked to those campaigns You can also Import and Export campaigns Create campaign Click Parameters in the menu bar select Articles and then Campaigns Click on an empty row and select a campaign number Enter the name of the campaign You can also enter the dates between which the campaign should run Enter the date for the creation of the campaign Enter retrieve the sales rep who created the campaign Click Save to save OBS Campaign articles tab Here you link the campaign to articles and if you want to limit the campaign to certain customers customer numbers Add Campaign article 1 Click Parameters in the menu bar select Article parameters and then Campaigns Campaign articles 2 Enter date and press TAB Enter or retrieve an article in the article directory by clicking Article no gt gt Select any customer numbers in the same way and enter the price for the campaign article 3 When you have used TAB to go through the row the article is saved and you are read
85. echnician Stock FemOVal s sssdomissnesenensdienssenddesnssbed A ADA 39 Ind livery Of GQO0dS siccciesstedsscandaessasgescaysde dees aE EA Rp nisen ren ene dess isnine essences tes 40 INVENIA E E 40 Sale SUPPO ER RP paa aaaea ea an a NDS HANN E ES 41 TODO aia SRS AES AE a N A O IRA ERS RA S S N EN 41 Sale forecast ii SR AST ES a ASEAS a flan tn 43 Caldas EE cecerssCaset eaeseadssuseasanaeasersee 45 Customer SUVs sd ino Do dba 47 Customer survey QUESTIONS sise nsanranenhemtsnmnanar ramasse rennes Aa EA A aaan 47 Customer survey email ia id ias 47 Customer survey transactions coconnnccnnnnncnnnancnonancnnrnnnaranonancrnrnnnnnrnrnnrarannnarannrancrnrnnnarannans 48 Time Tes rss eat SaN E R SNN ere rase eee n ir NN errant es 49 Time registration sii saine sas code ees cos baba dia cas 49 Time registration Service Oder icons nd A A 50 ASA PS fiskanna inaa aaa NANA NRA RA RR KANNA aa aaas 51 CAU a A A A ANSE ANSE 51 Course booking codi indias hai dai 52 Course calendar AAA A AA A 52 O Rss Er bn aan tn re AR 53 eo OR Searles Nee KR bk NE RS KN A Nl EE EK RN NNK SS RSK one 53 SOFTWARE Support RENE ii 54 Course categoria 54 Rental Seoane 55 Rental Ordet id il asias 55 Rental calendario Aaa 56 A 57 User ia a 57 External programs cuina ess s ttes ananas tan ee end nus savant aie alta ASAT 58 External e eL OOOO COP PR scott dess eme aaa css tcced saves ditrodns aia pei dde raini Sue nana ns senate 58 Chapter 3 REPORTS intra annee rente e
86. ed 4 Click Save to save and close Delete Transfer protocol Click Parameters Installation Alarm settings and select Transfer protocol 1 Select the protocol you wish to delete 2 Click Delete 3 The Confirm dialogue is shown 4 Click Yes to delete 5 Click Close to exit Receiver The WinServ receiver is the receiver in the perspective of the alarm centre To add new receivers you need to add alarm centre and transmitter codes to the system When the alarm centre and its transmitter codes have been added to the system you register the desired number of receivers Descriptions of the terms Receiver A unique ID for every new receiver Alarm centre The alarm centre to which the installation is linked Transmitter series The series line you received from the alarm centre There is more information about transmitter codes and series in the Supplier section Protocol structure The protocol structure of the alarm centre contains information about your customer number your customer s customer number and the characters of the alarm centre Protocol Sia Robofon etc See the Protocol section Primary The phone number that the installation calls when activated Secondary The phone number called y the installation if the primary number is busy Character The information that the installation transmits when activated Each alarm centre has its own character terms Contact your alarm centre for correct characters and character texts
87. er cannot change the information Register odometer Ticked The user can enter the odometer reading in the field Counter from and Counter to on the Time registration tab Unticked The field is closed and the user cannot change the information General Here you decide whether a user should have the right to delete e Object soft coded name can be changed to Machine Installation Project etc e Todo e Contact e Service order Consumption order Order You also decide whether the user should have the right to change information concerning contractual invoicing changes are made on the object card e Change latest contract invoice up debit fields Delete object Ticked The user has the right to delete an object machine from the directory Unticked The user cannot delete an object machine Change latest contract invoice up debit fields Ticked The user has the right to change the field of an object card machine according to the list below Contract Service tab e Service contract Cost price e Service contract Latest contract invoice e On call contract Cost price Contract Counter tab e Counter Debit type Counter Accumulation type Counter Description Counter Qty per day Counter Cost price apiece Counter Up debited quantity Counter Accumulated quantity Counter Latest invoice date Unticked The above fields are closed and the user cannot change register Delete ToDo Ticked The user has the right to delete ToDo
88. er date from which Base order can be created e To Enter date until which Base order can be created e Quantity Enter the quantity of this article to be generated Settings tab This tab contains object specific information There are several alternatives for service scheduling depending on how the organisation works with service e g if the technicians work with interval service work schedule or next service day etc The object s service is scheduled under the Settings tab Group Interval service e Jan Dec Tick the checkbox for the months in which to create the interval service 95 SOFTWARE Support e Service call type Enter retrieve the service call type you want those interval service calls to be You can tailor the service call type to fit your purposes Service call types can be found under Parameters Codes Service call types Time Enter the time of day at which to perform the interval service call Interval year Use the drop down list to select how often this interval should occur Start date Enter retrieve the date from which to be able to create this interval End date Enter retrieve the date until which to be able to create this interval Next service date Enter retrieve date for the next service date You will be asked if you want to update Next service date when completing the Interval service order and the Next service date will be updated to the next service date depending on the interval Create se
89. er survey questions you create the actual questionnaire for the survey Click New to create a new survey diog Click Close to exit the Customer survey questions view Enk t Nr mil In Survey no you use the prompt to select a customer survey on which to base a questionnaire Customer survey E mail In Customer survey E mail you can e mail a survey or attached file to selected customers You choose which customers to send the survey or the attached file to by using the filter fields S nd Click Send when you have made your selection and want to send the survey or the attached file ES Click Precount to se how many recipients the survey is sent to before sending it Visa logg Click View log to see whom you have sent to atang Click Close to exit the Customer survey questions view 47 SOFTWARE Support Customer survey transactions Here is where you create Customer surveys You also select the recipients for the survey Ny enk t Skapa urval Uppdatera Radera alla Skapa textfil Exce St ng F rsta post Sista post Borttag markerad Skapa enk ttyp Objekt Click New survey to create a new survey This is a short cut to the customer survey described above Click Create selection to see what your selections have created Click Update when you like to save and keep the wiev Click Erase all to delete the selection you created This allows you to create a text file for the selected survey
90. ern Sweden 11 Middle of Sweden 12 Southern Sweden Sales rep Information is retrieved from the business system Alternatively you create your own e General tab Here you enter the basic values for the sales reps e Contact information tab Here you list the sales rep s contact information e ToDo budget tab Here you enter certain key values for the sales rep e g number of phone calls customer visits etc e Sales rep budget tab Here you generate a budget for each sales rep for different periods and article groups e Article commission tab Here you enter the commission per article for each sales rep e Article group commission tab Here you enter the commission per article group for each sales rep e Advanced tab Here you find features like e g Link sales rep to post code customer or object and if a sales rep should receive an e mail when his object is reported Sales rep teams Here you create different teams for sales reps e g North South City Campaigns Here you create a campaign for the sales rep e Campaign articles Here you link the campaign to articles and if you want to limit the campaign to certain customers customer numbers Currencies Here you register different currencies by unit buy and sell rate CONTACT PARAMETERS Suggested customer parameters Reason codes 1 Best sales rep 2 Right price level 3 Best service plan 4 Geographical location 5 Good customer relations Department codes
91. es Usually WinServ temp IEA From Tom Click From To to automatically create time transactions between two dates enter Technician and Time type Find the right Time transaction 1 Click Program in the menu bar and select Time registration 2 Click in the Tech no field and enter the technician s number and press TAB or F9 You can also click the prompt GJ and select the number in the list 3 If you have many technicians to select you can use the filters for example District and by ticking the checkboxes Active or Not active in View technician You can also search the fields to find the right technician when the right technician is selected click Ok to assign the right technician to the time card gue New time registration Click Program in the menu bar and select Time registration Click New Time trans to create a new sale time transaction Click From To to create several time transactions Click in the Tech no and enter the requested technician s number and press TAB or click the prompt GJ to retrieve the technician s number Click Time type and enter the time type and press Tab or F9 or click the prompt G3 and retrieve the time type Click in the Date field and enter retrieve the requested group as per above Click in the Object field to link the time transaction to an object Click in the Travel zone field to link the time transaction to a travel zone Click in the fields From To and No of hours to assign a time
92. es for all objects of the customer e Response time contract Enter the number of hours within which a technician must be on location to start repairs on the customer s object from the time the problem is reported e Response time no contract Enter the number of hours within which a technician must be on location to start repairs on the customer s object from the time the problem is reported e Start time contract Enter the number of hours within which a technician must complete repairs on the customer s object from the time the problem is reported e Start time no contract Enter the number of hours within which a technician must complete repairs on the customer s object from the time the problem is reported Group Other e Joint invoicing Tick the checkbox if you want WinServ to include a Y es about this being a joint invoicing customer in the order file If you do not tick the box the order file will be sent with a N o Some business systems read this a confirmation to jointly invoice those order files check with your ERP supplier NOTE this is only sent with contractual invoicing and copy debiting 78 SOFTWARE Support e Blocked Tick this checkbox if you do not want this customer to be able to order without seeing a message saying that the customer is blocked for example due to unpaid invoices e Invoicing fee Tick the checkbox if you want WinServ to include information in the order file about an invoicing fee for thi
93. ess Storg 12 2006 03 29 Utskriven y 4 Rick La acker jrseni il Postni 12001 STOCHOLM I F rseningsavaift r Hj Tillgodo 0 00 Rapportkort R kneverk Debiteringstyp Ackumuleringstyp ae saio fo Anvands ej y Fr Overantal debiteras vid n sta avtalsfaktura y Antal Antal Ing r Inpris Utpris Varav Uppdebiterat Ackumulerat Installation Senaste Senaste Senaste Artikelnr Ben mning perdag Garanterat antal per styck perstyck hyresdel antal antal matarstallning m tarst llning avl st datum faktura datum KD Kopiedebitering 0 0 30000 0 0000 0 1000 0 0000 35000 90000 2006 05 03 D 0 0000 0 0000 0 0000 0 2006 05 03 D 0 L_A A Po 2006 0508 o dd J JJJ LLLE The accumulation type is set to Excess quantity is debited on the next contract invoice Finally you define an article for the copy fee description and price per copy for any excess quantity 166 SOFTWARE Support Keys Go to last item Go to first item Go to next tem Go to previous item DJ amp Clear view 4 Printing settings X Delete 2 Service order y Service order queue BE Counter registration A Time registration Unit package Contractual invoicing Consumption order List consumption orders RS Orders ES List orders 167 SOFTWARE Support Status Status technician Status district a AE E Group dispatch E mail
94. eturn order Base order Interval order Contracts Contractual invoicing Counter registration Unit package Service Group dispatch Work sched PM Order Interval servic Discussion grou Service calendar Project calendar Insert global messag Stock Purchase order Technician stock Technician stock removal Indelivery of goods Inventory Sale support Todo Create ToDo Sale forecast Calendar Customer survey Customer survey questions Customer survey E mail Customer survey transactions Time transactions Time registration Time registration Service order SOFTWARE Support VVVVVVV Vv Course booking system Optional Course booking Courses Course calendar Locations Teachers Equipment Course category Rental system Optional Rental order Rental calendar Other User message External programs External programs gt N gt No SOFTWARE Support Ny order Click New order to create a service order Click Create order to register data Skapa order a This assigns an order number Mede Click Save to save the changes Lies Click Update to save data without closing the view Babb Click New object to set up an object Andra Click Edit to change data on the service order or object card St ng Click Close to exit the service order view Historik Click History to check previous service Utskrifter Click Print and select a print template with one of the following buttons
95. ew Create Unit package 1 Click Program select Contracts and then Unit package 2 Click in the Object no field and enter retrieve the object 3 Click in the Orderer field enter the name of the orderer and press TAB The program proposes an Operator it one is registered on the object card 4 In the Package field enter the number of copies as well as Order qty the customer requires and press TAB Enter the counter reading for the object in the Counter field and press TAB Enter the date in the Present order date field and press TAB Fill in Our contact and press TAB Click Create order to invoice Click Close to exit the view 15 09 No YI In order to use the unit package you need certain settings on the object card as per below Create and select Debit type Unit package Create and select Article for the Unit package The next package will be debited by the technician when a customer requests Maintenance service When the technician reports the service order he is asked if a new unit package should be invoiced R ki k knever Alternativt kundnr Debiteringstyp Ackumuleringstyp indie 8 Enhetspaket y fo Overantal debiteras vid aktuell registrering Antal Antal Ing r Inpris Utpris Varav Uppdebiterat Ackumulerat Installation Senaste Senaste Senaste Starst llning avl m faktura datum 100000 2005 12 16 2005 12 16 El o o of ooo ooooo f oo 0 0 0 o 20051216 28 SOFTWARE Suppo
96. f industry specific tabs that are not detailed in the user manual but instead are dealt with during training Any industry not in need of those tabs should hide them in the User groups 98 SOFTWARE Support Copier tab Specific tab for the office supply industry where you store data for a network copier Computer tab Specific tab for the computer industry where you store data about a server or other network units Client tab Specific tab for the computer industry where you store data about all client computers in the system Back up tab Specific tab for the computer industry where you store data about the system s back up configuration Telecom tab Specific tab or the data telecom industry where you store data about the phone exchange and its user Cables tab Specific tab for the computer industry where you store data about the type of cables connecting the network Alarm tab Specific tab for the alarm and security industry where you store data about an installation s configuration It contains tabs such as Installation Equipment Sections Characters Notes Regulation departures Instructions Areas Passage tab Specific tab for the alarm and security industry where you store data about the configuration of an installation s passage system It contains tabs such as e Installation e Equipment e Notes CCTV tab Specific tab for the alarm and security industry where you store data about an installation s CCTV
97. f service orders we Clears the Models view and opens all fields for new registration of a model Spara Saves and exits kl pdatera Saves registered data without exiting the view St ng Closes the Models window Infoga Inserts a change for existing models F rbrukning Updates prices from the article directory Kopiera Copies a model to a new model papers ite Copies text from the text tab to a desired model number R kneverk Changes the counter settings for the selected model New model 22 Click Master data in the menu bar and select Models 23 Click New 24 Click in the Model no field and enter a model number e g MOO1 25 Press TAB to go to Article group and enter retrieve article group 26 Press TAB to go to Name and enter the desired model name 27 Press TAB to go to Supplier and enter retrieve supplier 28 Press TAB to go to Segment and enter retrieve segment 29 Press TAB to go to Type and enter retrieve type 30 When needed enter additional information on the desired tab 31 Click Save to save and exit Delete model 7 Click Master data in the menu bar and select Models 8 Click in the Model no field and enter retrieve the model to be deleted e g MOO1 9 Click Delete 10 You are asked to confirm click Yes 11 The model is deleted and the view cleared 12 Click Close to exit the window 101 SOFTWARE Support Times tab Here you enter the base values for where you want to place a
98. faktura Endast ej faktura Endast ej utskrivet Endast utskrivet Find the right order number 1 2 PLA W Click History in the menu bar and select Rental order history Click in the Order no field enter the order number and press TAB or F9 You can also click the prompt GJ and select the order number in the list Tick No invoice only or Invoice only in the View box Tick Not printed only or Printed only in the other View box You can select for example Customer no in the filters You can also search the fields to find the right order Click Cancel to exit the view and go back to the Rental order history card Edit Rental order history 1 2 Click History in the menu bar and select Rental order history Click in the Order no field enter the order number and press TAB or F9 You can also click the prompt J and select the order number in the list Correct the errors in the Rental order history Click Save to save the changes Export Rental order history to Excel OT ee I Click History in the menu bar and select Rental order history Click the Excel button This allows you to transfer the Rental order history to MS Excel Use the filters to set the parameters for the transfer of Rental order history Select a sort order in the Choose sort order field Click OK to transfer the Rental order history Reverse Order 1 2 3 4 5 Click History in the menu bar and select Rental order histor
99. gar C Tillbeh r J L gg tit X Artikelnr Ben mning IEE Sep 2006 Objekt 1000 A1000 Bewator 2010 Kund 100010 J Nacka Kommun S ljare Visa NJ Niklas Johansson Modell Alla Produktomr Alla gt aw Create Rental order via the calendar Use drag and drop to select the time date and object for the rental order Select the date s and time s for the rental order Fill in the Orderer field or retrieve it from the list Enter phone number in the Telephone field Enter the Order mark field to mark the invoice Click OK to create the service order You can use the drop down lists in the View field to select your rental order Clicking the X icon clears your selection in the View field D NOIR RNE Clicking the Gl icon updates the view in order to see the changes made by other users Clicking the G til order button opens the Rental order Tillbeh r CJ L gg t X Artikelnr Ben mning m o 11 Clicking the button allows you to add accessories that are included in the product lease 12 Print the calendar view with the Print button 56 SOFTWARE Support Other WinServ enables you to create User messages that are displayed when you log in to WinServ or you Can use User m L s Ta bort St ng y the time clock to re
100. gister your starting and finishing times for the workday essage Click New to create a new user message Click Read to read a user message Click Delete to delete a user message Click Close to exit the User message view New User message Read U 1 2 3 4 Delete Click Program in the menu bar and select Other User message Click New Click in the User field and select a user in the list Click the Header field to assign a header to the message Click in the Message field and type the message Click the High priority checkbox to flag any of the messages as important ser message Click Program in the menu bar and select Other User message Select the message to read Click Read Click Close to exit the window User message Click Program in the menu bar and select Other User message Select the user message to delete Click Delete You are asked to confirm click Yes The user message is deleted and the view cleared Click Close to exit the window 57 SOFTWARE Support External programs WinServ has a directory of external programs It contains short cuts to the programs you want to use in connection with WinServ Below are some of the programs you might need Select the ones you do Externa program e To select a short cut to a program click Program in the menu bar and then click External programs e Select the program you want to start and click 5 The program open
101. he number of days to display in the View field 2 Select a service order from Oc VARESE 034010114 Mot ERG 1 13 Boka ht 2006 09 11 163 A JobbygD Daab No technician assigned and drag and drop the service order to a technician If you want to edit the service order double click Arms to open the service order Skapa ny aktivitet Bokad tid From KI 2006 0614 13 Tom KI 2006 06 14 14 M n Tis M Tor Fre Lor v lj Serviceorder Tekniker 65 Objekt EJ Jobbtyp Status v Arbetskod Beskrivning Best llare Telefon M rke O Att g ra Aktivitet Kundnr Kontaktnr Rubrik Att g ra O Tidtransaktion Tidtyp J Orsak Create ToDo via the calendar See points 1 2 above Tick the ToDo checkbox DEIA AIN E Click OK to create ToDo Antal tim 1 9 4 You can also select your service orders from the drop down list in the Selection field 5 You can also use the drop down lists Technician s region Technician s district and Technician s team 6 Click Print to print a screen dump of the service order planning a Uska Ga Sting Create Service order via the calendar Use drag and drop to select the time and date in which to create the Service order Select the date s and day s on which to create your Service orders Tick the Service order check box Select Object
102. he fields that you want to be visible on the service order when printing Incoming date Scheduled date Dispatched date Warranty date Installation date Service contract to date Parts included to date Booked date Note Click Select all to select all fields 135 SOFTWARE Support Program tab Select the checkbox by the programs you want the user the rights to use e Service order Work schedule PM service call Counter registration Absence Unit package order Contractual invoicing Consumption order Orders Indelivery of goods Purchase order registration Rental order Technician stock Customer survey ToDo Return registration Create object message Discussion group Sale forecast Time clock Tick all by clicking Select all Untick all by clicking Deselect all Inst llningar R ttigheter Blanketter Program Rapporter Historik Basregister Parametrar System Jobbk er Verktygsf lt Kataloger Web Tillg ng til Tillg ng till Program V Serviceorder Y Teknikerlager Y Arbetsschema Y Kundenkat M PM jobb intervallservice M Att g ra Y M tarst llningsregistrering M Returregistrering 7 Fr nvarotid Y Skapa maskinmeddelande V Enhetspaketorder Y Forum M Avtalsfakturering M S liprognos V F rbrukningsorder M St mpelklocka Y Order Y Inleverans Y Best llningsregistrering Y Hyresorder Q Du har ej r ttighet
103. he responsible technician Administrator Enter the responsible administrator Project manager Enter the responsible project manager 7 Group Internal information Here you register information necessary for the reporting of internal costs and revenue e Internal code Use an internal code with a path linked to a folder to ensure that order files and contractual invoicing are assigned to different business systems in case there are several companies using the same WinServ e Cost centre Here you enter the cost centre to which you want to assign the object in your business system e Object Here you enter the object to which you want to assign the object in your business system e Cost unit Here you enter the cost unit to which you want to assign the object in your business system e Project Here you enter the project to which you want to assign the object in your business system e Currency Here you enter the object s currency 8 Group Properties Here you enter the measurements weight and volume of the object in order to plan for the space occupied by the object in stock Contract tab Every object can be linked to a service contract with a unique service fee The service contract tab is linked to a service order that by default includes consumables and work time i e all articles that are completed on a service order if an object has a service contract If the service fee does not include consumables and work hours yo
104. he service order Document tab On this tab you gather all the documents pertaining to the object You can enter a path to user manuals or other documents to access them more quickly e Date The current date is entered when you link the document e Document Enter retrieve the path to the document Click the Document list e Document type Enter retrieve from the document type list Click the document type list e Description Enter text to describe the document e Web access Tick the checkbox to make the document accessible in WinServ On line e Sign Enter your signature e Folder structure Enter retrieve the folder to access when clicking the document list You can create a folder by clicking the Create folder button Forms tab Lists shortcuts to forms that need filling in or being submitted to customers in connection with service for example certificates or approval contracts that the customer must fill in Enter the paths to those forms under Parameters Forms Order tab Displays all your current service and consumption orders It is a convenient way of keeping track of the orders if the customer calls looking for a service call or a product Contacts tab Group Contacts per object Add all contacts relating to the object Those contacts can also be exported to Excel or Word for dispatches etc Group Contacts per customer Lists all contacts relating to a customer Those have been added in Contacts Below are the descriptions o
105. her s time registration if you want this technician to be able to do so 108 SOFTWARE Support Chapter 6 Parameters Contents Article parameters gt gt gt gt VVVVVVVVVVV VV VV VV VV VVVVVVVVVVVVV VV Article groups Unit directory Main article groups Campaigns Customer parameters Terms of payment District E mail recipient Company types Category Customer contra Customer price lis Delivery terms Method of delivery Country codes Post code table Project types Project groups Projects Regions Sales reps Sales rep teams Campaigns Currencies Contact parameters Reason codes Department codes Activity codes Activity groups Position codes Hobby codes Campaigns Contact categories Customer activities Competitors Competitor models Product interest codes Result codes Result codes ToDo SNI codes 109 SOFTWARE Support Object Financing contract types Debit periods Internal codes Status Post code table Location codes Travel zones Service contract types Protocol Index Additional codes Model Suppliers Product areas Segments Technician par Technician team Codes Task codes Deviation codes Deviation codes actions Document types Service call priority Service call types Service call status Service call time types Calendar Time types Cost centres Cost units Object Reason codes Quality codes Return status Service log codes Action codes Forms VVVVVVV
106. ice for a service or article concerning this specific technician On the Web tab Here you determine which queues to display to the technicians when they use the web based WinServ online Click Save to save and exit 106 SOFTWARE Support Information tab Here you register technician information District Enter retrieve a district for the technician in order to facilitate selections in the service order queues or reports Team Enter retrieve the team to which the technician belongs Colour Assign a colour to the technician in order to view his service calls more easily in the queues Working hours day Enter the number of hours per day the technician should work If it says 0 the technician is inactive Sales rep Link the sales rep to a sales number in order for the technician to place an order and also be assigned as the sales rep in the reports Phone Enter the technician s home or work phone number Fax Enter the technician s fax number Mobile Enter the technician s mobile phone number E mail Enter the technician s e mail address E mail SMS Enter the technician s e mail address to your mobile phone provider s message service check with your provider This enables you to send a service order via SMS Employment date Enter the technician s date of employment Leaving date Enter the date when the technician left the company Stock Enter the technician s default stock for his service orders Bonus Enter th
107. ick Article no gt gt in the list to view the list of articles Select the article and click ok J Use TAB to go to the Qty field and enter the quantity needed Save the row by pressing TAB until the cursor reaches a new row Repeat the procedure for every article to be included with the service order Click Update to save Print the Service order see Print Service order Change technician for dispatched service order 1 2 3 4 Open the desired service order see View Service order Click GJ by the Technician field to view the technician list Select the technician and click Ok Ok Click Save to save and close Print Service order 1 n SUN Open the desired service order see View Service order Click and select Service order Select any extra document you want to include with the Service order Select Printer send fax e mail to print directly Click oK Send Service order as Fax e mail 1 2 3 Open the desired service order see View Service order Click the Service order button Click Print Service order 14 SOFTWARE Support 4 Select any extra document you want to include with the Service order 5 Enter e mail address or fax number in the settings under Fax e mail to 6 Select Printer send fax e mail and click Ok NOTE This requires the fax application Unimessage or P3 You can also e mail the service order as a text file without a template to the technician To do that clic
108. ick in the Order no field enter the order number and press TAB or F9 You can also click the prompt GJ and select the order number in the list Correct the errors in the consumption order history 4 Click Save to save the changes Ww 65 SOFTWARE Support Move Consumption order history DL BTS Click History in the menu bar and select Consumption order history Click the Move history button Enter or select the object whence to move the history Enter or select the object to which you want to move the history If you do not want to move all the consumption order history enter an order number interval Click OK to move the consumption order history Global delete of Consumption order history 1 2 3 Click History in the menu bar and select Consumption order history Click the Global delete button This allows you to delete consumption order history for a selected object customer or period NOTE You cannot retrieve the history after it has been deleted Use the filters to set the parameters for the deletion Click OK to delete the consumption order history for the selected object Export Consumption order history to text file 1 2 3 4 5 6 Click History in the menu bar and select Consumption order history Click the Export button This allows you to export consumption order history to the text file ORDHIS TXT The text file is located in the folder chosen for export in System System parameters Fo
109. ied your forms have ISO numbers those are entered on this tab Systemparametrar Foretagsnamn Demobolaget AB Licensnr 10001 Licensierad till Demobolaget _ Anv ndare a Foretagsuppaifter Tider kostnader Kataloger ISO Grundinstallningar Texter L pnr Backup PAR Uppdatera Import export Web Larm XML parametrar 150 ISO nr Inl mnkvitto IN 001 ISO nr Serviceorder 50 001 150 nr Bekr ftelse BE 001 150 nr Rapportkort AK 001 150 nr Kostnadsf rslag KF 001 150 nr Inst bekr ftelse 18 001 ISO nr H mtn medd ISO nr F ljesedel ISO nr Kontantnota 144 SOFTWARE Support Basic settings tab On the Basic setting tab you determine how the system operates The following features are managed on this tab e General Service order Contractual debiting Colour queues Statistics Order management E mail service call Interval Work schedule Foretagsnamn Demobolaget AB Licensnr 10001 Licensierad till Demobolaget Anv ndare 2 F retagsuppgifter Tider kostnader Kataloger 150 Grundinst llningar Texter L pnr Backup PAR Uppdatera Import export Web Lam XML parametrar Allm nt Serviceorder Avtalsdebitering F rger k er Statistik Orderhantering E mail jobb Arbetsschem
110. ield is soft coded and can have other names e g Response time etc The text can be changed in System System parameters Basic settings Service order Unticked The user cannot change the times Change booked time Ticked The user can change the time of booked service calls in the field Booked technician Unticked The user cannot change the times Change dispatched time Ticked The user can change dispatched time in the Dispatched field Unticked The user cannot change the time Change E mail Ticked The user can change the e mail address on a service order Unticked The E mail field is closed and greyed out Change Received by Ticked The user can change the name of the recipient of an order in the Orderer field Unticked The user cannot change the Orderer field Change Order mark The user can change add information in the Order mark field Order mark can be used as a reference number for invoicing and is often used by the orderer or as a fixed marking for for example project invoicing A fixed order mark must be created on the object card or customer card Hide already reported The feature is used in order for the recipient of an error report to get information about service orders already registered for the object Ticked The dialogue Already reported is not displayed Unticked Recommended if you want the user to receive a warning about a service order already having been registered for the object Otherwise the
111. in article in structure Tick the checkbox if this is a main article in a structure See the Structure tab e No results impact Tick this checkbox if you do not want this article to generate revenue or expense in the results analysis e Sub article in structure Tick this checkbox if this is a sub article in a structure e Never part of contract Tick this checkbox if you want this article to generate an invoice irrespective of whether the customer has a service contract e Manufactured article Tick this checkbox if this is an article of your own manufacture e Delivery fee Tick this checkbox if you want this article to generate a delivery fee if the sum total is below a certain level In that case you must also tick the corresponding checkbox for the customer and also assign an article number and a minimum amount for delivery fees in System parameters Basic settings General e Do not update unit when importing This is used if you do not want to transfer the business system s units listing when importing articles e Stock location State the stock location if one exists for the article e Shelf State the shelf if one exists for the article Stock quantity This is the aggregate technician stock quantity for the article It can be updated from System parameters Update in order to synchronize it Update stock from technician stock Unit State what type of unit to use for the article e g pcs for pieces Purchased packaging State h
112. ing the right contact to approach concerning sales of a specific product or for finding the right people for an event Order tab Lists the open orders for the customer and the articles they concern Order history tab Lists the previous orders of the customer and the articles purchased Discounts tab Lists the discounts of the customer in the form of Price matrix and article group discount Campaigns tab Lists the campaigns the customer is entitled to Customer activities tab Lists the activities the customer is entitled to Home address tab Here you can enter the person s home address birthday etc You can also include a picture of the contact or his home You save a picture in a folder on the server and browse your way there Customer information tab Displays a lot of the information included on the customer card If somebody performs a ToDo item the Contacted checkbox date and signature are registered It allows you to select Contacted or Not contacted in the contacts listing It also tells you when the contact card was last updated Document tab Enter the paths to the documents pertaining to the contact on the server Form tab Enables easy access to your forms The paths to forms are entered under Parameters Forms 83 SOFTWARE Support Suppliers In WinServ you can create different suppliers according to their specific tasks Clears the Suppliers view and opens all fields for new registration of suppliers
113. ion Enter retrieve a regional code for the customer Internal code Use an internal code with a path linked to a folder to ensure that order files and contractual invoicing are assigned to different companies in the business system in case there are several companies using the same WinServ Stock Enter the default stock for the customer Miscellaneous object nos Enter a miscellaneous object number for the customer in order to create a number series giving the next object created for the customer the next consecutive number in the series Contract type Enter retrieve the default contract type that is selected when you create a new object Discount contract customer no Enter the customer number used by this customer for the discount in the price matrix For example companies belonging to a group but with their own customer numbers Basic customer no Supplier s customer no Enter your customer no at your main supplier s Customer priority Select a priority for the customer There are Update buttons by Category District etc Use theses when making changes and you want the change to be made to all the object cards of that customer Group Allocations Here you enter the customer s cost centres etc Cost centre Enter the customer s cost centre Cost unit Enter a cost unit for the customer Project Enter a project the customer belongs to Object Enter an object for the customer Group Times Enter response and start tim
114. ion in Excel Click Close to exit the Order history view Visa Alla Endast order Endast avb jda offerter Endast kontantnotor Visa Alla O Endast ej fakturanr Endast fakturanr Visa Alla O Endast ej utskrivet Endast utskrivet Visa Alla O Endast ej faktura Endast faktura Find the right order number 1 Click History in the menu bar and select Order history 2 Click in the Order no field enter the order number and press TAB or F9 You can also click the prompt GJ and select the order number in the list TO select from the list you use the View boxes as per below Tick No invoice only or Invoice only in the first View box Tick Not printed only or Printed only in the second View box Tick No invoice no only or Invoice no only in the third View box Tick Order only Rejected offers only or Cash receipt only in the fourth View box You can also search the fields to find the right order Click Cancel to exit the view and go back to the Order history card 10 00 Oe OT e Edit Order history 1 Click History in the menu bar and select Order history 2 Click in the Order no field enter the order number and press TAB or F9 You can also click the prompt GJ and select the order number in the list 3 Correct the errors in the Order history 4 Click Save to save the changes Reverse Order 1 Click History in the menu bar and select Order history 2 Select the order to reverse 3 Click the Re
115. ject installation by entering the object no and pressing F9 or by clicking the button GJ in the Object field the list of objects is displayed and you select the correct object 4 Press F6 or click Create order to register the information 5 Click Kod gt gt in the Task code list 6 Select Task code and click o_o Click in the Description field and enter the customer s description of the issue Click in the Orderer field and register the individual who is reporting the issue Click in the Telephone field and enter the phone no The orderer can be the first box when you click New order if you tick the checkbox Do not ask who placed order 10 If necessary click the Contact field and enter the contact 11 Select Downtime if the object cannot be used 12 Save the call by clicking Save Spaa J 13 The call is now placed in the Service order queue ON 14 View the service order queue by clicking Service order queue Q Your administrator can tailor the WinServ settings to your organisation s way of working Through the tailor made settings you can automatically get input windows on the screen that makes the registering of new service orders easier For example e Pre defined list of Task codes e Automatic confirmation sent to customer E mail with information about received Service orders e Requirements for certain fields e Warnings for possible back jobs when registering the Service order 12 SOFTWARE Su
116. k EI on the service order Change object on existing Service order 1 Open the desired service order see View Service order 2 Click the Edit button 3 Select Change main information on service order 4 Enter the object number and press F9 or Tab You can also click the prompt GJ and select the object number from the list 5 Click Save Time report tab e Group Times This is where you enter the internal time cost in the form of work time travel time and travel distance for the object e Group Action codes Here is where you enter the Action codes describing what has been carried out The codes facilitates the description and statistics that can be used e g for purposes of complaints to the supplier e Group Action description Here is where you describe what has been carried out in free text for the customer s information e Group Message Here is where you add a message about anything that should be done at the next service visit You also tick it once it has been carried out e Group Internal notes Here is where you add internal notes about the service order If you need more space you can use the service log tab e Group Quality Here is where you add a quality code for the completed order For quality assurance H mta bokade tider Retrieves the times from Booked technicians and adds them to the time report r OWS Click the icon if you want to add a time report in real time This assumes that you have clicked the same
117. k First item to see the first item in the technician stock Click Last item to see the last item in the technician stock Click Edit to change location or order point etc Click Print to print the technician stock Click Close to exit the Technician stock view Technician stock removal Here is where you move articles between stocks Ny Spara St ng Click New to clear the view for a new registration Click Save to save the changes you made Click Close to exit the Technician stock removal view 39 SOFTWARE Support Indelivery of goods This feature is used for creating a manual indelivery of an article Select technician stock article number and quantity etc Click Save to carry out the transaction Click New to clear the view for a new registration Click Save to save the changes you made Click Close to exit the Indelivery view Inventory After inventory you enter the deviating values here Click New to clear the view for a new registration Click Save to save the changes you made Nollst ll innan reg Click Reset before registration to re register your stock for any reason Click Close to exit the Inventory view 40 SOFTWARE Support Sale support The Sale support tab includes ToDo Create ToDo Sale forecast Calendar Customer survey Customer survey questions Customer survey e mail and Customer survey transactions Those are the applications used daily by the sales reps Todo Al
118. l e Orders Inst llningar R ttigheter Blanketter Program Rapporter Historik Basregister Parametrar System Jobbk er Verktygsf lt Kataloger Web Allm nt vrigt 2 Utskrift referensnamn p blanketter och order F rg aktiv rad Aqua Hj Enter som Tab Y Val av skrivare vid utskrift blanketter Auto Start program 19 v Backup ansvarig Spr k o Inst llningar att g ra Egen sortering kalender L 0 M Visa allas att g ra YZ Visa grupp att g ra Ema M D lj att g ra vid inloggning E mail avs ndare niklas johansson wssoftware se M F resl n sta att gora O Krav n sta att g ra Skrivare kontantnotor Skrivare N sta att g ra Visa n sta att g ra v Inst llningar prognoser Visa allas s ljprognoser M Visa grupp s liprognoser Picture Settings General Printing contact names on forms and orders Ticked The contact names will be displayed on forms and orders registered or printed by this user Unticked No contact name is printed 127 SOFTWARE Support Selecting printer when printing forms Ticked The user can select a printer The normal Windows dialogue is displayed Unticked Automatically prints on the selected default printer This is used to eliminate an extra dialogue It is recommended when a person always uses the same printer In addition unique settings can be made for the printer if for example it is a matrix o
119. lationsdatum Es SE v Serviceavtal tom datum Antal kopior V Delar ing r tom datum Serviceorder o Kostnadsf rslag 0 DE cat dat Foliesedel 2 Install bekr ftelse 0 Inlamningskvitto lo H mtningskvitto 0 Jobbekr ftelse 0 Kontantnota D Marginaler Topp marginal cm 0 00 V nster marginal cr 0 00 Botten marginal cm 0 00 Print logo Tick the checkbox for the desired form on which to print the logo Service order Delivery note Delivery receipt Service call confirmation Cost estimate Report card Installation confirmation Collection receipt Cash receipt Notel Click Select all to select all forms 134 SOFTWARE Support Number of copies Click in the field next to the desired form name and enter a number Note This requires that the field Selecting printer when printing forms is unticked See Settings tab Margins You can set custom margins for forms To save margins Click in the desired field e g Top margin cm and enter a new value e g 2 Click Save or Update to store the new values Note This requires that the field Selecting printer when printing forms is unticked See Settings tab Do NOT clear the view after printing Settings that determine what will be shown on screen after printing a form Unticked field means that the view is cleared after printing Note Click Select all to select all Do NOT clear Printing the fields below on the service order Tick the checkbox at t
120. lders Use the filters to set the parameters for the export of history Select a sort order in the Choose sort order field Click OK to export the consumption order history Export Consumption order history to Excel oT e NS Click History in the menu bar and select Consumption order history Click the Excel button This allows you to transfer the consumption order history to MS Excel Use the filters to set the parameters for the transfer of consumption order history Select a sort order in the Choose sort order field Click OK to transfer the consumption order history Reverse Order 1 2 3 4 D Click History in the menu bar and select Consumption order history Select the order to reverse Click the Reverse order button You will be asked Do you want to reverse the order xxx with order queue with Registered status Click Yes to reverse order 66 SOFTWARE Support Rental order history Note Optional module for companies leasing out equipment or services On the Rental order history tab you can change move or delete the history You can also export data in various ways Click Save to save the selection Click Reverse order to reverse the order to Registered Click the Excel button to export your selection to Excel Click Close to exit the Rental order history view Visa Alla Visa Alla Click the Excel button to export your article row level selection to Excel Endast
121. lf Contacts WinServ has a contacts listing It stores all the ToDo history and all the ToDo items not completed You can also store information about the contact s forecast on upcoming transactions the objects of the contact the competitors and the profile of the contact You can also view current orders of the contact order history discounts campaigns customer activities home address customer information documents and forms pertaining to the contact All this can be stored giving you an edge in your next transaction with the contact Click Customer to open the contact s customer card Click New prospect to make a quick setup of a customer prospect in the customers listing Ny Click New to create a new contact 81 SOFTWARE Support Spara Uppdatera Kontaktkort St ng ndra Ny o HEBER WE Click Save to save and close Click Update to save data without closing the view Click Contact card to find a contact and print the information Click Close to exit the Customer view Click Edit to edit the information in an existing ToDo item Click New to create a new ToDo item Click this button to create an offer order using the information from the contact New contact BNO AN Click Master data in the menu bar and select Contacts Click New The Name field opens enter the desired name Press TAB after every registration and enter the desired contact information in each field When you come
122. lick Program select Order and then Service order The Service order view is displayed Click GJ by the Order no field to view the order list Select the queue in which the service order is registered or select Status All Select the Service order from the list Click Ok The selected Service order is displayed NOUARW NE Schedule change time of Service order 1 Open the desired service order see View Service order 2 Select the Service order tab 3 Click in the Scheduled start field 13 SOFTWARE Support Enter the time when you want the service call to start If you want the change to be visible in the service calendar as well you must tab your way through the field Booked technician to change the start and end dates Click Save to save and close Delegate Service order 1 oe Te View the service order see View Service order Click GJ by the Technician field to view the technician list Select the technician and click Ok Ok Check status Dispatched Click Save to save and close Include parts in Service order In WinServ you can add parts to a Service order in advance This is helpful if you want to inform the technicians about the parts necessary to complete the service call The included parts will be displayed on the Service order when it is printed 1 SN ON DU View the service order see View Service order Click the Order rows tab Click in the Article no field and press F4 or cl
123. lows you to create edit and read your ToDo list The sales rep s daily information is collected here Click New to create a new ToDo item Enda Click Edit to edit an existing ToDo item a Click Contact to open the contact card linked to your ToDo list una Click Customer to open the customer card linked to your ToDo list St ng Click Close to exit the ToDo view k rsapos Click First item to go to the first row of the ToDo list ag Sista post Click Last item to go to the last row of the ToDo list Wisa att gora Anv ndare Select the ToDo items to view the selected user a group or all O Grupp O Alla Visa n rmaste 7 dagar O 14 dagar Select the period you want to view 30 dagar 60 dagar O Alla O Idag O Egna datum v lj sortering Datum stigande Select the desired sort order Att g ra kod Kundnr S ljare O Kontaktperson O Kundnamn Datum fallande Visa status Select the status you want to view not completed completed and saved or all Ej utf rda Utf rda O Alla 41 SOFTWARE Support A m Use the lists in the fields to filter Aktivitet CJ Grupp a Projekt CJ Kundnr GJ al Use this button to create recurring ToDo items X Use this button to restore selections Use this button to restore all the fields in the list New ToDo 23 Click Program in the menu bar and select Sale support ToDo or click the icon 24 25 Click New Click the promp
124. m system 2367 L pnr maskinmeddelande fu 1078 Senaste avtal Uppdatering 2006 07 12 Kontaktnr 19 Ordemr kundorder 89 Hyresorder 2 R knare nya dokument 0 Kundni 100034 Prospect prefix P Kundnr 1807 Div maskin prefix ZZ Maskin 77 Eget kundnr for att g ra Best llningsnr 38 Fakturanr 213 Kontantkvitto 23 Leverantorsnr 10060 L pnr s kord 3100 Prefix vid kunduppl ggning C Anv nd ej prefix L pnummer Kurser Anv ndare 2 Grundinst liningar Texter L pnr Backup PAR Uppdatera Import export Web Lam XML parametrar Returer Generera texfil vid Spara av kunder artiklar lev och inleveranser lt S lt Katalog Kund Lev Art Y Skapa textfil kunder KUNDnnn TXT L pnr 6550 Y Skapa textfil artiklar ARTnnn TXT L pnr 1011 M Skapa textfil leverant rer LEVnnn TXT L pnr 86 O Skapa textfil inleveranser INLEVnnn TXT L pnr 3 C Program WinS ervll D atabases D emodataNicke E xports ul 5 e e 3 Inlev Back up tab On the Back up tab you enter the paths to source and destination Foretagsnamn Demobolaget AB Licensnr 10001 F retagsuppaifter I Tider kostnader IL Kataloger Licensierad till Demobolaget Kataloger 150 Anv ndare 2 Grundinst llningar Texter L pnr Backup PAR Uppdatera Import export Web Larm XML par
125. mended Service Product Consumption and Spare part Add article group Click Parameters in the menu bar select Articles and then Article groups Click New Click in the No field and enter the desired code e g 01 Press TAB to go to the Name field and enter the desired name e g Product Click Save to save JB D NS Link article group to Main article group 1 Click Parameters in the menu bar select Articles and then Article groups 2 Click in the No field and enter retrieve the desired article group e g 01 3 Click in the Main group field and enter retrieve the desired main group 4 Click Save to save Unit directory WinServ has a unit directory that is used if the article contains say six units and you want to sell it by the piece You create a unit directory that contains for example Box6 which is short for Box containing six pieces and a unit called pc which is short for piece In the article directory for the article you indicate that the article is a Box6 in the Unit field On an order you enter the article on an order row and replace the unit with pc in order for the program to divide the price by six Suggestions Package 6 pcs Bag 20 pcs Pallet 24 pcs Unit 1 pc Box 12 pcs Main article groups It is used when you have several article groups of the same type that belong together for example the main group Beverages with the sub groups Coffee Tea and Soda Use the same groups as in the business system or cr
126. mer s total number of employees Turnover Enter the turnover of the customer Equity Enter the equity of the customer Founding year Enter the founding year of the customer Municipal code Enter the customer s municipal code NOTE All this information can be retrieved from the Central Statistics Office Group Credit Lists the customer s credit rating This information comes from the business system for the systems that include a feature enabling them to export this information Group Contact Provides information on when the customer was last contacted either through a ToDo item or manually as well as notes Group Limits Lists the customer s upper and lower credit limits Parameters tab VAT code Enter the VAT code for the customer Category Enter a category for the customer to facilitate selection of reports 17 SOFTWARE Support District Select a district for the customer to facilitate the division of customers among the sales reps Sales rep 1 Enter for example the direct sales rep for this customer Sales rep 2 Enter for example the consumables sales rep for this customer Method of delivery Enter the default value for how offers orders should be delivered Delivery terms Enter the default value for how the delivery of offers orders should be paid Terms of payment Enter the default value for the payment terms for the offers orders Technician Enter the technician responsible for this customer Reg
127. might need service or replacement e g a prom with version and serial number Price matrix tab Here you can add price matrices on object level i e set your own price for articles pertaining to the object and whether they apply to service orders orders etc 1 Group Price matrix Date Date of price matrix creation Article no Enter retrieve article number Price list Enter retrieve price list for the article Not to be combined with Customer price or Customer price Enter net price to customer Enter the of the sales price to the customer From date Enter the date from which the price matrix applies To date Enter the date until which the price matrix applies Not included Tick the checkbox to exclude the article from Consumption included Service call Tick the checkbox to automatically add an article to the service order Order Tick the checkbox to automatically add an article to the consumption order Schedule Tick the checkbox to automatically add an article to the service order when creating a service call via Work schedule Base Tick the checkbox to automatically add an article to the consumption order when creating a consumption order via Base order consumption Quantity Enter the desired quantity for the article 2 Group Base order e Date Date of Base order creation e Article no Enter retrieve article number e J D Select month s for the Base order e From Ent
128. mplate Radera BP LP hylla Click Erase Order points Stock points or Shelf Use this feature to erase Optimera teknikerlager a technician s OP SP or Shelf Click Optimise stock This feature erases technician stock transactions without a Stock balance OP Order point SP Stock point or Shelf New Technician Click Master data in the menu bar and select Technician Click New Register information in the Name and Address fields On the Information tab You register all the basic information about the technician when you are finished click Update to save the information On the Technician stock tab you can view the selected technician s stock On the Training tab you register the technician s courses and diplomas etc On the Bitmap tab You can for example store a picture of the technician On the Notes tab You can enter the technician s birthday or car registration number etc On the Time transactions tab You can view the technician s time transactions e g vacation training sick leave or absence due to sick child This requires registering the information under Time registration On the Fixed message tab You can add a message for the technicians On the Time clock tab You can see the working hours of technicians This requires the Time clock feature being active On the Message tab You can enter a message to a specific technician to be displayed on the service order On the Price matrix tab Here you add a pr
129. mported by WinServ at delivery Location codes C Customer S Stock E Exhibition Travel zones 1 Inside city limits 2 Outside city limits Distance in km Service contract types 01 Straight copy debiting 02 Straight copy debiting including toner 03 minimum quantity 04 Minimum quantity including toner 05 Fax agreement 06 Printer contract e Tab Response time per service contract type e Price matrix articles tab Here you add the discount for articles that you want the customer to have with a certain service contract type e Price matrix article groups tab Here you add the discount for article groups that you want the customer to have with a certain service contract type e Advanced Here you update the objects after changing the service contract types 115 SOFTWARE Support Protocol Here you create protocols and protocol rows in which the technicians can tick off what they carry out Index Here you enter different indexes for the indexation of service contract prices Those are regulated by the unions and are managed by the WinServ administrator Select an index on the object card in order to manage the contract price from there when using contract invoicing Additional codes Here you enter additional codes for the object e g services Alarm settings Alarm settings will only be visible to companies who have chosen the security industry That is done under System settings Basic settings Industry Alarm set
130. n time Group price staggering Set the price for an article depending on quantity e g SEK 100 for quantities from 1 100 SEK 80 for quantities from 101 1000 and SEK 70 for quantities above 1000 Delivery address tab Displays the customer s delivery addresses You can also create new delivery addresses or change existing ones Order tab Displays the customer s orders You can also create new orders or change existing ones Order history tab Displays the history of the customer s orders and their order rows Notes tab Here you can make notes about the customer or register your dialogue with the customer instead of with a contact through a ToDo item Group Notes For general internal notes about the customer Group Customer notes For noting down your dialogue with the customer Group Customer message For writing a note that is displayed when registering any type of order Web tab Here you administer the customer s right s for WinServ Customer Online Group Password Enter the password the customer needs to log in to WinServ Online Customer Group Language Enter the desired language for the customer s login to Customer Online Group Rights Tick the checkboxes to which the customer should have access Group Sub customers Enter the sub customers you want to be able to use the customer s login and rights It could for example be a customer that has different customer numbers 80 SOFTWARE Support Group Alternativ
131. nappen nedan F steg 4 ave 4 E er 7 Uppdatera alla etiketter a or Lundnamn N sta post Kundnamn N sta posty Kundnamn F reg ende v lj mottagare i a z ge 1 1 Vid 3 6cm Ra4 Kol amp Steg 4 av 6 N sta F rhandsgranska etiketter F reg ende v lj mottagare 16 This is the final result Now place the labels in the printer to print them Ed Dokument5 Microsoft Word F rhandsgranska etiketterna H N gra av de kopplade etiketterna ranana nas h r Om du Heh x f rhandsgranska en annan eti L Eriks Pl t Kalle Kula E Wie du p get ss F ljde AB Storstockholms lokaltrafik al Mottagare 1 E Sd o i E rs Arenav gen 27 Globen N S k efter en mottagare STOCKHOLM STOCKHOLM oe ee m Du kan ocks ndra listan ver amp R mottagare Ef Redigera mottagarlista E r du r klar med Beredningstjanst AB Gavlebrotjanst AB Me haseson Pr lan av Sundhemsgrand 8 Box 11115 etiketterna klickar du p N sta NS 18734 Sedan kan du skriva ut de kopplade P 112 23 12200 T BY etiketterna eller redigera enskilda STOCKHOLM GAVLE ER f r att l gga till egna mmentarer gt Nacka Kommun Kalie kaffe Bergslaget underh lls AB o Ekb v 22 f 13181 16869 114 98 NACKA BROMMA RSTA Y steg5av6 ER S N sta Slutf r koppling av dokume _Kopiebolaget AB Polisens tekniska h gskola lb kontor ab s F reg ende Ordna etiketterna
132. no 8 Click Program Order and select Offer Order or click the icon 9 The Offer Order view is displayed 10 Click GJ by the Order no field to view the order list 11 Select status All to list all existing Offers Orders or select the status assigned to the order 12 Select the order from the list 13 Click Ok or double click the order row 14 The selected Offer Order is displayed 22 SOFTWARE Support Return order Here is where you create a return order for the object or articles that should be returned to the supplier Ny retur Skapa retur Spara Click New return to clear the view and find the correct supplier Click Create return to register your address Click Save to save the changes Retursedel Click Return slip to print or preview the return slip St ng Click Close to exit the Return registration view en Click Generate return no if you do not have a return number from the Registrerad C Slutford supplier Set the status for the return order by ticking Registered or Completed Register return order 1 2 3 4 7 8 9 10 Click Program in the menu bar and go to Order Return order Click New return Enter return number if you use a supplier series or click Generate return no to create a serial number Enter contact date and other information Select supplier by opening the list via the prompt GJ to find the supplier select it and click Ok Click Create ret
133. ns Select a sort order for the sale forecasts New Sale forecast 7 1 Click Program in the menu bar and select Sale support Sale forecast or click the icon 2 Click New 3 Click the prompt E and select the User for whom to create a sale forecast The logged in user is pre selected 4 Click the prompt in the Customer no field to select a customer for whom to make a sale forecast 5 Click in the Sales rep field and select from the list The logged in user is pre selected 6 Click in the Contact field and select a contact for the sale forecast 7 Click in the Existing product field and enter the desired information 8 Click in the Date field Select the correct date 9 Click in the Completion date field and selected the estimated completion date 10 Click in the Chance field and weigh the chances of bringing in the business 11 Click in the Product area field and use the prompt to select a product area for the forecast 12 Fill in the fields New product Qty and Competitors 13 Click in the Type field and select a financing type from the drop down list 14 Enter the period of the financing proposal in the Contract period field 15 Fill in the fields Turnover and Profit Profit probability is calculated on the basis of the weighting in Chance 16 Click in the Notes field if you want to add a comment about the sale forecast 17 Click in the Document field if you want to link a document to the forecast Browse
134. nt and want to specify the size of the rental part e Debit period Enter retrieve the debit period of the contract e Start date Enter the start date of the service contract The service contract cannot be debited before this date e End date Enter the end date of the service contract The service contract cannot be debited after this date e Text Here you write a text explaining the service contract Tick the Text on invoice checkbox e Financed service fee does not create order Tick this checkbox if you have included the cost of the service fee in the financing You register the contract as per usual because you want to include it in the statistics but with the checkbox ticked no order file is generated and hence no invoice e Latest contractual invoice For contractual invoicing the From and To dates are registered in this field 3 Group On call contract Here you register the on call fee and the parameters of the on call contract e Article no Enter retrieve the article for the on call fee e Designation The designation for the article e Cost price Enter the price of the article if the service is purchased from a third party e On call fee Enter the customer s on call fee 90 SOFTWARE Support Rental part This is used if you added the on call fee and the rent and want to specify the size of the rental part Debit period Enter retrieve the debit period of the contract Start date Enter the start da
135. nticked WinServ starts up and displays the ToDo list 128 SOFTWARE Support Suggest next ToDo Ticked When completing a ToDo item the window displays Next ToDo The user can close the window without registering a ToDo Unticked The feature is deactivated Require Next ToDo Ticked When completing a ToDo item the window displays Next ToDo The user cannot close the window without registering a ToDo Unticked The feature is deactivated Next ToDo Select how to view your ToDo in the drop down list N sta att gora visa n sta att g ra 7 Visa Ej nasta att gora Settings forecasts View everybody s sales forecasts Ticked Enables the user to see everybody s sales forecasts Unticked Closes the feature View sales forecasts All The field is greyed out View group sales forecasts Ticked Gives the user the right to view other group s sales forecasts list in the Sales forecasts window Unticked Closes the features Change group and View Group sales forecasts in the Sales forecasts window The fields are greyed out Other Colour active row Select desired colour for the active row Auto Start program Click the list arrow and select the desired program to open when the user logs in If the Hide ToDo when logging in checkbox is unticked two windows will appear and ToDo will open in front of the window you have selected to auto start Language Here you select the user language Own sorting calenda
136. o the system The view consists of a number of fields and tabs where the administrator sets the parameters to match the job description and skill of the user Besides access rights an account can also be linked to two directories on for technicians and one for sales reps Those directories are completely separate but a user can be linked to both Through the technician directory the system can track technician activities and through the sales rep directory it can assign a responsible sales rep to a customer and track sales activities Anv ndare Anv ndare Nicke Grupp 4 CJ Infoga grupp Ny gt Aktiv inloggad Inloggningstid 2007 01 12 Namn Niklas Johansson Ea Kopiera Spara Referensnamn Niklas Johansson L senord R ttighet att l sa upp anv ndare vid avbrott Uppdatera L senord giltigt i 0 dagar Fr n 2006 08 16 je St ng L senord upph r EJ Intermkod a ul Tekniker 02 Ga S ljare Open the User view 1 Click System in the menu bar 2 Select User 3 The User view is displayed View the Users list 1 Click CJ in the User field 2 The user list is opened Add new user This can be done in two ways Either you copy an existing user whose settings should be shared by the new users This eliminates the need to register all the tabs again or alternatively you create a new user Copy User 1 Click the button and enter retrieve a user that belongs to the same group and configur
137. obal message 1 Click Program in the menu bar and select Service Insert global message Select the filters you need to create a message on the object cards och sin tur felanm lan and for service orders e g model no segment etc 3 Click Periodic message and select the months in which to create the recurring message Click Insert message and enter Subject Click Document if you want to link a stored document Click Text and enter the message text Click in the Date field to change the date Click in the User field to change the user Click in the Viewed on service order from field if you do not want the message to be displayed until a certain date 10 Click in the Viewed on service order to field if you only want the message to be displayed until a certain date 11 Click Create when you have made your selection and want to insert a message on the object cards 1o OT or OT ES 37 SOFTWARE Support Stock In WinServ you can create Purchase orders see Technician stock where you also assign OP Order point and OQ Ordered Quantity Create Maintenance for technician stock Removal of stock and Indeliveries and Inventory Purchase order Ny best llning Click New purchase order or press Enter to clear the Purchase order view and open all fields for a new order a Click Create purchase order or press Enter to assign an order E 2 number and to complete the purchase order with name and article number etc Skapa
138. object soltera EEE Click Register counter or press F6 to open the lower fields for registration sonia Click Create invoice basis to invoice Click Clear field to clear the selected fields and replace the information ae Click Close to exit the Counter registration view Click Open to change the quantity in the contract e g if a customer fails to submit the counter reading for one quarter you need to change the quantity to allow for six months instead This eliminates the need to make temporary changes to the object card Oppna Counter registration 1 Click Program select Contracts and then Counter registration 2 Click New registration 3 Click in the Object no field and enter retrieve the object 4 Press Enter or F9 or click Register counter 5 The Read field is selected and you can enter the reported counter reading and press TAB The model determines which field is selected 6 Fill in Read date and press TAB 7 Fill in Read by and click Create invoice basis Invoices are created and sent to the business system if it is connected to WinServ If there is no business system the invoices are printed via Reports Invoicing 8 Click Close to exit the view 21 SOFTWARE Support Unit package This is a contract regulating the customer s purchase of consumables and toners necessary for an object s service interval Click Create order to invoice a unit package Click Close to exit the Unit package vi
139. on group In the Discussion group you create a forum for technicians The idea is to make it easier for a technician to pass on his her knowledge in order for the work to be performed more easily For example you can create an information bank Dti fon Click New discussion group to create a new forum Las inl go Click Read post to read what another technician has posted Baca s Click Monitored issues to follow up on specific issues Tr Click Close to exit the Discussion group view Create discussion group Click Program in the menu bar and select Service Discussion group Click New discussion group to create a new forum Enter a name for the discussion group Click Read contribution to read the responses from other technicians Click New contribution to comment or ask a new question Click Monitored issues to follow up on specific issues Click Read answer to read the responses from other technicians Click New answer to respond to someone else s contribution Click Monitor to prioritise a certain issue Click Close to exit the view Ne Or NEO U e w 34 SOFTWARE Support Service calendar Use drag and drop in the Service calendar to easily assign the various service orders to technicians and also to book several technicians for the same service order Serviceorderplanering Min 11 Sep 2005 em 30 1000 20 un 15 1 Select a date for the service order planning or select t
140. on the Service order tab Scheduled start Unticked The field is closed and the user cannot change the information Changed dispatched time completion Ticked The time that can be changed is found on the Service order tab Dispatched Unticked The field is closed and the user cannot change the information Change Description2 on order rows Ticked The user can change the text in the Desc2 field on the Invoice rows tab Unticked The field is closed and the user cannot change the text Change del article Ean on order rows Ticked The user can change the Delivered article on the Invoice rows tab Unticked The field is closed and the user cannot change the information Change cost price on order rows Ticked The user can change the cost price on the Invoice rows tab Unticked The field is closed and the user cannot change the information Change Sales price on order rows Ticked The user can change the sales price on the Invoice rows tab Unticked The field is closed and the user cannot change the information Change discount on order rows Ticked The user can change the field on the Invoice rows tab This is ticked if the user has the right to give customers discounts Unticked The field is closed and the user cannot change the information 132 SOFTWARE Support Change completed date Ticked The user can change register the time in the End time field on the Time registration tab Unticked The field is closed and the us
141. one number etc It can also be more complex information about for example an installation certificate used in the security industry The Forms tab is found for Contacts Customers Alarm forms Object Offers Service order Add form Click Parameters in the menu bar and select Forms Click on the first empty row and enter the name of the form e g Offer template Press TAB to go to the next field Press F4 to view the Open window Browse your way to the correct folder select the desired file and click Open Press TAB to go to the next field Press F4 to view the Select window Select the location from which the to activate the template and click Ok If you want the template to be available on the tab when you are working on a customer you select Customer if you want it to be an offer template select Offer etc 9 Press TAB until you come to a new row 10 Click Close when you are done ONDA 122 SOFTWARE Support Chapter 7 System Contents Users User groups System parameters Directory usage External programs 123 SOFTWARE Support System In System you manage all user groups and users as well as other system critical information You can make global information transfers updates and import export text files You can monitor directory usage and create systems bases for using WinServ The system administrator often has access to System USERS AND USER GROUPS GENERAL In order to us
142. or example All offers Make appointment in calendar 1 Click Program in the menu bar and select Sale support Calendar or click the E icon 2 Drag and drop to select the item in the calendar 3 Enter what you want to remember 45 SOFTWARE Support Press any key A new ToDo appears Click in the User field and select a user through the prompt The logged in user is pre selected Click in the Date field and select date and time for the ToDo item Click in the Sales rep field and select the sales rep concerned The logged in sales rep number is pre selected Click in the Activity field and select the desired activity through the prompt Click in the Header field and enter a header for the ToDo item Click in the Location field to describe where the ToDo item will take place Click in the ToDo field and enter the activity Click the Customer field and select a customer through the prompt Click in the Contact field and select the contact the ToDo relates to Tick the checkbox for Private or Priority to distinguish your appointments in the calendar Click Save to store the ToDo item in the calendar Complete appointment in Calendar AE un O OND Click Program in the menu bar and select Sale support Calendar or click the icon Double click the appointment Click in the Result field and enter the result of the ToDo item Click in the Document field to link a document to the ToDo item by browsing y
143. oraikoner O Krav p telefonnummer C D lj kundnamn i faktrurafil Basr nta 4 00 KPI 300 000 kon Text Krav p faxnummer C D l placering i fakturafil Objektnr Maskin nr off Krav p installationsdatum C D lj gatuadress i fakturafil j F rg jobbk F rg jobbtyper_W Krav p teknisk referens Dail ott i fakturafil Dbjektnamn Maskiner alcatel C Krav p E mail C D lj er referens i faktura fil Modellnr C terst ll jobbk O Krav ES avtalstyp C D lj ert marke i fakturafil Hodina Kopiera Ej tekn ref till ek ref CJ Krav p platskod O D lj finansavtalsnr i fakturafil 5 A C Skapa objektmap automatiskt Krav p serviceavtalstyp C D lj eget s kord i fakturafil Artikelnr f r elretur milidavgift 07200040E Inst dat Reservdel from LJ Automatiskt urval listor C D lj anm lt av i fakturafil wK E Ei inpris tj nsteartiklar C St ng ej iobbk automatiskt C D lj avtalsnr i fakturafil 145 SOFTWARE Support Texts tab On the Texts tab you change the text of the following printouts e Invoice Return Purcha Report card Service order Delivery receipt Service call confirmation Cost estimate Delivery note Service contract se order F retagsnamn Demobolaget AB Licensnr 10001 Foretagsuppaifter Tider kostnader Kataloger ISO Grundinst llningar Texter L pnr Backup PAR Uppdatera Import export Web Lam XML parametrar Licensierad till Demo
144. order 4 Group Contract document Here you enter a path to a folder on the server where you have stored your scanned and signed contractual documents You retrieve and read the document by clicking Ej or print it by clicking al 5 Group Image Here you enter a path to a folder on the server where you have stored your pictures of the object This displays a picture of the object on the object card 6 Group document Here you can store a text document for MS Notepad concerning the object the field s name is object number txt 7 Group template document This is a short cut for printing templates e g Contract template On call contract or Information leaflet Parameters tab Parameters are important settings both for linking the business system and for selecting lists and reports 1 Group Purchase Here you register you purchasing information for the object You can use a depreciation feature found under Reports Lists Master data Object Values depreciation Date of purchase Register the date when you purchased the object from your supplier Supplier Enter retrieve the supplier from whom you purchased the object Net book value Enter the net book value Accumulated depreciations Here you register the accumulated value of the depreciations when using the feature Values depreciation You can also manually enter the value Cost price Enter the purchase price of the object Invoice no Enter the supplier s invoice number 87
145. orm of reports e Completion service order Tick the checkbox to light the counter that you want the technician to register on the service order e Text on report card Enter your own text for the counter for example Report card colour e Type Select the counter type in the drop down list Select for example RV on the counter report Group counter location Enter the location or the procedure for reading the counter in order for the customer send the correct counter redaing on the report card Group fax attachment Enter retrieve the path to a document that you want to attach to the faxed report cards Product info tab Enter the product information for the model Group Product sheet e Path Enter retrieve the path to a product sheet e Web URL Enter the address to for example the supplier s web site where the product sheets are located Group Help file e Path Enter retrieve the path to a help file on the server Group rental article e Enter retrieve the article number for the rent of this model Group Cost price Enter the Cost price for the model Group Default service call type Enter retrieve the default service call type for this model s service calls Group Properties Register the model s size and weight in order to plan the storing of it in the stock 103 SOFTWARE Support Bitmap tab Enter retrieve the path to the bitmap image must be in bmp format of the model You can opt to have a picture of
146. orts Statistics Service call points Group Service call points per service call type If you assign service call points here you can create your own service call types and assign points to them The report can be found under Reports Statistics Service call points per service call type Group Object points Assign an object point to the model in order to weigh your objects The report can be found under Reports Lists Master data Object Points Consumption accessories tab Add the consumables belonging to the model You do the same with the model accessories but in Spare parts you can create a list from the history Consumption tab Uppdatera priser p alla maskinmodellers artiklar fr n artikelregister If you have made changes to your prices in the article directory you must update the prices on the model card with this button 104 SOFTWARE Support Kopiera forbrukningsdelar till reservdelar for denna modell Click this button if you want the consumables for this model to be available in the spare parts list as well un DT D a TD 7 ct ei S Radera reservdelslista for alla modeller Click this button to erase the spare parts list for all models Radera reservdelslista for denna modell Click this button to erase the spare parts list only for this model Skapa reservdelslista Click this button to create a spare parts list from the history i e the history of previously completed articles for this model
147. our way to the document Click in the fields Travel time Travel distance Per diem and Expenses to register those with the ToDo item This is for invoicing or salary bases Click in the Project field to link the ToDo item to a project Click in the From field to state from whom the ToDo item originated from Click the Completed checkbox Click Save to save the ToDo item Delete appointment in calendar Pw Click Program in the menu bar and select Sale support Calendar or click the icon Double click the appointment Click Erase to delete the ToDo item from the calendar Confirm delete by clicking Yes 46 SOFTWARE Support Customer survey In Customer survey you can make surveys of for example what the customer s impression is of your company Here is where you create the various surveys you want to distribute Click New to create a new survey Click Save to save the survey Click Close to exit the Customer survey view Create Customer survey Click Program in the menu bar and select Service Customer survey Click New to create a new survey Click in the Survey no field and assign a number to the survey Use the TAB key to go to the Name field and assign a name to it Use the TAB key to go to the Date field and assign a date to the survey Click Save to save the survey TO create more surveys repeat steps 1 5 Click Close to exit the Customer survey view CaO Ue ANS Customer survey questions In Custom
148. out invoice checkbox and sales price Group Internal code You can have several companies in WinServ and use internal codes to send the order file to different folders for registering with different companies in the business application You select it here but its master data is registered under Parameters Object Internal code 16 SOFTWARE Support Group Alternative customer no Enter retrieve the customer number to send this invoice to a different invoice recipient from the one stated on the object card Group Currency Here you ensure that the correct currency code is included in the service order s order file Group Articles You double click the article you want to add to the invoice row This top ten list is created under Model and is based on the previously reported articles Group Add Explained above Group Send to Explained above Report material and services create invoice basis QUE AIN 7 8 9 10 11 12 Open the desired service order see View Service order Click the Order rows tab Click in the Article no gt gt filed or press F4 to view the article directory Select the article and click ot J If necessary enter the warehouse from which the part should be taken Go to the Qty field by using the TAB key and enter the quantity used in Ordered and Delivered Go to the next field by pressing TAB Tick the box under Invoice to invoice the articles An empty Checkbox means that the ar
149. ow the article is packaged e g six pack Sales packaging State how the article is packaged Environment Return fee Enter the sum here if you want the article to generate an invoice row with an environmental fee e Latest invoice Displays when the article was last invoiced in an order Bitmap tab Path State the path to the folder in which you saved the bitmap image of the article Notes tab Internal notes Here is where you save notes pertaining to the article 173 SOFTWARE Support Stock tab Lists the articles in the different technician stocks Stock transactions tab Lists the stock transactions generated by the article Web tab e Group View article in This controls in which WinServ Online client the article is displayed e Group Image Here is where you enter the path to the folder in which the bitmap is saved in order to display an image of the article in your online store e Group Information Here is where you include information about the article for the customer Structure tab Here is where you register the sub articles for the article selected as main article e when you have ticked the Main article checkbox in Structure on the Information tab You can also total the prices for the main article by ticking the checkbox Total to main article on the sub article Click Total cost price to see the sum total of the sub articles cost price Click Total sales price to see the sum total of the sub articles sale
150. period field 12 Enter retrieve the desired Debit period e g Q1 meaning quarterly invoicing starting in January 13 Press TAB until you come to the End date field and enter the date 2099 12 31 14 Click Update to save or click Save to save and exit Service tab 1 Group Contract Service contract to Enter the period of the contract On call contract to Enter the period of the contract Extend period Enter the period for the extension of the contract Service contract type Enter the type of contract to register The service contract types are created in Parameters Object Service contract types Articles debited from Enter the date from which articles are no longer included in the service contract Contract prices fixed to Enter the date at which the contract is affected by price changes Contract signed by Enter the name of the person who signed the contract for the customer Date Enter the date for the signing of the Service contract Special terms Here you include any special terms that apply to the service contract 2 Group Service contract Enter the service fee for the service contract e Article no Enter retrieve the article for the service fee e Designation The designation for the article e Costs price Enter the price of the article if the service is purchased from a third party e Service fee Enter the customer s service fee e Rental part This is used if you added the service fee and the re
151. port Prospekt gt kund Transfers the sales support information to a real customer number This feature is used by anyone who lists all the customers in a business system and then imports them to WinServ New customer Click Master data in the menu bar and select Customers Click New Click in the Legal name field and enter the desired name Press TAB after every registration and enter the desired customer information in each field When you are finished click Update to save the information Click the Organisation tab and enter the desired information Click the Parameters tab and add check the information VAT code Category District Sales rep Delivery method Payment terms Technician etc 8 Click Save to save and exit ANAIS New prospective customer Click Master data in the menu bar and select Customers Click New prospect Click in the Legal name field and enter the desired name Press TAB after each registration and enter the desired customer information Click Save to save and exit PLANS Change the customer number of an existing customer Click Master data in the menu bar and select Customers Click Change number Click in the Enter previous no field and enter the number you want to change Press TAB to go to the Enter new no field and enter the desired customer number Click Ok You are asked to confirm click Yes You are asked to confirm again click Yes A new customer number is generated
152. pport Return visit automatic pop up when the service order is completed If a technician for some reason was unable to complete a service call you use the Return visit feature The system allows for changes enabling the person who cancels a service order to set up a return visit in connection with the completion of a service call The new service call is assigned the same order number as the starting order with the extension 01 added on at the end Bekr fta 2 y vill du skapa terbes k f r jobbnr 95 Maskin nr 27JF13350 Kund Eriks Pl t Create return visit 1 When asked to create a return visit click Yes 2 The service order window opens or is placed in the Return visit queue depending on your service order alternatives in System parameters A new Service order is created using information based on the previous Service order Enter the necessary information in Incoming service call Click Save to save and close The service order is placed in the Return visit service order queue DUAL View Service order There are several ways of viewing registered service orders Two ways of viewing service orders from the Service order view are outlined below If you know the order no Click Program select Order and then Service order The Service order view is displayed Click in the Order no field and enter the order no Press TAB or F9 to view the selected service order DAWNE If you do not know the order no C
153. program I Uppdatera Ej lagerplats hylla vid import Web l sare CAProgramiintemet Explorer WIEXPLORE EXE ne Faxprogram Laserfax Svensk y Microsoft Word je Program Microsoft Office Office WIN WORD EXE ae Ordertill gg Microsoft Excel EsPragramiMicrosoft Office Office EXCEL EXE m Prefix Jobb Order re Acrobat Reader E Program Adobe Acrobat 5 0 ReaderActoRd32 exe E Suffix Order ida r S kv g dokument Suffix Jobb Dokument objekt C Program WinServ DemodataNicke Data Dokument E Dokument avtal E ProgramWinSer DemodataNicke D ata Dokument ee Dokument kunder EProgramWinSer DemodataNicke D ata Dokument Wordmallar CAProgramiWinServiDock He m WinSery Fax E mail server WinServ e mail fax server Katalog for e mailfiler E T E mail L pnr 0 Katalog f r faxfiler a I Fax Lin 0 4 Start MS Word and select Link document Dokument3 Microsoft Word ess i e 7 Stavning och grammatik F7 Normal z Times New Roman y d Referensinformation Alt Klicka TER Spr k gt infoga fall z Reparera bruten text R kna ord Y Ar LJ Sammanfattning Delad arbetsyta Sp ra ndringar Ctrl Skift E J mf r och sammanfoga dokument Skydda dokument Samarbete online Koppla dokument Makro visa verktygsf ltet Kop Mallar och till gg Kuvert och etiketter Alternativ f r autokorrigering Bre
154. r 1 Ga till Nytt projekt Projekt 1 Ulvsunda slott Ort Kund Adress Ort S ljare 3 Drottningholms Referens al Ge Css 36 SOFTWARE Support Insert global message This feature enables you to insert a message to the technician on a service order Use filters to link them to certain projects Click Create when you have made your selection and want to insert a message on the object cards Click Close to exit the view Tick a month in the field Viewed on service order to create a periodic message Infoga globalt meddelande From Visas serviceorder V Periodmeddelande Jan v Feb Mars April Maj Juni Culi Augusti C Sept Okt Nov Maskin nr Modellnr Typ Segment Kundnr Kategori Distrikt S ljare Avtalstyp Platskod olololololololololola Servicetyp Dec S kord Infoga meddelande mne Byte av maskindekaler Dokument C Documents and SettingstniklasiMallarwinword doc a SJ Text Gl m inte att byta dekaler p samtliga maskiner Skall vara genomf rt under februari m nad Datum 2006 09 11 F Visas p serviceorder from 2007 02 01 Anv ndare NICKE fer Visas p serviceorder tom AIME EJ Fill in the fields Subject Text or link a stored document to Insert message Create Insert gl
155. r Here you determine your own sort order of technicians in the service calendar E mail Enter your e mail address here if you want your sender address to be displayed on your WinServ e mails Printer cash receipts Here you enter the path to your cash receipt printer 129 SOFTWARE Support Rights tab This tab contains four areas for defining user rights Incoming service call Completing service call General Orders Select rights 1 Click L Markera ala S to select all rights or select the desired right 2 Click to save Inst llningar R ttigheter Blanketter Program Rapporter Historik Basregister Parametrar System Jobbk er Verktygsf lt Kataloger Web ndra m rke ndra utpris p orderrader D lj redan anm ld ndra rabatt p orderrader R ttigheter Anm lan jobb Avbokning jobb Y Anm la Jobb M Andra arbetstid Y Boka Jobb M ndra restid Allm nt M Delegera Jobb M Andra reskm Y Ta bort maskin M Slutf ra Jobb Y ndra TB minuter timbank V Andra senaste avtalsfakt uppdebiterat f lten debtyp ack typ Y Andra anm ld tid M ndra anm ld tid avbokning 7 Ta bort att gira M ndra planerad tid M Andra planerad tid avbokning V Ta bort kontaktperson Y Andra bokad tid M ndra delegerad tid avbokning Y Ta bort seviceorder f rbrukningsorder order 4 Andra delegerad tid Y Andra ben mning2 p orderrader M Andra E mail M ndra levart Ean p
156. r history for the selected object Export Service order history to text file 1 2 3 4 5 6 Click History in the menu bar and select Service order history Click the Export button This allows you to export service order history to the text file JOBHIST TXT The text file is located in the folder chosen for export in System System parameters Folders Use the filters to set the parameters for the export of history Select a sort order in the Choose sort order field Click OK to export the service order history Export Service order history to Excel Click History in the menu bar and select Service order history Click the Excel button This allows you to transfer the service history to MS Excel Use the filters to set the parameters for the transfer of service order history Select a sort order in the Choose sort order field Click OK to transfer the service order history Reverse Order 6 7 8 9 10 Click History in the menu bar and select Service order history Select the order to reverse Click the Reverse order button You will be asked Do you want to reverse the order xxx with order queue with Registered status Click Yes to reverse order 69 SOFTWARE Support Order history On the Order history tab you can change move or delete the history Click Save to save the selection Click Reverse order to reverse the order to Registered Click the Excel button to view your select
157. r ink jet printer that needs special settings Settings are made on the Forms tab Unique settings for each user include No of copies and Margins Back up manager This is used by companies that do not have an automated backup feature Ticked Activates the back up feature when WinServ is closed It is ticked for the person responsible for back ups The feature requires the following system parameters settings to work Click System Click System parameters Select Back up Click in the field Source enter path and files and select the WinServ data folder Click in the field Destination enter path and browse to the desired back up folder Click Save oo Ne Kataloger Kalla ange sokvag och filer DE EJ Destination ange s kv g E Picture Back up settings Backup WinServ 2 e Backup WinServ From C ProgramiWinServIlIBACKUPY to Picture Appears to the back up manager when he she exits WinServ Unticked Deactivates the Back up feature Settings ToDo View everybody s ToDo Ticked Enables the user to see everybody s ToDo Unticked Deactivates the feature The field is greyed out View group ToDo Ticked Gives the user the tight to view other group s ToDo list in the ToDo window Unticked Closes the features Change group and View Group ToDo in the ToDo window The fields are greyed out Hide ToDo when logging in Ticked ToDo is not displayed when WinServ is started U
158. r view is displayed 3 Click GJ by the Order no field to view the order list 4 Select status All to list all existing consumption orders or select the status assigned to the order 5 Select the Consumption order from the list Click Ok or double click the order row The Consumption order is displayed NA Order In Order you create an offer based on customer information and article numbers that after confirmation by the customer is converted to an Order Ny order Click New order to create a new order Click Create order to register data This assigns an order number Skapa order Ny kund Click New to create a quick set up of a new customer apap Click Save to save the changes Uppsala Click Update to save data without closing the view Stang Click Close to exit the Order view Utskifter Offert Bekr ftelse Best llning F ljesedel Kontantk vitto Click the button corresponding to the print template you need Status Tick the appropriate status box and click Save O Registrerad OQ Web Best ld Slutford This enables you to distinguish between the orders and to know their status 20 SOFTWARE Support Skapa serviceorder Click Create service order if you want to create a service order in connection with Order Click To equipment if you want to add articles to the object s equipment list Click Create forecast to make a forecast of the Order Register Order 1 2 3 Click Prog
159. ra modellben mningar Uppdatera serviceorderadresser Forbrukn tillbehor Avtalshistorik Kontaktpersoner Best llningar Uppdatera underobjekt Uppdatera tillbehorsbenamningar Korrigera infoga Uppdatera kategori Nollst lla lager Infoga maskininst llningar Kopiera fel avbokningskod 1 Radera maskinmeddelande Ta boit tidtransaktioner Uppdatera betvillkor Infoga kundinst llningar Ta bort jobb Ta bort prognoser Nollst lla lagertransaktioner Global borttag objekt Uppdatera leveranss tt Infoga personinst llningar Uppdatera responstid Uppdatera inpris p avtalsartiklar Ta bort inpris p tj nsteartiklar i historik Skapa objektnr Infoga mellanrum i postnr Utbyte versaler Byte av anv ndare att g ra Kopiera instdatum till reservd deb 148 SOFTWARE Support Import export tab Here you import or export files in or out of the various directories e g Articles Customer Machine models You determine in which folder to place files for import and export by entering a path on the Folders tab F retagsnamn Demobolaget AB Licensnr 10001 Licensierad till Demobolaget Anv ndare 2 F retagsuppgifter Tider kostnader Kataloger ISO Grundinst llningar Texter L pnr Backup PAR Uppdatera Import export Web Lam XML parametrar Artiklar Kunder Leverant rer Kontaktpersoner Prismatris kunder Kundanteckningar Import med u
160. ram in the menu bar and select Orders or click the icon Click New order or press Enter Enter Orderer or click the prompt GJ to retrieve the correct contact from the list and click OK Enter customer number and retrieve the information from the database by pressing F9 or click the prompt GJ search for the object select it and click OK Click Create order or press Enter to register data This assigns an order number Most fields are filled in with information from the customer card and from what you entered under Orderer See 3 above Those fields can be edited Fill in the fields Order mark Your contact or Text if you want to display them on the invoice Fins the article you want to sell either by selecting the Article no field and pressing F4 or by clicking Article number or Description in the article field and open the list Find the correct article and click Ok Ensure that the correct article quantity and price are displayed in the article row Include all the articles the customer wants in the article row and check the order Select the Status in which to save your order e g Ordered if you have ordered the articles to be included Web when the order is placed through Customer on line and Completed when the order is done 10 Click Save to save the Order Text tab For writing your offer Customer order history tab Displays previous orders to the customer Price matrix tab Displays articles or services for whi
161. rate the PM service call Group Times Here you set Response and Start times which means that it overrides both Model and Customer response times and indicates how the service order ends up in the service call queue e Response time Enter the number of working hours within which the service call must be started e Start time Enter the number of working hours within which the service call must be completed Group start fee service call Generate a start fee by entering a sum in the Start fee field and selecting an article for the start fee in System parameters Basic settings General Group Default service call type If you enter retrieve a service call type in Default service call type all service orders will be created with this service call type 96 SOFTWARE Support Group Reconditioning Enter information about whether a second hand object has been reconditioned e Performed Tick Performed if the Object has been reconditioned The object will be searchable in the Second hand report if you select Reconditioned in the report e Technician Enter retrieve the technician who performed the reconditioning e Date Enter the date of the reconditioning e Text Here you take down notes about the reconditioning Group service document Enter a path to a saved service document There are also quick keys for opening and printing the document Group Installed by technician Enter the name of the technician who installed the object
162. re is risk of repeatedly registering the same error report for the object Bekr fta 2 Redan anm ld jobbnr 3655 01 anm lt 2004 02 23 Tid 10 04 av Olle Karlsson tekn 02 Forts tt registrera serviceorder Picture Warning about a service call already having been registered 131 SOFTWARE Support Completing service call Setting for the user when he she opens and changes an existing service order Change work time Ticked The user can change register work time Unticked The field is closed and the user cannot change register the information Change travel time Ticked The user can change register travel time Unticked The field is closed and the user cannot change register the information Change travel distance Ticked The user can change register travel distance Unticked The field is closed and the user cannot change register the information Change TB minutes time bank TB is automatically calculated Start time minus End time the time in the TB field That time will be deducted from the time bank balance Ticked The user cannot change the TB field Unticked The field is closed and the user cannot change the information Change incoming time completion Ticked The time that can be changed is found on the Service order tab in the Incoming field Unticked The field is closed and the user cannot change the information Changed scheduled time completion Ticked The time that can be changed is found
163. rint to preview or print the selection Skapa basorder Click Create base order when you are done Those will be registered in the consumption order queue Radera allt Click Erase all if you are not satisfied with your selection and want to make a new one aE Click Close to exit the Base order consumption view Click in the status field and select the status of the base order Ange status y R Registered or C Completed Create base order consumption Click Program in the menu bar and select Order Base order consumption Make your selection in the Filter fields Assign a Status to the base orders Click Create selection to view the selection you made Click Print to preview or print the selection Click Create base order when you are done Those will be placed in the consumption order queue 7 Click Close to exit the Base order consumption view DUAL 24 SOFTWARE Support Interval order consumption In Interval order consumption you create consumption orders in fixed intervals Skapa urval After making your selection in the filter fields click Create selection to view it before creating the interval order consumption Utskrift Click Print to preview or print the selection skapare Click Create order when you are done Those will be registered in the consumption order queue Radera allt Click Erase all if you are unsatisfied with your selection and want to make a new one St ng Click Close to exit the
164. rt Service The Service tab includes Group dispatch Work schedule PM service call Interval service Discussion group Service calendar and Insert global message Group dispatch On the Service Group dispatch tab you can switch service orders from one queue to another and also dispatch them to a specific technician 0 St ng af Click Ok to make your selection Click Close to exit the Group dispatch view _ F rsta post Click First item to go to the first row of the group dispatch selection Sista post LE Click Last item to go to the last row of the group dispatch selection Click Service order to print the dispatched service orders Group dispatch service order gr gt DRE O OND Click Program in the menu bar and select Service Group dispatch Click and select the queue from which to dispatch in Select order status Click and select the queue you want to dispatch to in Select new order status Click and select Sort order to sort the service orders for planning purposes Click in the Call type District Region Customer no Technician Object type or Model type to lock the list after making the selection Click in the Insert technician and enter retrieve the desired technician for the service order Tick the Assign checkbox in the list for the object whose status you want to change Click Ok to make your selection Click Close to exit the Group dispatch service order view Print group dispatched servi
165. rval Import Import Export med urval Export Export med urval Export Inl sning extemprislista Import kundprospect Import Import Maskinmodeller Att gora Jobbpo ng Prismatris kunder rabatt Prognoser Import i i il Export Export Export Export it ih il il il if itt Export till outlook Modellartiklar F rbrukning Modellartiklar Reservdelar Prismatris maskiner Kontakter objekt Kampanjartiklar Restv rde avskrivningar Import Import Import Export il il il il i di Web tab Here you configure the basic settings for the Online services Service Sales and Customer F retagsnamn Demobolaget AB Licensnr 10001 Licensierad til Demobolaget Anv ndare x mm Rn if as F retagsuppgifter Tider kostnader Kataloger Iso Grundinstallningar Texter L pnr Backup PAR Uppdatera Import export Web Larm XML parametrar Virtuell katalog IIS Web Server f r dokument Villkor Winsery Online Customer Serviceorderanm lan Objekt Avtal Kunder F rbrukningsorder Inst llningar Status vid nytt jobb w v Orderregistrering Jobbtyp vid nytt jobb 3 CJ DO Visa inpris web O visa hj lptext vid inloggning Beth Hj lptext Winserv Online Customer Basorder Antal Inloggningar innan sp rrad S nd E mail meddelande om nya order M tarst llning E mail ny order
166. rvice order Click Create selection and preview the list Click Create call to create a service order from the selection Those are placed in Booked calls Click Close to exit the Work schedule view 30 SOFTWARE Support PM Order Here is where you create PM Pre maintenance service calls in the form of service orders Those require registration of No of days and Qty on the model card or object card Skapa urval Click Create selection when you have made your selection and want to preview the list Radera allt Click Erase all if you are not satisfied with the selection Skapa jobb Click Create call when you are satisfied with the selection and want to create a PM service call from it St ng Click Close to exit the Create PM service call view PM dagar e Styrt av respektive modells Pm f rslag to create the service call C Ange intervall i dagar C Skapa fr n senaste PM Om PM jobbet intr ffar en helgdag Skapa In the PM days field you select the way in which In the field If PM falls on a holiday you can choose whether to create the service call for a C Skapa men v lj ist llet n stkommande arbetsdag holiday or not Create PM service call OF UTA DN ES xN Click Program in the menu bar and select Service PM service call Make your selection in the form of Date Object no etc Select Call type Status Priority Task code This information is compulsory Also select Technician and Tim
167. rvice orders automatically Interval service 1 Click Program in the menu bar and select Service Interval service 2 Select the According to Interval service month feature 3 Click the desired month under Select interval service Month for which to generate service calls e g M creates service orders for all objects that are set to be serviced in May 4 Click in the Enter service call type field and enter retrieve service call type 5 Click the list arrow by the Enter status field and select the service call queue in which to view the service calls 6 Click in the Enter hour field and enter the time of day at which to start the service call 8 eight am 7 Click in the Enter time field and enter the estimated time for the service call 3 three hours 8 Click in the Text field and enter the desired service call description e g Maintenance according to service contract 9 Click Create order when you are done The service calls are transferred to the selected service call queue 10 Click Close when ready Group Calculated quantities a Quantity per year Enter for example the number of copies or cups per year b Operational hours per year Enter the number hours in operation per year Group PM Here you enter the values that are used if you use the function Create PM service call e Days Enter the number of days for which to generate the PM service call e Quantity Enter the number of copies or cups for which to gene
168. s e To add paths to new programs you must have access rights to System External programs This is described in the System section 58 SOFTWARE Support Chapter 3 Reports Contents Reports Lists Master data Lists Parameters Statistics History Stock Results analysis Time transactions Survey Report card Service order Invoice basis Invoicing Price changes Sale suppo VVVVVVVVVVV VV V O 9 AY SOFTWARE Support Reports The menu bar contains a tab called Reports It contains statistics and bases of everything you register in WinServ These reports are structured with filters that you apply depending on what you want the report to contain There are also some additional features and sort orders that can be use to finalise the report Lists In Lists you print all the various orders on hand Lists Master data Lists Master data contains all the information from Customer Contact Supplier Technician Article Object Service contracts or Model You can also make a register export of this information or export it to Excel to check that the data are correct Lists Parameters In Lists System register you can print lists of all codes and basic parameters you have entered into the WinServ system Statistics Statistics contain appropriate reports on everything pertaining to orders History History contains everything that has been registered for completed orders contractual invoicing
169. s 3 Press TAB to get to the next row 4 Repeat until completed 5 Click Save to save and close Delete Object type 1 Click Parameters Installation Alarm settings Object type 2 Select the protocol you wish to delete 3 Click Delete 4 The Confirm dialogue is shown 5 Click Yes to delete 6 Click Close to exit Rules and regulations Rules and regulations In order for an installation to be approved it must meet a number of security regulations Those regulations are described in various sets of rules e g SSF 130 6 If an installation does not fulfil the regulations it cannot be approved In WinServ you register the necessary rules and regulations for the documentation of the installations Any departure from regulations are documented in Regulation departures Follow the instructions below to create the rules and regulations that your organisation needs Add Rules and regulations Click Parameters Installation Alarm settings Rules and regulations Click in the first row and enter the desired object Press TAB to go to the next row Repeat until completed Click Save to save and close ULB whe Delete Rules and regulations Click Parameters Installation Alarm settings Rules and regulations Select the rules and regulations you wish to delete Click Delete The Confirm dialogue is shown Click Yes to delete Click Close to exit DER AD 118 SOFTWARE Support Regulation departure texts In the system
170. s customer check with your ERP supplier e Environment Return fee order Tick the checkbox if you want his customer s orders to add an environmental article with a percentage addition You must add a percentage for the articles that should have an environmental article and you must create an article as an environmental fee in System parameters Basic settings General e Delivery fee order Tick the checkbox if you want to add a delivery fee to the orders You must also tick the checkbox for the article to have a delivery fee as well as state in System parameters Basic settings General an article number for the delivery fee and an minimum amount that e orders below that amount generates a delivery fee e Start fee service order Tick the checkbox if you want to add a start fee to the article row when creating a service order You must enter retrieve an article under System parameters Basic settings General and Article no for start fee e Do NOT create invoice basis order file Tick the checkbox if you do not want to generate an order file when completing an order for this customer e Require Order mark Tick the checkbox to require an order mark to be entered on new orders for this customer Group Customer sales rep Enter the sales reps responsible for this customer For example sales reps with different areas of responsibility Group Customer Category Enter the catagory the customer belongs to in order to display reports in ca
171. s price Alarm tab On the Alarm tab you register article information specific to alarms Group Settings e Article type Select the article type e g Card reader or Camera Equipment no Register a number for the equipment No of sections If the article can have several sections you register them here Approved Tick the appropriate checkbox if the article is approved or not Character If the article can have several characters you retrieve enter them here Character type Enter the character type here Main alarm type Select the main type of alarm in the drop down list Exclude from equipment list Tick the checkbox if article is a service or other type of article that should be excluded from the equipment list e Work time State the work time for the article Group Power consumption State the power consumption of the article e Capacity mA e Current standby mA e Current alarm mA Service order tab Displays if the article is included in an invoice row on any of the current service orders Consumption order tab Displays if the article is included in an invoice row on any of the current consumption orders 74 SOFTWARE Support Order tab Displays if the article is included in an invoice row on any of the current orders Purchase order tab Displays if the article is included in an invoice row on any of the current purchase orders Ny Creates a New customer and saves it in the WinServ Customers listing Every
172. s to System directory Inst llningar R ttigheter Blanketter Program Rapporter Historik Basregister Parametrar System Jobbk er Verktygsf lt Kataloger Web Tillg ng til Markera alla M Systemregister Avmarkera alla Service call queues tab Here you determine how the user s service call queues are displayed Inst llningar R ttigheter Blanketter Program Rapporter Historik Basregister Parametrar System Jobbk er Verktygsf lt Kataloger Web dias a Tid for uppdatering k er ol sekunder Jobbtyp fa eg ap CAWINDOWS Media ding wav OO Crest Distrikt 5 Region Bl Maskintyp O Tekniker ol C M jlighet till omsortering i k er 140 SOFTWARE Support Toolbar tab Here you select the buttons to be visible in the toolbar icon row Inst llningar R ttigheter Blanketter Program Rapporter Historik Basregister Parametrar System Jobbk er Verktygsf lt Kataloger Web D lj knappar i verktygsf lt C Serviceorder C Gruppdelegering TERTE C M tarst llningsregistrering O E mail a Avmarkera alla Tidregistrering C tt g ra C Enhetspaketorder C Kontakter C Avtalsfakturering O Kunder C F rbrukningsorder C Maskiner C Order C Prognos O Status C Kalender att g ra C Teknikerstatus C Kalender jobb C Distriktstatus C Anteckningar C St mpelklocka Click Select all to tick all checkboxes Click Deselect all to untick
173. se when creating your interval service orders see below V lj intervallservice M nad Valjar 2006 w V lj dag i m nad 01 v Oy Or OM da OM OQ Os M OS do ON JD Select the year or month in which to create interval service orders This period can be registered on the object card enabling you to create service orders on the first day of the selected month s Infoga Ate sl Tekniker lm Prioritet s Bl Protokoll MA Arbetskod PM _ Status vw From kl v Tom kl I B Text J Arbetstid p Bifoga dokument Gd Debiteringsperiod a Here you select the Status and Priority for the interval service orders You can also select Call type Technician Task code Protocol Time etc Skapa serviceorder viss dag Click Create order for specific date in the function M 4 field to enable this function Ange nskad servicedag La gt Select the date on which to create the interval service order Skapa serviceorder n sta servicedag Click Next service date in the function field to enable this function Select the date interval you want WinServ to From E Tom GJ check regarding the pre determined service date on the object card 32 SOFTWARE Support Skapa serviceorder mellan datum From Tom Y Man M v Fre v v m Wow wi or al Upprepa var 1 vw e vecka p l Ons S v Sin v Y Cl Tor v vi Click Creat
174. sh It also displays the time when it was dispatched You can make notes of any downtimes in order to prioritise This is also where you register one or more technicians if you want to be able to book them in the Service order calendar fe Click the symbol to view technicians stored under Booked technicians Click Multi days to book on or more technicians for more than one day Click the symbol to add the start time for the call Real time cancelling A Zl Click the symbol to update the times Delivery address tab Here you view or edit the address to the service call object You select a delivery address either for one customer or for all Other tab This is where you set cost caps and make notes of temporary accessories if anything has been lended or set internal codes or technicians bonuses You can also see if this order was created through an Order Original order no and what order no it belongs to in case the technician needs to know which parts have been installed 11 SOFTWARE Support Preliminary calculation tab Here you enter the budget for the service call in order to compare it to the deviation in a report Invoice recipient tab Here you retrieve an alternative invoice recipient in case the invoice is to be sent to another company than the normal recipient Register Service order 1 Click Service order in the menu bar 2 Create a new service order by clicking New order Meet 3 Select the ob
175. so possible to make conversions and view Price history Sale support Sale support contains reports on everything pertaining to you sale support such as information on competitors sales reports sales forecasts ToDo lists and much more 61 SOFTWARE Support Chapter 4 History Contents Contract history Consumption order history Rental order history optional Service order history Order history 62 SOFTWARE Support History The History menu contains Contract history Consumption order history Rental order history optional Service order history and Order history It enables you to read everything done to an order as well as move delete or change its history You can also export data to a text file or to Excel Contract history On the Contract history tab you can change move or delete the history You can also export data in Spara Click Save to save the selection Uppdatera Click Update to save the selection without closing the view Global borttag Click Global delete to delete copy or contract history for one or more objects Flytta historik Click Move history to move copy or contract history to another object Click Export to create a text file with your selection The text file is placed in the folder determined under System System parameters Folders Click the Excel button to view your selection in Excel lt oy 2 oy lt an ating Click Close to exit the Contract history view
176. ssigns an order number Andra order Click Edit order to Ny kund Click New customer to create a quick set up of a new customer Spara Click Save to save the changes you made St ng Click Close to exit the Rental order view T Click Confirm to print or e mail the confirmation of the rental order to a Bekr ftelse customer fal Click Delivery note to print a delivery note to a customer Kontantkvitto Click Cash receipt to print a cash receipt to a customer Status Tick the appropriate status box and click Save Registrerad O web O Slutf rd This enables you to distinguish between the orders and know their status Register Rental order 1 Click Program in the menu bar and go to Order Rental order 2 Click New order or press Enter 3 Enter Orderer or click the prompt CJ to retrieve the correct contact from the list and click Ok OK 4 Enter customer no and retrieve the information from the database by pressing F9 or click the prompt GJ search for the object select it and click OK 5 Click Create order or press Enter to register data This assigns an order number 6 Most fields are filled in with information from the customer card and from what you entered under Orderer See 3 above Those fields can be edited Fill in the fields Order mark Your contact or Text if you want to display them on the invoice 7 Fins the article you want to lease out either by selecting the Article no field and pressing F4 or by
177. st the supplier s contacts and contact information e Contact Phone Fax E mail Web EAN code Customer no Method of delivery Corporate ID Economy tab Enter the payment information for the supplier e Bank giro e Plus giro e Currency e Terms of payment Notes tab Here you take down notes about the supplier Bitmap tab Here you enter for example the path to a picture of the supplier or the building Purchase order tab Lists all the registered and completed purchase orders for this supplier Alarm tab NOTE security industry only Links the supplier with the emergency service or surveillance centre or both You enter the phone numbers for the larmbord customer services etc You can also create delete or generate busy transmitter codes 85 SOFTWARE Support Object WinServ consists of an extensive object directory Each object has a unique object number and invoice recipient and is described by a model Every invoice recipient can be linked to an infinite number of objects Every object e service object can have unique properties depending on equipment service interval contract etc The properties for each service object are documented in the WinServ object directory Service objects can have many different names In the WinServ system settings you can change the name from Object and Object number to something more befitting the company Below are some examples of object names in different indu
178. ster Parametrar System Hj lp F nster ee gt EY e gt i oa BAD Statistik gt Systemregister b Kontakter Historik Serviceorderlista Leverant rer Lager gt Bokade tekniker Tekniker rl Resultat gt F rbrukningsorderlista Artiklar f 1 r Tidredovisning gt Orderlista Avaiftskontroll Enkat gt Inneliggande F rbrukningsorderrader Serviceavtal gt Avtalsint kter p Rapportkort Inneliggande orderrader Modeller Artikelkontroll p Serviceorder gt Inneliggande order alla ordertyper Begagnade Fakturaunderlag gt Brev F Fakturering E mail Ny Maskiner Pris ndringar gt Finansiering 5 S ljst d gt F rbrukningsavtal N sta service F renklad lista i a E Garantier Sim Serviceorder Tidredovisning Fakturarader Tillh rande Retur garanti Maskiner Kund Modell Intern lista Protokoll Utskrifter Avvikelser m lt arb Komplett lista r Utskrifter Kod gt gt a Kontaktlista mn Registerexport kontakter Excel Textfil i p Lista a 5 ls i CELL Meddelande fasta Meddelande MIF Rapport Periodisering Po ng Prismatris v Pris ndringshistorik PM Lista Rapportkortskontroll Registerexport Excel Textfil Responstids starttidskontroll Servicedagar Timbank Tilbeh r Utg ende avtal Uppsagda avtal v rden v a nu A 1111193 Tider Leveransadress Datum Sign Dok v AMAN 2 Select the information to export by ti
179. stnader Kataloger 150 Grundinst llningar Texter L pnr Backup PAR Uppdatera Import export web Larm XML parametrar Sre Protocol Aktiveringskod Src Version XML Path Sre Value Customerno Src Datatype Countrycode Sre Datavalue Ftp Ip Dest Protocol Ftp Username Dest Version Ftp Password Dest Value Ftp In Dir Dest Datatype Ftp Out Dir Dest Datavalue O Testl ge Doc Schema Wsp Path Doc Release Doc Type Rout Inprot Rout Outprot Rout Inversion Rout Dutversion Fleetplanmer Rout Intrade Import Queue Rout Duttrade Export Queue 150 SOFTWARE Support Directory usage Under Directory usage you can view the number of Customers Articles Objects and much more that you have and can have in the directory This is to keep track of for example the number of articles in order to ensure that they are not too numerous as that would slow down the system or even cause it to crash Registerutnyttjande Antal Max Kvar Utnyttjat 2 Kunder 313 10000 6887 31 13 Leverant rer 527 110000 19473 15 27 Tekniker 10000 8989 om Artiklar 1100000 65029 34 971 Maskinmodeller 10000 9965 Maskiner 75 10000 9925 Jobbhistark 164 100000 39836 F rbrukade delar 354 100000 99646 0 354 Kopie avtalshist 100000 99853 y Logg 100000 193520 Alt g ra 110000 9975 I Kontaktpersoner 2 10000 13548 Jobb _ 1
180. stries Object Object no Machine Machine no Office supplies Vending Establishment Establishment no Security industry List Lift no Lift industry Venue Venue no Electricity Cleaning industry License License no Computer industry Click New to create a new object Generera nr Click Generate no in connection with creating a new object This creates an object number based on a pre defined series Nummerbyte Click Change number to change the object number Assuming you used the above feature Generate no when creating a new object you can then use Change number to change that to another number later Spara l Click Save to save and close the view Utskrift Click Print to print the object card TEETE Click Start end invoice to phase a new object into the correct debiting period for contracts and fees or to send the final invoice Borttag Click Delete to remove an object from the directory Uppdatera Click Update to save registered data without losing the information in the view Snabbuppl gan Click Quick set up to quickly create a new object St ng Click Close to exit the Object view Bence Click Service order to create a service order through the object card mna Click Consumption order to create a consumption order through the object card Click Retrieve customer information to transfer address and parameter settings from the selected customer to the object This is a quick way of transferring information to objec
181. system It contains tabs such as e Installation e Equipment e Notes 99 SOFTWARE Support Electronics tab Specific tab for the alarm and security industry where you store data about an installation s electronics system It contains tabs such as e Installation e Equipment e Notes Fire fighting equipment Specific tab for the alarm and security industry where you store data about all fire fighting appliances in an installation Door tab Specific tab for the alarm and security industry where you store data about all the doors in an installation Emergency medical alarm tab Specific tab for the alarm and security industry where you store data about the installation s emergency medical alarms its scope and what to do in case of an alarm License tab Here is where you store all the licenses pertaining to the object Delivery address tab Displays all the object s delivery addresses Commission tab Here you take down notes about any commission from suppliers concerning the object 100 SOFTWARE Support Model When a new object is added to the WinServ object directory Model is used to describe the object s main characteristics Using the model directory you can also select and retrieve lists and reports about any service object of the same model You can also create an accessories list link consumables and create a spare parts list for every model This facilitates the service work and streamlines completion o
182. t Start slutfaktura fons Kopiebolaget AB fStorg12 STOCHOLM al Jouravtal tom I Kopplad Borttag Meza H mta kunduppgifter Kopiebolaget AB Storg 12 STOCHOLM Aktiv E nativa St ng Dator Larm Passage CCTV Brandre 4 Maskin nr Modellnr Kundnr N sta service Installation Parametrar Avtal Avgifter Tillbeh r Prismatris Inst llningar Historik Meddelande Dokument Blanketter q Order Personer Service R kneverk Staffling Timbank Gruppavtal rakneverk 1 Huvudmaskin JHuvon P Huvud Maskinnr gt gt Modell Modelnamn Undermaskiner The main machine s machine number must be registered for the sub machine Installation Parametrar Avtal Avgifter Tillbeh r Prismatris Inst llningar Historik Meddelande Dokument Blanketter Order Personer Dator l Larm Passage CCTY Brandre 4 gt Service R kneverk Staffing Gruppavtal Timbank Rapportkort a F rbrukning Text parapportkort Utskrift from Utskrift tom Text f r r kneverk reset CV Rapport j Ki E 1 al i F 0821212122 O I Rapportkort via fax Fax 2 Saldo rg ia E mail E mail 3 I Rapportkort via E mail mail Utskick Status Erh llit ooo I Visa ej fg matarstalining Postadress Storg 12 2006 03 29 Fakturerad y 4 A ST I F rseni il Post 120 01 STOCHOLM ie F rseningsavgift ostnr cee Tillaodo 0 00 I Fa Alternativt kundnr
183. t El and select the User for whom to create a ToDo item The logged in user is pre selected Click in the Date field to set date and time for the ToDo item Click in the Sales rep field and select from the list Click in the Activity field and select an activity for the ToDo item Enter the desired information in the fields Header Location and ToDo Click in the Customer no field and select the customer Click in the Contact field and select the contact Click Save to save and exit Carrying out ToDo 1 Click Program in the menu bar and select Sale support ToDo or click the icon 2 Select the ToDo item you want to carry out and click Edit Enter the actions you performed for the contact in the Results field 3 Click in the fields Travel time Travel distance Per diem and Expenses to report those through WinServ 4 Tick Completed and click Save A new ToDo item appears and you continue the editing of contacts and customers Delete ToDo 15 Click Program in the menu bar and select Sale support ToDo or click the icon 16 Select the ToDo item you want to delete and click Edit or double click the row 17 Click Erase 42 SOFTWARE Support Create Todo Here you can create several ToDo items with certain activities for all customers with a certain category sales rep district or customer number This enables you to create several activities for all your sales reps at the same time Skapa att
184. t from the customer e H mta kunduppgifter 86 SOFTWARE Support New object 1 Click Master data in the menu bar and select Object 2 Click New 3 Click Generate no to assign a unique object number or click in the Object no fields and enter the desired number 4 Click in the Object type field and enter retrieve the desired object type 5 Click in the Customer no field and enter retrieve the desired customer number The selected customer number will be the invoice recipient for the object 6 Press TAB 7 Click Retrieve customer information The information from the selected customer number is transferred to the object Installation tab 1 Group Installation address The address for the customer is transferred here If the object is listed under another address than the customer address you register it here together with other object specific information 2 Group Notes Here you make notes about the object and decide whether to display those notes on the service order or not You can also add a fixed message that is permanently visible on the service under Message on the printed service order 3 Group contacts Here you register the various contacts and their phone numbers and e mail addresses You can e mail those contacts by clicking El to send the e mail through your server s SMTP service or click to send it through MS Outlook Express You can also register an order mark that is visible on the service
185. tant tient eu 59 LISS hr pont nd O 60 Lists Master data umi ca DC 60 ListsParaMeteS usina da esse 60 Status o dc 60 HISTON A e o A 60 SACS EE EE E EEEE EEE TE A EIN TITAN ASEA ETERN EIN SES 60 Result Ala 60 Time registrato 555 iia detesens causes isasudansdeagseeestasestaafadeeniestereccsaaeeees 60 SUVs oia 60 Report card iieri anana i a Sulevecavonddvacsblaces a KRANEN RER ANA SN SNR tes 60 SEFVIC Od E sia S ad 61 Invoice basis iii 61 IO VOICIN PRE NEN ORDNA RRD cavaene derusnee tee esseach aveienen vevaecn secs 61 A OT 61 SAG SUP DOME EET esse seen mass sense en asc ie MTL a Sous re Ses ae inc nie tas 61 Chapter 4 HISTORY 0 62 Contract histoire hdi RM eine nine retiennent int ba ERA AR 63 Consumption order history ir KKR KR RK RR KRK RAR AR RR KR RR RR RR 65 Rental Order history ds 67 Service order history eme enana isa 68 A AS AAA 70 Chapter 5 MASTER DATA zs dun nd AO nn anna cccncnnannccnnonnnccnn nn RR ARK R RAR KRA ARR RAR KR RR RA 71 A OT AAA AAA 72 ACA AAA Le 75 Contacts 6 AAA A AAA 81 Suppliers BAB A O O cc 84 Object NT AY o 86 A ca oca eo sno agan Bon k n nn an rnnnn k nn n RA RAR 101 TEChnIciAn RS O TA cnn 106 Chapter 6 PARAMETERS A cinc 109 Parameters General PE UN A A e conan anar 111 Article parameters A A A MA cc 112 Article groups A A nn nm mn cran nm anrm anne nm nnrnnnens 112 Unit directory Rise seen enenenre nec danna KRA RKA RR RR R KKR RR KKR
186. te of the on call contract The on call contract cannot be debited before this date End date Enter the end date of the on call contract The on call contract cannot be debited after this date Text Here you write a text explaining the on call contract Tick the Text on invoice checkbox 4 Group Cancelled Here you register information pertaining to the cancellation of a contract Cancelled on Enter retrieve the date for the cancellation This date is searchable in the Cancelled contracts report e Cancelled by Enter the name of the person who cancelled the contract e Comment Enter a comment about why the contract was cancelled e End debit on Enter the date of the final debiting for the object e End debit by Enter the name of the person who made final debiting for the object 5 Group Alternative customer no for contractual invoicing e Customer no Enter retrieve the customer number if different from the object s customer number that you want the invoice for the contract to be sent to 6 Group Index Here you add an indexation in order to add an index weighed increase as an order row together with the service fee when completing a service order Index lists must be maintained e Index Enter retrieve the index code e Start index Enter the start index Counter tab 1 Group Report card Enter the report card settings e Report card Tick the checkbox if a report card should be sent to the customer The period is
187. tera referens to update it for all the customer s objects Order mark Decide whether to attach an order mark to vour orders in order for the customer to allocate them to an account Click the button to update it for all the customer s objects E mail Enter the customer s official address e g info Click the icons to send an e mail A either through the SMTP address al or through your e mail client Sl Web Enter the official web site of the customer Click the dl icon to open the web site EAN code Enter the EAN code of the workplace Bank giro Enter the customer s bank giro number Plus giro Enter the customer s bank giro number Country code Enter the customer s country code if it is an overseas company Currency Enter the customer s currency if it is an overseas company Type of company Enter the type of company e g limited SNI code main business The Central Statistics Office has codes for trade They can be entered here SNI code secondary business The Central Statistics Office has codes for trade They can be entered here Credit rating Enter the customer s credit rating Annual accounts month Enter the month in which the customer balances the annual accounts PARID Enter the customer s ID with the Postal Services Address Register PAR CFAR no Enter the customer s CFAR number County code Enter the customer s county code A Region Enter the customer s region Employees Enter the custo
188. ticle automatically is priced at SEK 0 on the invoice Go to the next field by pressing TAB Check that Cost price Sales price and discount are correct Save the row by pressing TAB until the cursor reaches a new row Repeat the procedure for every article to be added changed Change the status to Completed when all invoice rows are added and the service order is complete Click Save to save and close Counters tab Objects are equipped with more and more counters and therefore the usual four counters are insufficient For that reason we have created a tab for dynamic counters where you list the counters if you want more than four Fixed tab Here is where you enter the counters when using only four Dynamic tab Here you can enter an infinite number of counters It is activated by a checkbox in System System parameters Basic settings Contractual debiting Return Warranty tab The Return Warranty tab is used to manage your returned objects or spare parts Click Create return to transfer the parts to a return order That enables you to print a return slip to attach to the spare part eS ae Click Return form to create a return form for the object e g in case of DOA 17 SOFTWARE Support Bekr fta r vill du verf r delar till ny returorder 123 Maskin nr 100015 1 Kund Kopiebolaget AB Protocols tab If you have set up a protocol for what needs to be done regarding service for a specific object under P
189. till detta programaysnitt Picture This is displayed when the user tries to open a program to which he has no access rights 136 SOFTWARE Support Reports tab Click in the Access to field Tick the checkboxes next to the reports to which the user is granted access Lists Statistics History Stock Result Time registration Survey Report card Service order Invoice basis Price changes Click Select all to tick all checkboxes Click Deselect all to untick all checkboxes Inst llningar R ttigheter Blanketter Program Rapporter Historik Basregister Parametrar System Jobbk er Verktygsf lt Kataloger Web Tillg ng till Rapporter i illg ng till Markera alla Listor ae Avmarkera alla Statistik Historik Lager Resultat Tidredovisning Enk t Rapportkort Serviceorder Faktureringsunderlag x 9 S 9 9 E E Pris ndringar 137 SOFTWARE Support History Tick the checkbox next to the history to which the user is granted access and printing rights tab Ongoing service call Service call history Contract history Consumption order history Order history Time history Click Select all to tick all checkboxes Click Deselect all to untick all checkboxes Inst llningar R ttigheter Blanketter Program Rapporter Historik Basregister Parametrar System Jobbk er Verktygsf lt Kataloger Web Tillg
190. ting will be displayed under Parameters Object Alarm settings TRANSFER TYPES Transfer types Here you register the ways in which an installation can transfer information through the ordinary phone network mobile telephony or another way Below are some examples of transfer types e PSTN Land line telephony e GSM Mobile telephony e GPRS Mobile telephony e 3G Mobile telephony e Multicom Telecom network for secure alarm transfer All Transfer types Click Parameters Installation Alarm settings and select Transfer types Click in the first row and enter desired transfer type e g PSTN Press TAB to get to the next row Repeat until completed Click Save to save and close SD Rae Delete Transfer type Click Parameters Installation Alarm settings and select Transfer types Select the transfer type you wish to delete Click Delete The Confirm dialogue is shown Click Yes to delete Click Close to exit OL EN Transfer protocol A transfer protocol comprises technical instructions for alarm transfers A protocol is the language in which transmitter and receiver communicate Some common languages for transferring alarms in Sweden are e SIA e Robofon e Multicom Add Transfer protocol Click Parameters Installation Alarm settings and select Transfer protocol 1 Click in the first row and enter the desired protocol e g SIA 116 SOFTWARE Support 2 Press TAB to go to the next row 3 Repeat until complet
191. to customer no select search in the list Click Update to save data without closing the Contacts view Continue updating the other tabs or create a ToDo item Click Save to save and exit New prospective customer 1 Click Master data in the menu bar and select Contacts 2 Click New prospect 3 Click Generate prospect no to create a serial number for the prospect 4 Untick the Prospect checkbox to create a customer in the customers listing Prospect is pre selected 5 Click in the Legal name field and enter the desired name 6 Press TAB after each registration and enter the desired customer information 7 Click Save to save and exit ToDo tab Displays all the active ToDo items as well as the completed ones pertaining to the contact You can also create a new ToDo item or change an existing one Group ToDo customer Lists all the ToDo items not completed for the customer Group History contact Lists all the ToDo items completed for this contact Forecast tab Here is where you view create or change the forecast of ongoing transactions with this customer and your contact 82 SOFTWARE Support Object tab Lists all the objects registered for the customer Competitor tab Here is where you register information about the competition in order to know what you are up against and be able to prepare Profile tab Here you register information about the contact in order to create a profile on him This helps in select
192. to the time registration 0 Click in the fields Counter From To and No of km to assign a distance to the time registration 11 Click in the Reason field to assign a reason to the time registration E DINES Y HONA 49 SOFTWARE Support 12 Click in the Expenses field if there are expenses linked to the time registration 13 Click Save to save and exit Delete Time registration Click Program in the menu bar and select Time registration Select the time registration to delete Click X in the menu bar You are asked to confirm click Yes The time registration is deleted and the view cleared Click Close to exit the window OUT D DA Export time transaction 1 Click Program in the menu bar and select Time registration 2 Click the Export button 3 This allows you to export time transaction history to the text file TIDTRANS TXT The text file is located in the folder chosen for export in System System parameters Folders 4 Click OK to confirm the export of time transaction history Export Time transaction to Excel 1 Click Program in the menu bar and select Time registration 2 Click the Excel button 3 This allows you to transfer the time transaction history to MS Excel Time registration Service order This feature is used if you have a long running service order with several technicians and only want to register the times to one service order The benefit of this is the small amount of administration needed
193. togory Object tab Displays the objects registered to this customer It also displays the current service orders and consumption orders as well as their history Contacts tab Displays your contacts at the customer s You can also create a new contact or change an existing one ToDo tab Displays all of the customer s ToDo items i e all the present and past activities for the customer You can also create a new ToDo item or change an existing one Forecast tab Displays all the forecasts for the customer i e what you think you will be able to sell to the customer in order for the sales management to be able to plan ahead You can also create a new forecast or change an existing one Competitor tab Displays the competitors objects giving you an edge in selling to the customer You can also create a new ToDo item or change an existing one 79 SOFTWARE Support Price matrix tab Enter the customer s discounts Group Price matrix Enter a price matrix for the articles you want to give the customer a discount for you can choose from a price list net price percent discount and can use the date fields to limit the discount in time If you tick the checkbox Also article group discount the article gets that discount as well Group Article group discount Enter a price matrix for the article groups you want to give the customer a discount for you can choose a percent discount and use the date fields to limit the discount i
194. u must enter a date from which the articles should be debited preferably the same date as the installation date Depending on your choices the service order s Invoiced checkbox is ticked or unticked and sales price added You can always change this checkbox Aside from the link to a service order there is automatic monitoring of the service contract s extending see below The Contract tab has sub tabs such as Service Counter Staggering Group contract and Time bank which are described below Add Service contract Click the Contract tab Click in the Service contract to field Enter a date for the expiration of the service contract and press TAB Click in the Extend period and enter the number of days with which the service contract should be extended Extension of a contract is automatic Click in the Service contract type field Enter retrieve the desired service contract type and press TAB Click in the Articles debited from field and enter a date from which the articles completed on a service order should be invoiced If the service fee does not cover the cost of consumption and work time etc enter the same date as the installation date 8 Click in the Article no field under Service contract 9 Enter retrieve the desired article for the service fee 10 Press TAB until you come to the Service fee field and enter the amount to be debited SIS NI 89 SOFTWARE Support 11 Press TAB until you come to the Deb
195. umulate Included minutes with Time bank balance in contractual invoicing Tick the checkbox to add the new contract invoice s minutes to the existing balance e Invoice excess minutes in contractual invoicing Tick the checkbox to clear the accumulated excess minutes in contractual invoicing e Transfer Included minutes to Balance minutes in contractual invoicing Tick the checkbox if you want the customer s remaining time bank balance to be lost and to send a new invoice for x number of minutes to the customer Article no Enter the article for the Time bank contract Fee Enter Time bank fee Start date Enter the starting date for the contract End date Enter the end date for the contract 6 Group Other Here you can round off work and travel time entries e Rounded off work time You can round off the work time to the nearest quarter half or whole hour e Rounded off travel time You can round off the travel time to the nearest quarter half or whole hour e Default travel minutes Enter a template for travel time in minutes Fees tab Add fees to the object debited in connection with Counter registration or Contractual invoicing You can also invoice it through your own debit period e g H1 which could be rent debited every quarter e Article no Enter the article number for the fee Cost price Enter the cost price for the fee in cases when they are purchased by a third party Sales price Enter the sales price for the fee
196. urn to register your or the customer s address information for the supplier to know where to send the replacements Find the article to be returned in the article directory by clicking Artikelnr gt gt or Description in the Article field and open the list Find the correct article and click Ok Ensure that you have the correct article and quantity Click Return slip to preview or print the return slip to send the articles to the supplier Click Save to save the return order Complete return order 1 2 Click Program in the menu bar and go to Order Return order Enter the return number and press F9 to retrieve the order from the database or click the prompt G by the Return no field to view the order list select the correct return order and When you receive the replacement parts from the supplier you fill in the Completed date and Sign fields Tick the Completed checkbox and click Save to save your return order 23 SOFTWARE Support Base order consumption Base order can generate consumption orders structured like a schedule by retrieving information about consumption from the object card On the Settings tab on the object card the Base order field must be registered and in the Price matrix field articles must be selected as well as the month s in which to generate them Skapa urval After making your selection in the filter fields click Create selection to view it before creating the base order Utskrift Click P
197. ut being classified as a back job Group PM Enter the period in days and number of copies during which the object should function between Pre Maintenance or maintenance service This enables you to create service orders with Program Service PM service call e Days Enter the number of days during which the object should operate between PMs e Quantity Enter the number of copies for which the object should operate between PMs Group Reliability Enter the number of days and copies during which the object should operate in order to be classified a reliable e Days Enter the number of days during which the object should operate in order to be classified as reliable e Quantity Enter the number of copies for which the object should operate in order to be classified as reliable Group work time In this grid enter estimated work time for different service call types for the model 102 SOFTWARE Support Counters tab Configure the counters for the object with this model Group Counter e Report card counter registration Tick the checkbox for the counter you want to open in the counter registration for this model e Checking registration against service order Tick the checkbox for the counter against which the system should make a check The check is made against the counter that the technician reported in the latest service order e Statistics Tick the checkbox for the counter from which you want statistics in the f
198. verse order button 4 You will be asked Do you want to reverse the order xxx with order queue with Registered status 5 Click Yes to reverse the order 70 SOFTWARE Support Contents Chapter 5 Master data Articles Customers Contacts Suppliers Object Model Technician Vas 71 SOFTWARE Support Articles In WinServ you can create anything from simple individual articles to advances structural articles Clears the Articles view and opens all fields for new registration of an article Saves and exits Saves registered data without exiting the view Closes the Articles window Creates a new article on the basis of an existing one Skapa ny Model Creates a new model using Article as a template Creates a new model in the models listing New article 1 Click Master data in the menu bar and select Articles 2 Click New 3 Click in the Article no field and enter an article number e g A001 4 Click Designation 1 and enter the name for the article e g Labour cost normal 5 Click Designation 2 and enter the text Can be used to continue the text that cannot fit under Designation 1 6 Click in the Article group field and enter retrieve the requested group 7 View the Information tab 8 Click in the field Cost price and enter the internal cost cost price 9 Click in the Sales pricel and enter the price for price list 1 Sales price 2 for price list 2 etc 10 Click Save to save an
199. vguiden Anpassa Alternativ IAE a S 158 SOFTWARE Support 5 Select the document 6 Select label alternative 7 Select your label see box and click OK type to use Select labels Then click Next Select recipient and click Next Starting document 3 Yx Etikettalternativ ES Skrivarinformation O Matrisskrivare 2 _ Y lj dokumenttyp alj startdokument Laserskrivare Kassett Standardkassett V lj automati vilken typ av dokument arbetar du vilka inst llningar vill du ange f r Etikettinformation med adressetiketter Etiketter Avery A4 och AS v O Brev Anv nd aktuellt dokument a N ndra dokumentlayout C2160 Dekal a Eemo E postmeddelanden ae we C2163 Dekal Typ Dekal O Rima B rja med ett befintligt dokument C2166 Deka eae selene C2180 Del i C2241 Dekal Bredd 9 9 cm O Etiketter es C2242 Dekal Sidstorlek A4 210 x 297 mm i i i i C2243 Dekal Y O Katalog Klicka p Etikettalternativ om du vill v lja en etikettstorlek Etiketter Etkettaternativ bor Skriv ut adressetiketter f r ett grupputskick Klicka p N sta om du vill forts tta Steg 2 av 6 N sta V lj mottagare Steg 1 av 6 F reg ende V lj dokumenttyp N sta Startdokument 159 SOFTWARE Support 8 Select your created directory 9 Select for example Contacts txt and click Open export in the form of a txt file Click Browse
200. w the windows you opened should be viewed according to the Windows standard You can choose to view them side by side or overlapping horizontally or vertically You can also choose to view tool bar status bar and whether to arrange icons or not You can minimize all windows and restore all open windows Display_Options 4 y Tool bar v Status bar Cascade Tile Horizontally Tile Yerticalls v Auto Arrange Icons Minimize all Windows Restore all Windows Arrange Icons 155 SOFTWARE Support Chapter 10 Other Contents Link document Group contract Keys 156 SOFTWARE Support Stockholm September 2 2006 Link document Office 2003 Link document is a feature in MS Word that enables you to link for example address information in order to send dispatches to your customers You can export Contacts object from WinServ which means that you can get the addresses of contacts for the object Those can in turn be linked to MS making impossible to print those addresses on for example labels Do the following 1 Select the directory export from which to export addresses It could be for example Directory export customers Contacts or as in this case Directory export contacts for the object The directory export can also be made through a survey where you can export service orders completed within a certain time period and with a certain service call WinServ Arkiv Program ECS Historik Basregi
201. what has been done 17 Click Save to save the purchase order while waiting for the goods to arrive 18 When the goods are delivered go to Program Stock Purchase order and open the purchase order either by using the prompt and finding the order or by entering the order number and pressing F9 38 SOFTWARE Support 19 20 21 22 Click in the article row and enter the quantity received and tick the Indelivery box Continue until all the article rows have been completed Click Indelivery to register the articles in the stock Tick Completed in the status field Click Save The purchase order and indelivery are now completed Delete purchase order 9 10 Click Program in the menu bar and select Service Purchase orders Click in the Purchase order no field and enter retrieve the purchase order to be deleted Click A Delete You are asked to confirm click Yes The purchase order is deleted and the view cleared Click Close to exit the window Technician stock Lists the stock of a selected technician You can also enter new OPs Order Points e a minimum stock level If it falls below that level you will be asked to create a new purchase order Reports Stock Purchase order proposal OQ Order Quantity tells you how many to order for every purchase order and Max limits the quantity to a certain level You can also add aisle and shelf Forsta post Sista post ndra Utskrift St ng Clic
202. y Select the order to reverse Click the Reverse order button You will be asked Do you want to reverse the order xxx with order queue with Registered status Click Yes to reverse order 67 SOFTWARE Support Service order history On the Service order history tab you can change move or delete the history You can also export data in various ways Click Save to save the selection Etta historik Click Move history to move Service order history to another object opens Click Update to save the selection without closing the view Global borttag Click Global delete to delete Service order history for one or more objects Aterfor jobb Click Reverse order to reverse the order to Registered Export Click Export to create a text file of your selection The text file is placed in the folder determined under System System parameters Folders E Click the Excel button to view your selection in Excel Del Click the Protocol button to print the protocol history for a service order EL SEO Click Close to exit the Service order history view Wisa Alla Endast faktura Endast ej faktura Wisa 6 Alla O Endast ej utskrivet Endast utskrivet Find the right order number 8 Click History in the menu bar and select Service order history 9 Click in the Order no field enter the order number and press TAB or F9 You can also click the prompt GJ and select the order number in the list 10 Tick No invoice only
203. y to add the next one 4 Click Close to exit the Campaigns view CUSTOMER PARAMETERS Suggested customer parameters Terms of payment net per 10 days net per 20 days net per 30 days Cash Cost estimate District Information is retrieved from the business system Alternatively create your own E mail recipient Here you list e mail recipients for the WinServ mail sender Company types 10 Business customer 20 Public sector 30 Private customer 40 Limited company Category 10 Bonnier 20 Familjebost der 30 SEB 40 The Police Customer contract Here you enter customer contracts that can be linked to a customer Customer price list Here you enter price lists that can be linked to a customer Delivery terms 1 ex our stock 2 free shipping 3 picked up by customer Method of delivery 1 Technician 2 Courier 3 Post 4 Picked up 113 SOFTWARE Support Country codes Here you add the country codes This is useful for customers that have overseas operations Post code table The PAR Postal services Address Register post code table is downloaded by WinServ before delivery Project types Here you add the different project types This enables you to link different projects under the same type in reports Project groups Here you add different project groups This enables you to link different projects under the same group in reports Project 10 BPA M leri 11 Arboga kommun 12 Huddinge sjukhus Regions 10 North
204. your way to the location of the document by clicking the prompt E 18 Click Save to save and exit 44 SOFTWARE Support Complete Sale forecast pa Click Program in the menu bar and select Sale support Sale forecast or click the icon Select the forecast you want to complete and click Edit Click in the Results field and enter the achieved result Click in the Reason field and enter the reason for that result Click in the Project field to link the sale forecast to a project Tick any of the checkboxes Ended customer relation Order confirmation or Order for statistics and follow up 7 Tick the Completed checkbox and click Save OL BIN Delete Sale forecast 1 Click Program in the menu bar and select Sale support Sale forecast or click the icon 2 Select the forecast you want to delete and click Edit or double click the row 3 Click Erase Calendar In the calendar you can block periods of the day in order to keep track of when you have appointments Click Print to make a printout of the calendar Click Close to exit the calendar view Click the icon to get a map to the customer s address if he is registered in the calendar Urval Status Alla NM Anv ndare NIJO v Grupp Alla vi Aktivitet Alla NM El NS Use the drop down lists to make selections in the calendar You can view Not completed Completed and All You can choose which calendar to view You can also choose which activity to view f

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