Biller EditBillGroup - Revision history

Sofial: Marked this version for translation

2023-02-28T09:30:07Z

Marked this version for translation

← Older revision		Revision as of 09:30, 28 February 2023
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	<translate>		<translate>
	== Book Services on Organization Groups ==		== Book Services on Organization Groups == <!--T:1-->

			<!--T:2-->
	With the '''book on organization group''' function, you can book one or more [[{{Link}}Service\|services]] on a selected [[{{Link}}Organisation Group\|organization group]] at the same time.		With the '''book on organization group''' function, you can book one or more [[{{Link}}Service\|services]] on a selected [[{{Link}}Organisation Group\|organization group]] at the same time.

	=== How to - Select an Organization Group to Book a Service On (Advanced options) ===		=== How to - Select an Organization Group to Book a Service On (Advanced options) === <!--T:3-->

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	# Use the [[{{Link}}Organisation MainSearch\|search function]] to find the organization group you want to book the service on		# Use the [[{{Link}}Organisation MainSearch\|search function]] to find the organization group you want to book the service on
	# Check the corresponding box		# Check the corresponding box
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	# Select '''advanced options'''		# Select '''advanced options'''

	=== How to - Show Services to Book (Advanced options) ===		=== How to - Show Services to Book (Advanced options) === <!--T:5-->

			<!--T:6-->
	:* Under '''objects and services''', you can see a summary of the already booked services, sorted on the objects. The names are clickable. If you click on a group, detailed information is shown in the '''detailed''' field. The '''type''', '''name''', '''info''', '''price''', '''start date''', '''end date''', '''organization group''' and '''person''' are shown, and there is a possibility to edit individual bookings.		:* Under '''objects and services''', you can see a summary of the already booked services, sorted on the objects. The names are clickable. If you click on a group, detailed information is shown in the '''detailed''' field. The '''type''', '''name''', '''info''', '''price''', '''start date''', '''end date''', '''organization group''' and '''person''' are shown, and there is a possibility to edit individual bookings.
	:* If you want to see inactive [[{{Link}}Service\|services]] as well, uncheck the '''display only active bookings''' box.		:* If you want to see inactive [[{{Link}}Service\|services]] as well, uncheck the '''display only active bookings''' box.
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	:* By checking the box in the '''favorites''' column [[Image:Icon Favourite.png]], you can place that service at the top of the list for future use.		:* By checking the box in the '''favorites''' column [[Image:Icon Favourite.png]], you can place that service at the top of the list for future use.

	=== How to - Filter Selectable Services ===		=== How to - Filter Selectable Services === <!--T:7-->

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	# To filter your selectable services:		# To filter your selectable services:
	#:* Use the [[{{Link}}Toolbar\|toolbar]]		#:* Use the [[{{Link}}Toolbar\|toolbar]]
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	#:** ''The filter button [[Image:Icon Filter.png]] is highlighted in blue when filter is applied''		#:** ''The filter button [[Image:Icon Filter.png]] is highlighted in blue when filter is applied''

	=== How to - Book Services on Organization Groups (Advanced options) ===		=== How to - Book Services on Organization Groups (Advanced options) === <!--T:9-->

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	# Define a '''start date for new bookings''' in the start date field (the earliest possible date is shown above the table, and today's date is shown as the default date)		# Define a '''start date for new bookings''' in the start date field (the earliest possible date is shown above the table, and today's date is shown as the default date)
	# Select the service(s) to be booked for the group by checking the box in the '''choose service''' column		# Select the service(s) to be booked for the group by checking the box in the '''choose service''' column
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	#:* The booking is placed on the organization group, and at the top of the page the number of affected groups are shown		#:* The booking is placed on the organization group, and at the top of the page the number of affected groups are shown

	=== How to - Book Services on Organization Groups (Quick booking) ===		=== How to - Book Services on Organization Groups (Quick booking) === <!--T:11-->

			<!--T:12-->
	# Use the [[{{Link}}Organisation MainSearch\|search function]] to find the organization group you want to book the service on		# Use the [[{{Link}}Organisation MainSearch\|search function]] to find the organization group you want to book the service on
	# Check the corresponding box		# Check the corresponding box
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	#:* The subscription is booked with today´s date		#:* The subscription is booked with today´s date

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	'''Note:''' If an inactive organization group is selected no booking will be made		'''Note:''' If an inactive organization group is selected no booking will be made

	=== How to - Edit Bookings on Organization Groups ===		=== How to - Edit Bookings on Organization Groups === <!--T:14-->

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	# Use the [[{{Link}}Organisation MainSearch\|search function]] to find the organization group that you want to change a booking for		# Use the [[{{Link}}Organisation MainSearch\|search function]] to find the organization group that you want to change a booking for
	# Check the corresponding box		# Check the corresponding box

Toptiuser: Created page with " == Book Services on Organization Groups == With the '''book on organization group''' function, you can book one or more services on a selected organization group at the same time. === How to - Select an Organization Group to Book a Service On (Advanced options) === # Use the search function to find the organization group you want to book the service on # Check the corres..."

2023-01-13T19:23:29Z

Created page with "<translate> == Book Services on Organization Groups == With the '''book on organization group''' function, you can book one or more [[{{Link}}Service|services]] on a selected [[{{Link}}Organisation Group|organization group]] at the same time. === How to - Select an Organization Group to Book a Service On (Advanced options) === # Use the [[{{Link}}Organisation MainSearch|search function]] to find the organization group you want to book the service on # Check the corres..."

New page

<translate>
== Book Services on Organization Groups ==

With the '''book on organization group''' function, you can book one or more [[{{Link}}Service|services]] on a selected [[{{Link}}Organisation Group|organization group]] at the same time.

=== How to - Select an Organization Group to Book a Service On (Advanced options) ===

# Use the [[{{Link}}Organisation MainSearch|search function]] to find the organization group you want to book the service on
# Check the corresponding box
# Select '''book service''' in the action menu [[Image:Icon Links.png]]
# Select '''advanced options'''

=== How to - Show Services to Book (Advanced options) ===

:* Under '''objects and services''', you can see a summary of the already booked services, sorted on the objects. The names are clickable. If you click on a group, detailed information is shown in the '''detailed''' field. The '''type''', '''name''', '''info''', '''price''', '''start date''', '''end date''', '''organization group''' and '''person''' are shown, and there is a possibility to edit individual bookings.
:* If you want to see inactive [[{{Link}}Service|services]] as well, uncheck the '''display only active bookings''' box.
:* In the table under '''services''', the bookable services are shown. Information about what organization group the booking is placed on is shown above the table.
:* The table can contain several pages. Click a number to go to the corresponding page.
:* By checking the box in the '''favorites''' column [[Image:Icon Favourite.png]], you can place that service at the top of the list for future use.

=== How to - Filter Selectable Services ===

# To filter your selectable services:
#:* Use the [[{{Link}}Toolbar|toolbar]]
#:*: - or -
#:* Click the filter button [[Image:Icon Filter.png]] in a column header to select what values to show
#:** ''The filter button [[Image:Icon Filter.png]] is highlighted in blue when filter is applied''

=== How to - Book Services on Organization Groups (Advanced options) ===

# Define a '''start date for new bookings''' in the start date field (the earliest possible date is shown above the table, and today's date is shown as the default date)
# Select the service(s) to be booked for the group by checking the box in the '''choose service''' column
# If you want to add specific information about a booking, enter the information for that service in the '''info''' field
# If the same service is to be booked several times, define the number in the '''no. of''' field
# If the service is of the [[{{Link}}Service Type|service type]] ''single payment service (variable)'', the '''price''' must also be defined
# Click '''book'''
#:* The booking is placed on the organization group, and at the top of the page the number of affected groups are shown

=== How to - Book Services on Organization Groups (Quick booking) ===

# Use the [[{{Link}}Organisation MainSearch|search function]] to find the organization group you want to book the service on
# Check the corresponding box
# Select '''book service''' in the action menu [[Image:Icon Links.png]]
# Select a service in the list
#:* ''Selected favorites [[Image:Icon Favourite.png]] are shown at the top of the list''
# If the service is of the [[{{Link}}Service Type|service type]] ''single payment service (variable)'', the '''price''' must also be defined
#:* Add a price and/or an info for all rows in '''set all''' and press '''apply'''
#:: - or -
#:* Add an individual price and/or an info per row
# If the service is of the [[{{Link}}Service Type|service type]] ''subscription service'', you have the ability to set an end date
#:* Check the box to the right of the end date field and set an '''end date'''
# Click '''book'''
#:* The subscription is booked with today´s date

'''Note:''' If an inactive organization group is selected no booking will be made

=== How to - Edit Bookings on Organization Groups ===

# Use the [[{{Link}}Organisation MainSearch|search function]] to find the organization group that you want to change a booking for
# Check the corresponding box
# Select '''book service''' in the action menu [[Image:Icon Links.png]]
# Select '''advanced options'''
#:* Under '''objects and services''', you can see a summary of the already booked services, and there is a possibility to edit individual bookings of services.
# Select the service you want to edit by clicking on the '''name''' of the service
#:* The '''details''' section will open
# Click '''edit''' [[Image:Icon Edit.png]] next to the booking you want to change
# Edit the fields that need editing (e.g. set an end date for a subscription service)
#:* To set an end date, check the '''set end date''' box and then define the end date
# Click '''save''' [[Image:Icon Save.png]]

</translate>

[[Category:F01{{Langcat|Biller EditBillGroup}}]]