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(Created page with "<translate> == Multibook Services == With the '''multibook''' function, you can book one or more [[{{Link}}Service|services]] on several [[{{Link}}Object|objects]] or [[{{Link}}Organisation Group|organization groups]] at the same time. :* In the multibook view, an overview of the services that are already booked on the selected objects/organization groups is shown; '''service''' shows the type of service, '''no. of''' shows the number of booked services of that type an...") |
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== Multibook Services == | == Multibook Services == <!--T:1--> | ||
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With the '''multibook''' function, you can book one or more [[{{Link}}Service|services]] on several [[{{Link}}Object|objects]] or [[{{Link}}Organisation Group|organization groups]] at the same time. | With the '''multibook''' function, you can book one or more [[{{Link}}Service|services]] on several [[{{Link}}Object|objects]] or [[{{Link}}Organisation Group|organization groups]] at the same time. | ||
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:* In the multibook view, an overview of the services that are already booked on the selected objects/organization groups is shown; '''service''' shows the type of service, '''no. of''' shows the number of booked services of that type and '''cost''' shows the cost of each service. | :* In the multibook view, an overview of the services that are already booked on the selected objects/organization groups is shown; '''service''' shows the type of service, '''no. of''' shows the number of booked services of that type and '''cost''' shows the cost of each service. | ||
:* In the table under '''selectable services''', the bookable services are shown. | :* In the table under '''selectable services''', the bookable services are shown. | ||
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:* In '''selected objects''' you can display the selected objects. | :* In '''selected objects''' you can display the selected objects. | ||
=== How to - Show the Multibook View (Advanced options) === | === How to - Show the Multibook View (Advanced options) === <!--T:4--> | ||
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# Use the [[{{Link}}Organisation MainSearch|search function]] to find the objects or organization groups you want to book the service(s) on | # Use the [[{{Link}}Organisation MainSearch|search function]] to find the objects or organization groups you want to book the service(s) on | ||
# Check the corresponding box(es) | # Check the corresponding box(es) | ||
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# Select '''advanced options''' | # Select '''advanced options''' | ||
=== How to - Book Services on Objects/Organization Groups (Advanced options) === | === How to - Book Services on Objects/Organization Groups (Advanced options) === <!--T:6--> | ||
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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 objects/organization groups by checking the box in the '''choose service''' column | # Select the service(s) to be booked for the objects/organization groups by checking the box in the '''choose service''' column | ||
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#:* The booking is placed on the object/organization group and at the top of the page, the number of booked services are shown | #:* The booking is placed on the object/organization group and at the top of the page, the number of booked services are shown | ||
=== How to - Book Services on Objects/Organization Groups (Quick booking) === | === How to - Book Services on Objects/Organization Groups (Quick booking) === <!--T:8--> | ||
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# Use the [[{{Link}}Organisation MainSearch|search function]] to find the objects/organization groups you want to book the service on | # Use the [[{{Link}}Organisation MainSearch|search function]] to find the objects/organization groups 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 | ||
Latest revision as of 09:30, 28 February 2023
Multibook Services
With the multibook function, you can book one or more services on several objects or organization groups at the same time.
- In the multibook view, an overview of the services that are already booked on the selected objects/organization groups is shown; service shows the type of service, no. of shows the number of booked services of that type and cost shows the cost of each service.
- In the table under selectable services, the bookable services are shown.
- The table can contain several pages. Click a number to go to the corresponding page. If you want to show more services on each page, define that in the number of services per page text field. The default grid view page size is set in my account.
- You can filter the table to show only the services you want to see, by selecting a category and/or type in the menus above these columns. (For example, only fixed telephony and subscription service).
- By checking the box in the favorites column
, you can place that service at the top of the list for future use.
- In selected objects you can display the selected objects.
How to - Show the Multibook View (Advanced options)
- Use the search function to find the objects or organization groups you want to book the service(s) on
- Check the corresponding box(es)
- Select book service in the action menu
- Select advanced options
How to - Book Services on Objects/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 objects/organization groups 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 service type single payment service (variable), the price must also be defined
- Click book
- The booking is placed on the object/organization group and at the top of the page, the number of booked services are shown
How to - Book Services on Objects/Organization Groups (Quick booking)
- Use the search function to find the objects/organization groups you want to book the service on
- Check the corresponding box
- Select book service in the action menu
- Select a service in the list
- If the service is of the 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 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