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(Created page with "<translate> == Book Services On Object == With the '''book on object''' function, you can book one or more [[{{Link}}Service|services]] on a selected [[{{Link}}Object|object]] at the same time. :* In the ''book on object'' view, an overview of the services that are already booked on the selected object 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...") |
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== Book Services On Object == | == Book Services On Object == <!--T:1--> | ||
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With the '''book on object''' function, you can book one or more [[{{Link}}Service|services]] on a selected [[{{Link}}Object|object]] at the same time. | With the '''book on object''' function, you can book one or more [[{{Link}}Service|services]] on a selected [[{{Link}}Object|object]] at the same time. | ||
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:* In the ''book on object'' view, an overview of the services that are already booked on the selected object 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 ''book on object'' view, an overview of the services that are already booked on the selected object 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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:* By checking the star in the '''favorite's''' column [[Image:Icon Favourite.png]], you can place that service at the top of the list for future use. | :* By checking the star in the '''favorite's''' column [[Image:Icon Favourite.png]], you can place that service at the top of the list for future use. | ||
=== How to - Show the Book on Object View (Advanced options) === | === How to - Show the Book on Object View (Advanced options) === <!--T:4--> | ||
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# Use the [[{{Link}}Organisation MainSearch|search function]] to find the object you want to book the service on | # Use the [[{{Link}}Organisation MainSearch|search function]] to find the object 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 - Filter Selectable Services === | === How to - Filter Selectable Services === <!--T:6--> | ||
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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 Objects (Advanced options) === | === How to - Book Services on Objects (Advanced options) === <!--T:8--> | ||
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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 object by checking the box in the '''choose service''' column | # Select the service(s) to be booked for the object by checking the box in the '''choose service''' column | ||
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#:* The booking is placed on the object and at the top of the page, the number of affected rows is shown | #:* The booking is placed on the object and at the top of the page, the number of affected rows is shown | ||
=== How to - Book Services on Objects (Quick booking) === | === How to - Book Services on Objects (Quick booking) === <!--T:10--> | ||
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# Use the [[{{Link}}Organisation MainSearch|search function]] to find the object you want to book the service on | # Use the [[{{Link}}Organisation MainSearch|search function]] to find the object 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 | ||
=== How to - Edit Bookings on Objects === | === How to - Edit Bookings on Objects === <!--T:12--> | ||
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# Use the [[{{Link}}Organisation MainSearch|search function]] to find the object that you want to change a booking for | # Use the [[{{Link}}Organisation MainSearch|search function]] to find the object that you want to change a booking for | ||
# Check the corresponding box | # Check the corresponding box | ||
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# Click '''cancel''' [[Image:Icon Cancel.png]] if you want to go back without saving | # Click '''cancel''' [[Image:Icon Cancel.png]] if you want to go back without saving | ||
=== How to - Unsubscribe Service === | === How to - Unsubscribe Service === <!--T:14--> | ||
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# Use the [[{{Link}}Organisation MainSearch|search function]] to find the objects you want to unsubscribe services on | # Use the [[{{Link}}Organisation MainSearch|search function]] to find the objects you want to unsubscribe services on | ||
# Check the corresponding box | # Check the corresponding box | ||
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# Click '''unsubscribe''' | # Click '''unsubscribe''' | ||
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'''Note:''' Single payment services will be deleted | '''Note:''' Single payment services will be deleted | ||
Latest revision as of 09:30, 28 February 2023
Book Services On Object
With the book on object function, you can book one or more services on a selected object at the same time.
- In the book on object view, an overview of the services that are already booked on the selected object 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.
- By checking the star in the favorite's column
, you can place that service at the top of the list for future use.
How to - Show the Book on Object View (Advanced options)
- Use the search function to find the object you want to book the service on
- Check the corresponding box
- Select book service in the action menu
- Select advanced options
How to - Filter Selectable Services
- To filter your selectable services:
- Use the toolbar
- - or -
- Click the filter button
in a column header to select what values to show
- Use the toolbar
How to - Book Services on Objects (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 object 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
- If the service is of the service type subscription service, you can check the box to the right of the end date field and set an end date
- Click book
- The booking is placed on the object and at the top of the page, the number of affected rows is shown
How to - Book Services on Objects (Quick booking)
- Use the search function to find the object 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
How to - Edit Bookings on Objects
- Use the search function to find the object that you want to change a booking for
- Check the corresponding box
- Select book service in the action menu
- Select advanced options
- An overview of the services currently booked on the selected object is shown in the booked services section
- If you want to view earlier services as well, uncheck the display only active subscriptions box
- Click edit
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
- Click cancel
if you want to go back without saving
How to - Unsubscribe Service
- Use the search function to find the objects you want to unsubscribe services on
- Check the corresponding box
- Select unsubscribe service in the action menu
- Select to
- Unsubscribe multiple services
- Mark services you want to unsubscribe
- Enter an end date for the selected services, only applied if a subscription service is selected
- Unsubscribe one service
- Enter an end date for the selected services, only applied if a subscription service is selected
- Unsubscribe multiple services
- Click unsubscribe
Note: Single payment services will be deleted