Vertrax Energy ERP | Appointments And Service Scheduling

Appointments and Service Scheduling
Using the Calendar Board to Schedule an Appointment
Once the Service Order has been created and Saved, you can now schedule an appointment with the customer. In the example below we are using the Calendar Board to do just that. 1. Type Calendar Board in the Search box to find and navigate to the ...

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Supported Tablet Specs
Minimum Required OS and Hardware Specifications: Android OS 4.2 (Jelly Bean) Resolution 1280 x 800 pixels, 16:10 ratio (~149 ppi density) PLATFORM OS Android 4.2 (Jelly Bean) Chipset Qualcomm Snapdragon 400 (28 nm) CPU Quad-core 1.2 GHz GPU Adreno ...
How to edit an incomplete order
1. Double-click on incomplete order. 2. Edit order details to complete order Record.
How to view Route Exceptions
Click on Route Exception from Alerts section on Dashboard
How to Create a Sales Order
1. Click on Create New Order icon 2. Search for Customer Account Location using Search Criteria 3. Select Account and Create Order Record 4 (a). Create BULK Sales Order 4 (b). Create Cylinder Sales Order
Bulk Delivery Preset by Dollar Amount
New Preset By Amount Selectable Option Step 1: New Selectable Preset Option - By Amount Step 2: Preset By Amount Entry Popup Step 3: Preset By Amount Pricing Totals Estimation Popup Summary Step 4: Preset By Amount Calculated Preset Qty Populated in ...

Vertrax Energy ERP | Appointments And Service Scheduling | Helpcenter