Vertrax Energy ERP | Service Orders

Service Orders
Assigning Staff to a Service Order
You can assign staff to a service order to accomplish the work that needs to be done with the following methods. 1. Once the Service Order has been created and Saved, on the DETAILS tab, select ADD STAFF 2. The Add Staff screen displays skills and ...
Creating a service order
1. A service order is your agreement with the customer regarding the work that needs to be done. To create one after consulting with the customer, select the Services icon on the left button bar, or search for Service Orders and open the form: 2. Now ...

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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 ...

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