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How do I add a detail to a category?

Assets general

Select the desired category in the tree structure. Select Details. Within the properties area...

Updated 8 months ago by Peter van Driel

How do I specify hazardous material documents?

Assets Parts

Right-click on a part and select Edit... Go to the tab General details. Select the option Haz...

Updated 8 months ago by Peter van Driel

How do I link a part to a supplier?

Assets Parts

Right-click a part and select Edit... Navigate to the Supplier tab. To set a preferred suppli...

Updated 8 months ago by Peter van Driel

How do I link a part to a category?

Assets Parts

Right-click on a part and select Edit... Go to the tab Category. Select the category where th...

Updated 8 months ago by Peter van Driel

How do I move stock to another location?

Assets Parts

Right-click on a part and select Edit... Go to the tab Stock from other locations. Click righ...

Updated 8 months ago by Peter van Driel

How do I adjust the stock?

Assets Parts

The stock is automatically adjusted when: a maintenance task is executed to which parts are li...

Updated 8 months ago by Peter van Driel

How do I delete a part?

Assets Parts

Right-click on an part and select Delete... (you can select multiple parts at once). Click on ...

Updated 8 months ago by Peter van Driel

How do I make a part visible for another location?

Assets Parts

Right-click on a part and select Edit... Go to the tab Stock from other locations. Select the...

Updated 8 months ago by Peter van Driel

How do I link extra suppliers to a part?

Assets Parts

Right-click on a part and select Edit... Go to the tab Suppliers Click on Select suppliers an...

Updated 8 months ago by Peter van Driel

How do I add a part?

Assets Parts

Click on New... Complete all required fields. Click on Save & close. Own code: There is an...

Updated 8 months ago by Peter van Driel

What do the colours in the overview mean?

Assets Parts

The following colors are used in the overview: red: the actual stock is less than the minimum ...

Updated 8 months ago by Peter van Driel

How do I undo a completed task?

Assets Tasks

Go to the module History. Select Assets tasks. Right-click on the task and select Mistake. C...

Updated 8 months ago by Peter van Driel

How do I add a document to a completed task?

Assets Tasks

Go to the module History. Select Maintenance. Click on Search to search for the relevant main...

Updated 8 months ago by Peter van Driel

How do I see the history of a task?

Assets Tasks

Right-click on a task. Select Show history. Right-click on a category, group, or task and...

Updated 8 months ago by Peter van Driel

How do I print a work order?

Assets Tasks

Double-click on a task. Click on Print work order. The work order will open in the standard b...

Updated 8 months ago by Peter van Driel

How do I mark a task as complete?

Assets Tasks

A task can be performed from the work list and the module Maintenance. Double-click on a task....

Updated 8 months ago by Peter van Driel

How do I create a service request?

Assets Tasks

Right-click on a category and select Create service request... Note the reason for the service...

Updated 8 months ago by Peter van Driel

How do I order the required parts for a task?

Assets Tasks

Right-click on a task and select Create requisition... Select the parts you want to order. Cl...

Updated 8 months ago by Peter van Driel

How do I link spare part(s) to a task?

Assets Tasks

Right-click on a maintenance task and select Edit task... Go to the tab Parts. Click on Selec...

Updated 8 months ago by Peter van Driel

How do I add photos to a task?

Assets Tasks

Right-click on a task and select Edit task... Go to the tab Photos. Click New...  Add ne...

Updated 8 months ago by Peter van Driel