The 2020 Manager has an installation scheduling feature that, together with the Installers Application, offers the possibility of communication between the store and furniture assemblers.
This feature allows the store to send an installation to a specific installer, as well as make it available to any installer with access to the Application.
In this article you will see how:
1. Schedule an installation
During a negotiation, after it has been won, it is possible to schedule the facilities as follows:
1. Click on the Proposal icon .
2. A dialog box appears for you to fill in the information.
The information to be filled in is:
- Start and end date
These are the forecast dates of an installation. When you create an installation proposal, you must enter these dates. Before the installer starts the installation, he must confirm this period through the application. You can follow the schedule of installers through the system calendar. For more details about the calendar, please refer to this article.
2. Talk to the people involved
3. Maintaining an installation
1. Click on the Go button, in the Installations table that is present in the negotiation or through the Manufacturing - Installations menu.
2. When you access the installation, the following screen will appear:
Among the various actions available on this screen, we can highlight:
- Edit the customer data by clicking
In the Edit Customer button in the Customer tab you can edit the client data for this installation. The client displayed in this session is the same client as the trading client and the data edited here will be reflected throughout the system.
- Ability to change or add installer
By clicking Edit Installer or Add Installer on the Installer tab, it is possible to define which installer is responsible. Every installer listed here has been previously accepted via the installer management screen.
- Ability to edit the installer data
By clicking the Edit Installer button on the Installer tab, you can edit the installer's registration data, which will be reflected throughout the system.
IMPORTANT: As soon as an installer is accepted by the store, a supplier with the same name is created in the company's supplier registry. Edits made to this installer/vendor via the Installation screen or via the Vendor screen will not be reflected in the app - the registrations are independent.
In addition, various installation-related data can be found on this screen. Through this screen it is possible to manage the entire installation process of an environment.