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Products and suggested excess in the template

Add the products the service usually has, and choose how the quantity should be filled in.

Written by Leif T. Rudlang

Add a product

  1. Open Products with the arrow on the right, and click Add product.

  2. Search for the product by name or number, and select it.

    A product in the template
  3. Under Quantity, choose how the quantity should be filled in.

    The quantity options

The quantity options

  • Driver fills in: the driver enters the quantity when the customer pays.

  • Fixed quantity: the same quantity every time, for example 1 for a fixed price.

  • Suggestion from the route: km for the whole trip, km with a vehicle in tow, or empty km.

  • Suggestion from the statuses: hours on site, hours for the whole job, or hours at the delivery location.

With a suggestion, the driver gets the quantity suggested and confirms it with one tap. Options marked Transport only cannot be used on templates for on-site work.

Suggested excess

Click Suggested excess, and enter the amount.

The Suggested excess field

The amount is a suggestion. It is offered when someone creates an order on the job, but it is not added to the job automatically.

Good to know

  • If the template has a contract, you can choose the contract's own products. If the job has a contract with the product, the contract price is used.

  • The products are not added straight to the order. They sit under Payment as Suggested products until someone adds them.

  • With ⋯ on a line you can move or remove it.

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