Vehicle Products - Revision history

Anw: Text replacement - "1000px" to "900px"

2020-03-04T11:28:57Z

Text replacement - "1000px" to "900px"

← Older revision		Revision as of 13:28, 4 March 2020
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	Once you have entered the criteria, click '''Search'''. The screen will display a table of all the matching data. Any plain text boxes will match data that contains what you enter as the criterion.		Once you have entered the criteria, click '''Search'''. The screen will display a table of all the matching data. Any plain text boxes will match data that contains what you enter as the criterion.

	[[File:EPOD-VehicleProducts1.PNG\|~~1000px~~\|border]]		[[File:EPOD-VehicleProducts1.PNG\|900px\|border]]
	<br />''Vehicle Products Search Panel and Results table''<br />		<br />''Vehicle Products Search Panel and Results table''<br />

Anw: Passive voice

2019-04-04T09:39:10Z

Passive voice

← Older revision		Revision as of 11:39, 4 April 2019
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	This screen allows ~~the users~~ to maintain the vehicle products within the system. Vehicle products (or van stock) is the amount of parts that is loaded into an engineer's vehicle and is the personal stock that that engineer can use in the execution of a service. ~~This~~ stock ~~level is maintained~~ as services are completed.		This screen allows you to maintain the vehicle products within the system. Vehicle products (or van stock) is the amount of parts that is loaded into an engineer's vehicle and is the personal stock that that engineer can use in the execution of a service. The system automatically adjusts the stock levels as services are completed.

	{{Note}} Typically, this ~~static~~ data is part of the data imported into the system ~~from external ERP or CRM system (~~for example Dynamics NAV~~) and would~~ not require any further maintenance. However, if the external system does not pass this information in, or ''CALIDUS'' ePOD/eSERV is being run as a stand-alone system, this screen ~~can be used~~.		{{Note}} Typically, an external ERP or TMS system would maintain this data and send it to ''CALIDUS'' ePOD as part of the data imported into the system, for example Dynamics NAV. This data should not require any further maintenance. However, if the external system does not pass this information in, or ''CALIDUS'' ePOD/eSERV is being run as a stand-alone system, system administrators can use this screen.

			This screen provides functionality to view, create and edit van stock.

	~~This page provides functionality to View, Create and Edit van stock.~~		You can filter data by:
			* ''Vehicle ID''
			* ''Product ID''

	~~The screen allows users to filter data by:~~		Once you have entered the criteria, click '''Search'''. The screen will display a table of all the matching data. Any plain text boxes will match data that contains what you enter as the criterion.
	* Vehicle ID
	* Product ID

	Once ~~the filter information is~~ entered ~~and~~ the '''Search''' ~~button is pressed,~~ all matching ~~vehicle products are displayed in a table below~~.

	[[File:EPOD-VehicleProducts1.PNG\|1000px\|border]]		[[File:EPOD-VehicleProducts1.PNG\|1000px\|border]]
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	<!-- Alternatively, clicking '''Create Excel Spreadsheet''' will export the vehicle products data - functionality differs per browser used to access the Admin system, the likely result being that the resulting file will be offered for download.		<!-- Alternatively, clicking '''Create Excel Spreadsheet''' will export the vehicle products data - functionality differs per browser used to access the Admin system, the likely result being that the resulting file will be offered for download.
	-->		-->
	A single line ~~is displayed per vehicle product found~~.		Each product on a vehicle that is found is displayed on a single line.

	<!-- Each column can be sorted by clicking on the column header - clicking again will reverse the sort sequence.		<!-- Each column can be sorted by clicking on the column header - clicking again will reverse the sort sequence.
	-->		-->
	~~Details shown are~~:		The results table shows the following columns:
	* Vehicle - the Vehicle ID. This is usually the registration.		* ''Vehicle'' - the Vehicle ID. This is usually the registration.
	* Product - the part ID.		* ''Product'' - the part ID.
	* Quantity - the amount of that service product in that vehicle.		* ''Quantity'' - the amount of that service product in that vehicle.


	== Uploading Vehicle Products ==		== Uploading Vehicle Products ==
	The screen allows vehicle products ~~to be uploaded~~ through a spreadsheet template file. ~~This~~ can ~~be obtained~~ by clicking the '''Obtain Upload Template''' button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.		The screen allows upload functions - you can access these by pressing the '''Upload''' button. You can hide the upload buttons by pressing the '''Hide''' button.

			The screen allows you to upload vehicle products through a spreadsheet template file. You can get this template by clicking the '''Obtain Upload Template''' button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.

	~~Codes data may~~ then ~~be entered~~ into ~~the~~ template and ~~saved~~, external to the application. Alternatively, ~~this template may be generated from~~ an external system. Regardless, this data ~~may then be uploaded~~ into the system by selecting the file (using the '''Choose File''' selector on the screen), then clicking '''Upload Excel Spreadsheet'''		You can then enter codes vehicle products into this template and save it there, external to the ''CALIDUS'' ePOD application. Alternatively, an external system could generate a file to upload in this format. Regardless, you can then upload this data into the system by selecting the file (using the '''Choose File''' selector on the screen), then clicking '''Upload Excel Spreadsheet'''.

	The success or failure of the upload ~~will be indicated~~ in a message on the button panel at the top of the screen ~~and~~ detailed results ~~may be downloaded~~ using the provided '''Download Results Spreadsheet''' button.		The screen will indicate the success or failure of the upload in a message on the button panel at the top of the screen - you can download detailed results using the provided '''Download Results Spreadsheet''' button.


	== New Vehicle Products ==		== New Vehicle Products ==
	~~The screen allows~~ new vehicle products ~~to be created,~~ by pressing the provided '''New''' button at the top of the screen.		You can create new vehicle products by pressing the provided '''New''' button at the top of the screen.

	[[File:EPOD-VehicleProducts4.PNG\|border]]		[[File:EPOD-VehicleProducts4.PNG\|border]]
	<br />''New Vehicle Product Pop-up''<br />		<br />''New Vehicle Product Pop-up''<br />

	~~The~~ following details ~~may be entered~~:		You can enter the following details:
	* Vehicle - a drop-down list of all vehicles.		* ''Vehicle'' - a drop-down list of all vehicles.
	* Product - a drop-down list of all service products.		* ''Product'' - a drop-down list of all service products.
	* Quantity - the amount of that service product in that vehicle.		* ''Quantity'' - the amount of that service product in that vehicle.

	A '''Save''' ~~button is provided~~ to save the ~~entered data. Clicking~~ '''Close''' ~~will discard~~ the ~~new vehicle product~~.		When changes are complete, you can click '''Save''' to save the changes, or '''Close''' to close the pop-up without saving the changes.


	== View/Edit Vehicle Products ==		== View/Edit Vehicle Products ==
	~~The~~ vehicle products ~~can be viewed and edited~~ by clicking the '''Select''' button against the line in the table. The screen will display a pop-up showing all the details of the vehicle product.		You can view and edit vehicle products by clicking the '''Select''' button against the line in the table. The screen will display a pop-up showing all the details of the vehicle product.

	[[File:EPOD-VehicleProducts3.PNG\|border]]		[[File:EPOD-VehicleProducts3.PNG\|border]]
	<br />''View/Edit Vehicle Product Pop-up''<br />		<br />''View/Edit Vehicle Product Pop-up''<br />

	~~The~~ vehicle product ~~may be edited~~ by clicking the provided '''Edit''' button.		You can edit the vehicle product by clicking the provided '''Edit''' button.


	~~The following fields may be edited here:~~
	* Quantity - the amount of that service product in that vehicle.

			You can edit the following fields:
			* ''Quantity'' - the amount of that service product in that vehicle.

	~~A '''Save''' button is provided to save the edited values.~~

	A '''~~Delete~~''' ~~button is provided~~ to ~~delete~~ the ~~vehicle product~~.		When changes are complete, you can click '''Save''' to save the changes. If you don't want to save your changes, you can click '''Cancel''' to stop editing, or '''Close''' to close the pop-up without saving the changes.

	~~Changes may be discarded by clicking~~ the '''~~Close~~''' ~~or '''Cancel''' buttons~~.		You can click the '''Delete''' button to delete the vehicle product - the screen will ask you to confirm before the vehicle product is deleted.


	[[Category:UG 291094 EPOD Admin User Guide\|300_140]]		[[Category:UG 291094 EPOD Admin User Guide\|300_140]]

Anw: Updated based on version 4.0.02.00

2017-12-20T10:08:05Z

Updated based on version 4.0.02.00

← Older revision		Revision as of 12:08, 20 December 2017
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	* Quantity - the amount of that service product in that vehicle.		* Quantity - the amount of that service product in that vehicle.

	~~<!--~~
	== Uploading Vehicle Products ==		== Uploading Vehicle Products ==
	The screen allows vehicle products to be uploaded through a spreadsheet template file. This can be obtained by clicking the '''Obtain Upload Template''' button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.		The screen allows vehicle products to be uploaded through a spreadsheet template file. This can be obtained by clicking the '''Obtain Upload Template''' button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.
Line 33:		Line 32:

	The success or failure of the upload will be indicated in a message on the button panel at the top of the screen and detailed results may be downloaded using the provided '''Download Results Spreadsheet''' button.		The success or failure of the upload will be indicated in a message on the button panel at the top of the screen and detailed results may be downloaded using the provided '''Download Results Spreadsheet''' button.
	~~-->~~

	== New Vehicle Products ==		== New Vehicle Products ==

Anw: Picture resolution

2017-11-29T08:32:37Z

Picture resolution

← Older revision		Revision as of 10:32, 29 November 2017
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	Once the filter information is entered and the '''Search''' button is pressed, all matching vehicle products are displayed in a table below.		Once the filter information is entered and the '''Search''' button is pressed, all matching vehicle products are displayed in a table below.

	[[File:EPOD-VehicleProducts1.PNG\|~~600px~~\|border]]		[[File:EPOD-VehicleProducts1.PNG\|1000px\|border]]
	<br />''Vehicle Products Search Panel and Results table''<br />		<br />''Vehicle Products Search Panel and Results table''<br />

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	The screen allows new vehicle products to be created, by pressing the provided '''New''' button at the top of the screen.		The screen allows new vehicle products to be created, by pressing the provided '''New''' button at the top of the screen.

	[[File:EPOD-VehicleProducts4.PNG~~\|600px~~\|border]]		[[File:EPOD-VehicleProducts4.PNG\|border]]
	<br />''New Vehicle Product Pop-up''<br />		<br />''New Vehicle Product Pop-up''<br />

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	The vehicle products can be viewed and edited by clicking the '''Select''' button against the line in the table. The screen will display a pop-up showing all the details of the vehicle product.		The vehicle products can be viewed and edited by clicking the '''Select''' button against the line in the table. The screen will display a pop-up showing all the details of the vehicle product.

	[[File:EPOD-VehicleProducts3.PNG~~\|600px~~\|border]]		[[File:EPOD-VehicleProducts3.PNG\|border]]
	<br />''View/Edit Vehicle Product Pop-up''<br />		<br />''View/Edit Vehicle Product Pop-up''<br />

Anw: Updated from Admin v3.3.0.1

2016-07-14T12:45:29Z

Updated from Admin v3.3.0.1

← Older revision		Revision as of 14:45, 14 July 2016
Line 1:		Line 1:
	This screen ~~provides all details of~~ the ~~Service Products carried by Vehicles~~ (~~Van Stock~~) in the ~~''CALIDUS'' eSERV system~~.		This screen allows the users to maintain the vehicle products within the system. Vehicle products (or van stock) is the amount of parts that is loaded into an engineer's vehicle and is the personal stock that that engineer can use in the execution of a service. This stock level is maintained as services are completed.

	{{Note}} Typically, this static data is part of the data imported into the system from external ~~TMS~~ system (for example ~~''CALIDUS'' TMS~~) and would not require any further maintenance. However, if the external system does not pass this information in, or ''CALIDUS'' ePOD/eSERV is being run as a stand-alone system, this screen can be used.		{{Note}} Typically, this static data is part of the data imported into the system from external ERP or CRM system (for example Dynamics NAV) and would not require any further maintenance. However, if the external system does not pass this information in, or ''CALIDUS'' ePOD/eSERV is being run as a stand-alone system, this screen can be used.


	This page provides functionality to View, Create and Edit ~~Van Stock~~.		This page provides functionality to View, Create and Edit van stock.

	~~Users are able~~ to filter data by:		The screen allows users to filter data by:
	* Vehicle		* Vehicle ID
	* Product		* Product ID

			Once the filter information is entered and the '''Search''' button is pressed, all matching vehicle products are displayed in a table below.

	[[File:EPOD-VehicleProducts1.PNG\|600px\|border]]		[[File:EPOD-VehicleProducts1.PNG\|600px\|border]]
			<br />''Vehicle Products Search Panel and Results table''<br />

	~~When the criteria in entered and the~~ '''~~Search~~''' ~~button is pressed~~, the ~~screen displays a grid:~~		<!-- Alternatively, clicking '''Create Excel Spreadsheet''' will export the vehicle products data - functionality differs per browser used to access the Admin system, the likely result being that the resulting file will be offered for download.
			-->
			A single line is displayed per vehicle product found.

	~~[[File~~:~~EPOD~~-~~VehicleProducts2~~.~~PNG\|600px\|border]]~~		<!-- Each column can be sorted by clicking on the column header - clicking again will reverse the sort sequence.
			-->
			Details shown are:
			* Vehicle - the Vehicle ID. This is usually the registration.
			* Product - the part ID.
			* Quantity - the amount of that service product in that vehicle.

	~~A single line is displayed~~ per ~~Product per Vehicle found~~.		<!--
			== Uploading Vehicle Products ==
			The screen allows vehicle products to be uploaded through a spreadsheet template file. This can be obtained by clicking the '''Obtain Upload Template''' button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.

			Codes data may then be entered into the template and saved, external to the application. Alternatively, this template may be generated from an external system. Regardless, this data may then be uploaded into the system by selecting the file (using the '''Choose File''' selector on the screen), then clicking '''Upload Excel Spreadsheet'''

	The ~~items~~ in the ~~grid can~~ be ~~edited by clicking~~ the '''~~Edit~~''' button.		The success or failure of the upload will be indicated in a message on the button panel at the top of the screen and detailed results may be downloaded using the provided '''Download Results Spreadsheet''' button.
			-->

	[[File:EPOD-~~VehicleProducts3~~.PNG\|600px\|border]]		== New Vehicle Products ==
			The screen allows new vehicle products to be created, by pressing the provided '''New''' button at the top of the screen.

			[[File:EPOD-VehicleProducts4.PNG\|600px\|border]]
			<br />''New Vehicle Product Pop-up''<br />

			The following details may be entered:
			* Vehicle - a drop-down list of all vehicles.
			* Product - a drop-down list of all service products.
			* Quantity - the amount of that service product in that vehicle.

	~~The Product quantity may be edited here~~.		A '''Save''' button is provided to save the entered data. Clicking '''Close''' will discard the new vehicle product.

	~~A '''Save''' button is provided to save edited values.~~

	A '''~~Delete~~''' button ~~is provided to delete~~ the ~~Product on that~~ vehicle ~~selected~~.		== View/Edit Vehicle Products ==
			The vehicle products can be viewed and edited by clicking the '''Select''' button against the line in the table. The screen will display a pop-up showing all the details of the vehicle product.

	~~Changes~~ may be ~~discarded~~ by clicking the '''~~Close''' or '''Cancel~~''' ~~buttons~~.		[[File:EPOD-VehicleProducts3.PNG\|600px\|border]]
			<br />''View/Edit Vehicle Product Pop-up''<br />

			The vehicle product may be edited by clicking the provided '''Edit''' button.


			The following fields may be edited here:
			* Quantity - the amount of that service product in that vehicle.

	~~A '''New''' button is provided on the header to allow the user to enter new products against the vehicles.~~
	~~When this is pressed, the screen allows the user to enter the details:~~

	~~[[File:EPOD-VehicleProducts4~~.~~PNG\|600px\|border]]~~		A '''Save''' button is provided to save the edited values.

	~~This will be validated that this Vehicle and Product are not a duplicate for a site. If so, an error will be displayed and~~ the ~~data will not be saved~~.		A '''Delete''' button is provided to delete the vehicle product.

	A '''~~Save~~''' ~~button is provided to save the data, while the~~ '''~~Close~~''' ~~button will discard the new data~~.		Changes may be discarded by clicking the '''Close''' or '''Cancel''' buttons.


	[[Category:UG 291094 EPOD Admin User Guide\|300_140]]		[[Category:UG 291094 EPOD Admin User Guide\|300_140]]

Anw at 09:21, 17 October 2014

2014-10-17T09:21:58Z

← Older revision		Revision as of 11:21, 17 October 2014
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	This screen provides all details of the Service Products carried by Vehicles (Van Stock) in the ''CALIDUS'' eSERV system.		This screen provides all details of the Service Products carried by Vehicles (Van Stock) in the ''CALIDUS'' eSERV system.

			{{Note}} Typically, this static data is part of the data imported into the system from external TMS system (for example ''CALIDUS'' TMS) and would not require any further maintenance. However, if the external system does not pass this information in, or ''CALIDUS'' ePOD/eSERV is being run as a stand-alone system, this screen can be used.


	This page provides functionality to View, Create and Edit Van Stock.		This page provides functionality to View, Create and Edit Van Stock.

Anw at 14:15, 16 October 2014

2014-10-16T14:15:36Z

← Older revision		Revision as of 16:15, 16 October 2014
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	This screen ~~allows~~ the ~~user to control what goods are on vehicles. This functionality is exclusive to service~~.		This screen provides all details of the Service Products carried by Vehicles (Van Stock) in the ''CALIDUS'' eSERV system.

	~~The screen allows the user~~ to ~~select a Vehicle. Only vehicles on the Vehicle table may be selected~~.		This page provides functionality to View, Create and Edit Van Stock.

	~~The screen shows all entries for the Site ID and Vehicle on the~~ Vehicle Product ~~table.~~		Users are able to filter data by:
			* Vehicle
			* Product

	[[File:EPOD-~~VehicleProducts~~.PNG\|600px\|border]]		[[File:EPOD-VehicleProducts1.PNG\|600px\|border]]

	~~Each record can have~~ the ~~quantity amended, by clicking~~ the '''~~Select~~''' button, ~~then the '''Edit''' button. Click the '''Update''' button to save~~ the ~~changes.~~		When the criteria in entered and the '''Search''' button is pressed, the screen displays a grid:

	~~Each record can be deleted by clicking the '''Select''' then '''Delete''' button~~.		[[File:EPOD-VehicleProducts2.PNG\|600px\|border]]

	~~New records can be added using the '''New''' button. {{Note}} Only products on the Service~~ Product ~~table (that are not already on the vehicle) can be added~~.		A single line is displayed per Product per Vehicle found.

	~~[[File:EPOD-VehicleProducts2.PNG\|600px\|border]]~~

			The items in the grid can be edited by clicking the '''Edit''' button.

	[[Category:UG 291094 EPOD Admin User Guide\|~~300_120~~]]		[[File:EPOD-VehicleProducts3.PNG\|600px\|border]]


			The Product quantity may be edited here.

			A '''Save''' button is provided to save edited values.

			A '''Delete''' button is provided to delete the Product on that vehicle selected.

			Changes may be discarded by clicking the '''Close''' or '''Cancel''' buttons.



			A '''New''' button is provided on the header to allow the user to enter new products against the vehicles.
			When this is pressed, the screen allows the user to enter the details:

			[[File:EPOD-VehicleProducts4.PNG\|600px\|border]]

			This will be validated that this Vehicle and Product are not a duplicate for a site. If so, an error will be displayed and the data will not be saved.

			A '''Save''' button is provided to save the data, while the '''Close''' button will discard the new data.


			[[Category:UG 291094 EPOD Admin User Guide\|300_140]]

Anw at 08:25, 7 October 2011

2011-10-07T08:25:47Z

← Older revision		Revision as of 10:25, 7 October 2011
Line 1:		Line 1:
	This screen ~~is be available from the main menu, if~~ the user is ~~an Admin user~~.		This screen allows the user to control what goods are on vehicles. This functionality is exclusive to service.

	~~This~~ screen allows the user to select a Vehicle. Only vehicles on the Vehicle table may be selected.		The screen allows the user to select a Vehicle. Only vehicles on the Vehicle table may be selected.

	The screen shows all entries for the Site ID and Vehicle on the Vehicle Product table.		The screen shows all entries for the Site ID and Vehicle on the Vehicle Product table.

Anw: Created page with "This screen is be available from the main menu, if the user is an Admin user. This screen allows the user to select a Vehicle. Only vehicles on the Vehicle table may be selected..."

2011-09-07T15:17:24Z

Created page with "This screen is be available from the main menu, if the user is an Admin user. This screen allows the user to select a Vehicle. Only vehicles on the Vehicle table may be selected..."

New page

This screen is be available from the main menu, if the user is an Admin user.

This screen allows the user to select a Vehicle. Only vehicles on the Vehicle table may be selected.

The screen shows all entries for the Site ID and Vehicle on the Vehicle Product table.

[[File:EPOD-VehicleProducts.PNG|600px|border]]

Each record can have the quantity amended, by clicking the '''Select''' button, then the '''Edit''' button. Click the '''Update''' button to save the changes.

Each record can be deleted by clicking the '''Select''' then '''Delete''' button.

New records can be added using the '''New''' button. {{Note}} Only products on the Service Product table (that are not already on the vehicle) can be added.

[[File:EPOD-VehicleProducts2.PNG|600px|border]]

[[Category:UG 291094 EPOD Admin User Guide|300_120]]