You can set your warranty start date on the “Settings > General > Orders” page.

Consider “Order due date” the warranty start date

If you set the “Order due date” value to this field, your {Order Warranty Expiration Date} will display from date when the order status has changed to “Done”. You can use these variables in your document templates.

Remember: in the case when the order has been transitioned to the “Done” status several times, the system will consider the last one as the warranty start date.

Here's an example: you mark your order as “Done” on 08/25/2019, then change its status to “In work”, and again mark it as “Done” on 09/07/2019. In this case,  {Order Warranty Expiration Date} variable will show 09/07/2019 as the warranty start date.

If you change your order status to “Won” or “Lost”, the system will consider this date as the warranty start date.

Consider “Order сlosing date” the warranty start date

If you set the “Order closing date” value to this field, your {Order Warranty Expiration Date} will display from date when the order status has been changed to “Closed”. You can use these variables in your document templates.

Remember: in the case when the order has been transitioned to the “Closed” status several times, the system will consider the last one as the warranty start date.

Here's an example: you mark your order as “Closed” on 08/01/2019, then change its status to “Approval”, and again mark it as  “Closed” on 09/15/2019. In this case, {Order Warranty Expiration Date} variable will show 09/15/2019 as the warranty date start.

Keep in mind: There can be orders containing items with different warranty durations. These will show the latest warranty date in the {Order Warranty Expiration Date}. However, the table variable {Product Client Warranty} displays a warranty for each item separately.

Take into account the location schedule when planning orders in the Planner

Check this box so that when you planning and displaying orders in the Planner, the system will consider the location schedule.

When creating an order during business hours, if the duration of the order is longer than the remaining time until the end of the working day, then the rest of the duration is transferred to the next business day.

For example, your work schedule is Mon-Fri from 10 to 18. The client arrived on Wednesday at 17:00 and after the diagnosis, it turned out that it would take 3 hours to fix the malfunction. We indicate the duration in the order and see that the order is displayed in the scheduler on Wednesday (1 hour) and on Thursday (2 hours).

If you create order out of the business hours, the duration of the order will be calculated until the beginning of the next business day, during the whole next business day, and then only on business days.

For example, Sunday is a day off. When creating an order on a weekend, duration in the planner will be taken into account on Sunday and then only during the working hours of working days.

Configuring your Order Numbering Template for your locations

Go to the “Settings > Locations” page, select the needed location and hit the “Edit” button.

This will open the edit dialog for the selected location. Find and edit the “Order numbering template” field. Here are the variables you can use:

  • {C} — order counter;
  • {D} — current date;
  • {M} — current month;
  • {Y} — current year.

You can configure the {C} variable.

For instance, {C:3} means the order counter consists of 3 digits and fills the missing ones with 0.

Combine Orderry template variables to create intuitive order numbering templates.

Moreover, you can edit the order counter. Just click on the order number and edit the counter in the popup.

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