Difference between revisions of "How do I Save Standard Logistics Text?"
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Katy Kitchen (talk | contribs) (Created page with "{{Review}} == Summary == You may create and save standard text such as common delivery addresses. == More Information == The option to save standard blocks of text can save...") |
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== Summary == | == Summary == | ||
| − | You may create and save standard text such as common delivery addresses. | + | You may create and save standard text such as common delivery addresses. |
== More Information == | == More Information == | ||
| − | + | This can save you valuable data entry time. You can save text as you enter it or by creating blocks using the maintenance option. | |
=== Via Logistics Maintenance === | === Via Logistics Maintenance === | ||
Go to {{Menu|{{TI}}|Maintenance Options|Standard Text Amendments}}. | Go to {{Menu|{{TI}}|Maintenance Options|Standard Text Amendments}}. | ||
* Click {{Button|Add}}. | * Click {{Button|Add}}. | ||
| − | * Enter a {{DataPrompt|Description}} for the text e.g. a full name, nickname or abbreviation for a location. | + | * Enter a {{DataPrompt|Description}} for the text, e.g. a full name, nickname or abbreviation for a location. |
| − | * If you wish to link the text to a specific customer enter their account code or press {{KeyPress|C-F1}} to [[How do I | + | * If you wish to link the text to a specific customer, enter their account code or press {{KeyPress|C-F1}} to [[How do I find a customer?|search]] for a customer. Leave this field blank to make the text available to any jobs. |
| − | * At {{DataPrompt|Text Block}} enter the text to save. | + | * At {{DataPrompt|Text Block}}, enter the text to save. |
| − | {{Information|text=This is usually an address but you can use this section to record standard instructions to add to a job e.g. specific directions for a customer premises.}} | + | {{Information|text=This is usually an address but you can use this section to record standard instructions to add to a job, e.g. specific directions for a customer premises.}} |
* Enter a {{DataPrompt|Contact}} name if applicable. | * Enter a {{DataPrompt|Contact}} name if applicable. | ||
* Enter the usual {{DataPrompt|Opening time}} and {{DataPrompt|Closing time}} if applicable. | * Enter the usual {{DataPrompt|Opening time}} and {{DataPrompt|Closing time}} if applicable. | ||
| Line 20: | Line 19: | ||
Whilst on any of the three text boxes displayed in the {{Tab|Job Information}} section, click the three dots or press {{KeyPress|C-F1}}. | Whilst on any of the three text boxes displayed in the {{Tab|Job Information}} section, click the three dots or press {{KeyPress|C-F1}}. | ||
* Click {{Button|Add}}. | * Click {{Button|Add}}. | ||
| − | * | + | * After clicking {{Button|Add}}, the process is identical to that above. |
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* Click {{Button|Choose}} to load that text onto the job you are creating else click {{Button|Close}}. | * Click {{Button|Choose}} to load that text onto the job you are creating else click {{Button|Close}}. | ||
| − | == See | + | == See also == |
| − | * [[ | + | * [[How do I create a logistics job?]] |
{{KB_Tags|standard text, text, address, store, save, delivery address, contact time, opening time, closing time}} | {{KB_Tags|standard text, text, address, store, save, delivery address, contact time, opening time, closing time}} | ||
| − | {{KB_TI}} | + | {{How}}{{KB_TI}} |
| + | |||
{{KB_Ref|TI87}} | {{KB_Ref|TI87}} | ||
Latest revision as of 05:31, 19 June 2019
Contents
Summary
You may create and save standard text such as common delivery addresses.
More Information
This can save you valuable data entry time. You can save text as you enter it or by creating blocks using the maintenance option.
Via Logistics Maintenance
Go to " Logistics Management Maintenance Options Standard Text Amendments".
- Click [Add].
- Enter a "Description" for the text, e.g. a full name, nickname or abbreviation for a location.
- If you wish to link the text to a specific customer, enter their account code or press <Ctrl+F1> to search for a customer. Leave this field blank to make the text available to any jobs.
- At "Text Block", enter the text to save.
 | This is usually an address but you can use this section to record standard instructions to add to a job, e.g. specific directions for a customer premises. |
- Enter a "Contact" name if applicable.
- Enter the usual "Opening time" and "Closing time" if applicable.
- Click [Done] and [Save].
Via a Logistics Job
Whilst on any of the three text boxes displayed in the [Job Information] section, click the three dots or press <Ctrl+F1>.
- Click [Add].
- After clicking [Add], the process is identical to that above.
- Click [Choose] to load that text onto the job you are creating else click [Close].
See also
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