Open Customer Page when creating Workshop Job
planned
I
Info
I feel it wound be a slightly slicker process if when creating a Workshop Job, the first task is to select or create a customer as opposed to the current way which Comments/Service Item page opens first.
This would mean that if you are creating a workshop job for an existing customer, by selecting the customer first, the serviced items dropdown will be already populated with their previously serviced bikes. As it stands, I immediately have to escape out of the Comments page, open the customer page to select the customer, then reopen the comments page again to select the Service Item.
A minor change but as I have said, I think it would flow a little better.
E
Emma - Citrus-Lime
updated the status to
planned
Hi everyone,
We're going to make this workflow easier by making 'set a customer' a clickable link if you enter into the job details panel for a Workshop Job without setting a customer first (see attached).
This will allow you to set (or create) a customer and will then return you to the order details to add the Serviced Item (and complete any other fields you need).
We're currently planning to start work on this in early August.
Thank you for taking the time to share your feedback and help us to improve Cloud POS.
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