What is the purpose of this guide?
Order Control is used to approve and potentially correct completed orders.
There is an option to wait for orders to be transferred to other systems before approving them in Order Control.
What are the settings?
In the Company menu, under Configuration, the options for order control you can find at the bottom of the left-hand menu under the title 'Order approve'. If this menu item is not present, it means that Order Control is not included in the company license.
2.1 Automatically approve status when all entries are controlled
An order consists of material and time entries. Each entry has a status indicating whether it has been approved by a Handyman Office user. This setting determines the status the order will have when all entries have been approved.
2.2 Export orders with status
This setting determines the controlled status that an order must have before it is sent to an external system.
2.3 Default status for new entries in Handyman Office
For entries made in Handyman Office, you can choose whether they should be automatically approved or not.
Entries synchronized from Handyman Mobile cannot be pre-approved.
How do I use the order approval checkmark?
Each registration on the order has an approval status indicator. The order itself will also show its own approval status in the order list.
The order's status Handyman displays with the following icons:
| No icon | No materials or time registrations on the order have been checked |
|
Partially approved the materials or time registrations have been approved |
|
|
Approved and Pre-approved All materials and time registrations are approved |
|
| Approved and highlighted | |
| Approval postponed |
The approval of hours and materials on the order is done by clicking the corresponding checkbox column.
Entries can also be approved by editing them and checking the 'Inspected' box.
Approval of individual entries on the order can be done while the order is in progress. Approval of the entire order can only be done when the order is completed.
How does order approval work in Order Control?
All completed orders appear here, meaning that all order participants have completed their tasks. The orders are sorted into different tabs based on their approval status.
- Pending
- Pre-approved
- Postponed
- Approved and highlighted
- Approved
- Excluded
Recently completed orders are given the 'Pending' status, indicating that they are awaiting approval. These statuses are manually set. Select an order and click on the desired status from the options in the left-hand menu.
4.1 Details
Select an order in the list, and information from the order Handyman displays in the bottom section.
Hours and materials appear under 'Entries' and can be approved individually. The 'Exclude' function signals to the economic system that the entry or order should not be invoiced.
You can also add, modify, or delete entries if needed. When the order is sent to the external system, the controlled status is sent along with the entries. The external system can then use the statuses to get a better overview of the invoicing.