Descriptions on orders you can use both for internal communication to the worker/office (internal descriptions) and to describe the work performed on the order.
If the description is not marked as internal, it Handyman displays on the invoice, order overview, and order confirmation, among other things.
The maximum length of the description is managed by the license according to which financial system Handyman is integrated with, or if Handyman is standalone / invoicing module. (Configuration → Company → Order → Other → "Maximum length per description")
Description menu consists of:
-
Add
-
Edit
-
Copy
-
Delete
Add:
When adding a description, you can enable "for internal use" (1) if you do not want the customer to see the description. You can choose a different date. The default date is today. It is also possible to select a participant for the description (from the order participants). If the company has created one or several dictionaries in Configuration → Dictionary, you can use the dictionary (2) to create the description.
After adding the description, it is to be found on the order.
Edit:
Copy:
Delete:
Selecting yes will delete the description from order.