Configure Divisional Settings in Texada Web and Texada Mobile

Describes how to configure division-specific settings to enable users to add products with a quantity greater than the available quantity to a contract as well as to add multiple technicians to a work order.

Type

How to

Audience

Texada Web Administrator

Products

Texada Web, Texada Mobile

Context

For each division in your company in Texada Web and Texada Mobile, you can control whether you are able to add products with a quantity greater than the available quantity to a contract.

For example: an asset is returned to your yard but requires maintenance before you can rent it out again. The asset is technically available, but in your system, it will still show up as unavailable until the maintenance work order is completed. If a customer needs to rent the asset while it is still in an “awaiting maintenance” status, you could create a contract and add the asset to the contract, even though the available quantity is technically zero (0).

In addition to adding unavailable products, you can also control whether your users are able to add more than one technician to a work order. For example, if your uptown division rents a lot of heavy equipment that results in larger-than-normal maintenance orders, you may need to add more than one technician to a work order.

Before You Begin

Required: Internet connection; valid Texada Web administrator credentials and access permissions; existing division

Optional: Mobile device with an Internet connection

Steps

Enable users to add unavailable products to a contract in a division

In the Texada Web dashboard, navigate to the user profile > Settings > Division Setting tab
The list of divisions opens
Click the division you need to enable users to add unavailable products to a contract for
The Division Settings page opens in the main area for the selected division
Check Add unavailable product in contract
Click Save Changes
Users in the selected division are able to add a product to a contract even if the quantity is greater than the available quantity

Enable multiple technicians to be assigned to a work order in a division

In the Texada Web dashboard, navigate to the user profile > Settings > Division Setting tab
The list of divisions opens
Click the division you need to enable multiple technicians for
The Division Settings page opens in the main area for the selected division
Check Multiple technicians
Click Save Changes
Users in the selected division are able to add multiple technicians to a work order