To create an Area go to Main Menu > System Setup > Company > Areas.� The first option available is to Create New Top-Level Area. This will bring up the Create Area screen where the Area Name can be entered into the free text field e.g. Europe and a Area Code if required for information. If you are creating an Area which falls under another area details of the Parent Area will be populated by the system automatically.� Select the +Add button to select Person from the dropdown. A Cat
To create an Area go to Main Menu > System Setup > Company > Areas.� The first option available is to Create New Top-Level Area. This will bring up the Create Area screen where the Area Name can be entered into the free text field e.g. Europe and a Area Code if required for information. If you are creating an Area which falls under another area details of the Parent Area will be populated by the system automatically.� Select the +Add button to select Person from the dropdown. A Cat
Related Articles
To add a new Site go to Main Menu > Customers > Select required Customer > Sites > +Create New.� On the Create Site screen details of the Name, Code, Description�and�Notes can be entered into the free text fields. Customer associated to the Site�can be selected from the Dropdown Menu. By Selecting the Symbol an Area where the Site is Located can be selected. New Areas can be created from System Setup > Company > Areas.� The Division�dropdown, will list all existing Divisions.
To add a new Site go to Main Menu > Customers > Select required Customer > Sites > +Create New.� On the Create Site screen details of the Name, Code, Description�and�Notes can be entered into the free text fields. Customer associated to the Site�can ...
To create a new category go to Main Menu > Categories > Create New Top Level Category.� When creating an Equipment Category the Category Name, Code and�Description�can be entered into the free text field. If the Equipment Category is not a Top Level Category then details of the Parent Category will be listed automatically; this applies at levels of a Category tree as child Categories always inherit fields from their parent(s).� Description Template�is used to make up a template of how yo
To create a new category go to Main Menu > Categories > Create New Top Level Category.� When creating an Equipment Category the Category Name, Code and�Description�can be entered into the free text field. If the Equipment Category is not a Top Level ...
To create Report Dates go to Main Menu > System Setup > Report Setup > Report Types >select required Report > Dates. Select + New Date Type to open an additional field where the�Name of the New Date Type can be entered into free text field.� This Date Type can then be selected and associated with a Cycle if required. For further information on creating Cycles, please visit the following link�Creating Cycles. When Disable Free Type is checked, expiry date fields will display the
To create Report Dates go to Main Menu > System Setup > Report Setup > Report Types >select required Report > Dates. Select + New Date Type to open an additional field where the�Name of the New Date Type can be entered into free text field.� This ...
To add Fields to an existing Report please go to Main Menu > System Setup > Report Setup > Report Types >�and select the required�Report > Fields > +New Field.� � Enter Label Text into the free text field. This is the text that will be used as the Label next to the dynamic field being created � The Name field will automatically populate with a name based on what is entered into the Label Text field.� Please ensure that Name Fields are updated accordingly on Telerik Report Designer,
To add Fields to an existing Report please go to Main Menu > System Setup > Report Setup > Report Types >�and select the required�Report > Fields > +New Field.� � Enter Label Text into the free text field. This is the text that will be used as the ...
New Customers can be added to Kinetic from Main Menu > Customers > +Create.� Selecting the Create button will bring up the Create Customer Screen where details of the Customer Name,�and Account Code can be entered into the free text fields. If an Agent is to be associated with the Customer then the Agents name can be selected from the Dropdown menu.� The�Notes field is used to store notes on the Customer for information only. If there are�Divisions�created in the System, these wi
New Customers can be added to Kinetic from Main Menu > Customers > +Create.� Selecting the Create button will bring up the Create Customer Screen where details of the Customer Name,�and Account Code can be entered into the free text fields. If an ...