Contract Management

How to add a note to doorset spec

In Rtis/Realtime

Menu selected Contract Management ……………Topic from within Menu…Call off List….

Notes are added to communicate additional instruction to different departments, particularly special instructions for the production team as an example when using the below products, production will need a note adding. ** It is good practice to add all notes when first setting the contract up the same as is completed for ironmongery

  • Heavy duty roller catches
  • Flushbolts
  • Sliding Doors
  • Special Cuts
1.

Search for Call off

2.

New window opens

3.

Select Contract set up tab

4.

Select Notes and extra tab

5.

Add a note

6.

Contract note Number Field add a number 1

7.

In the Description field enter topic here

8.

Notes – add the exact detail request

9.

Visibility select from drop down Who you want to see this

10.

Save

11.

Click back in description field, this generates a reference no

12.

Back to House type Management

13.

In doorsets notes field

14.

Select +

15.

Brings line up

16.

Select from drop down note entered

17.

Save