Available for all profiles depending on the configuration.
* You can click on the images to enlarge them
The mobile application allows you to carry out the different tasks needed to prepare a UV, assigned to different user profiles (salesperson, manager, workshop manager, secretary, etc.).
This feature is subject to
an option being activated and must be configured beforehand. Please contact your sales representative for more information.
1. The menu is different according to the profiles.
E.g. Manager profile Workshop manager profile
2. The Preparation button gives you access to the list of UVs concerned.
Below, for example, the first task for the Workshop Manager is the Arrival in mechanics workshop.
The Manager’s first task may be the Definition of the Sales Channel.
3. Click on the pictogram to confirm that the task has been completed.
4. Using the Notifications, you can be notified about the tasks to be performed.
To create a specific profile for the Workshop Manager, please contact technical support.
Article is closed for comments.