How to use the B2B scenario in Jobs on Zuper Web App?
Our new feature allows you to create customized jobs
for specific organizations or customers, ensuring that business-to-business
related work orders are efficiently created with all the necessary details and
properties. This feature is especially useful for businesses that work with a
large number of clients or customers and need to track and manage a wide range
of assets or properties.
Pre-requisites: Either the Organization
or Customer Name is mandatory for the Job creation.
Navigation: Jobs --> + Create New Job (Select Organization or Customer)1. Select the Jobs
module from the left panel and click “+Create New Job.”
2. Fill in the four tabs one by one.
Under the “Customer
Details” tab, select the “Choose
Organization” option.
3. From the pop-up that appears, choose the required active “Organization” and click on the “Select Organization” button.
4. Now click “Choose Property.”
5. From the pop-up that appears, choose the required active “Property” mapped with the
Organization and click on the “Select
Property” button.
6. Select the “Service and Billing” contact information.
7. Fill in the required details under the “Job Details” tab.
8. Scroll down the Job Details Page to add various required products under
the “Parts / Service Details” section and select the “+Add from Group.” option.
9. Our new feature helps you to add
the various parts and services; when we add another group, if there are parts in the group
which are already added, it will not create a new line item; instead, only the
quantity will get increased
Select the required group from the
pop-up that appears, and choose the “Add Product” button.
8. Choose the required users under the “Assign Employees” tab.
9. View the filled Job details from the “Preview and Save.”
Now click “Save
Job” to create the new Job.
10. The new job is created successfully.
In business-to-business scenarios, it is now possible to create jobs using just the organization or customer information. This simplifies the process and allows businesses to efficiently map the properties or assets of their B2B customers. This streamlines the process and helps your business run more smoothly and effectively.
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