When it comes to using online documents, the group items feature is very important to understand how it works. We’ve created several actions to help you work around the group item feature in various documents, and we’ll walk you through them.
These actions are available in Jobsheets, Estimates, and Vehicle Inspection Estimates and assist in rearranging the group lines in the group items sub-page.
Choose and then either or from the sub-page menu bar.
These actions are available in Jobsheets, Estimates, and Vehicle Inspection Estimates. In contrast to the same actions in the document’s header, these actions only update existing group items. If you want to add a group in a new line, you must use the actions available in the document’s header.
Select a to update, then click on and choose , or from the sub-page menu bar.
These actions are available in Jobsheets, Estimates, and Vehicle Inspection Estimates and assist in duplicating or merging the selected groups as well as creating an alternative for the selected group.
From the groups items sub-page menu bar, select and then .
The merging action can be used to merge two or more groups. The document lines from the merged groups are added to the newly formed group when the groups are merged.
Select one group to merge, then click on the vertically arranged dots after the first column and select or press the key and select the groups to merge with the mouse cursor.
Select and then from the group items sub-page menu bar.
The action creates a new group that is identical to the selected group, which you can edit to make it cheaper, discounted, or otherwise. The group can now be published online alongside the selected group, with the option for the customer to choose.
Select the group for which you want to create an alternative, then select , then from the menu bar.
This action is available in Jobsheets, Estimates, and Vehicle Inspection Estimates and allows you to create a service package version from the selected group, making it easier to reuse the group as a service package.
From the sub-page menu bar, select and then .
If you change a group description or price after it has been published and the customer approves it, it is not automatically marked as authorised on the document. It generates an attention comment, which you can manually link to the current group in the document using action. This action is available in Jobsheets, Estimates, and Vehicle Inspection Estimates.
From the sub-page menu bar, select , followed by .
Tyre Catalogue lookup is used to lookup the available tyres in local inventory/stock, and the Micheldever catalogue/stock and it’s available in the group items actions:
Scroll to the Group Items sub-page, select followed by in the menu bar.
Enter the tyre size in the , for example 1956515, and enter the number of tyres you require in the field. Click, .
This opens up the list of tyres available along with their specifications. To narrow your search, use the filters at the top.
English (UK, IE, IM and IZ). To find documentation in other regions where Garage Hive operates, click here.