Set-up
Tudodesk back-office
Mac or PC
What's this for?
Depending on the type of business you run, you may want to segment jobs by vendor or supplier. Tudodesk can help you set up a pre-defined list of vendors and quickly assign them to your Jobs, repairs.
What you should know
You can rename the Reason/Code field to vendor or supplier.
Tudodesk can help you set up a pre-defined list of vendors and quickly assign them when you create jobs.
You can import a CSV file of vendors.
You can show the vendor on work orders or internal job sheets.
You can generate segment lists by filtering on vendor and then saving those lists as 'smart lists.'
How to customize your job entry form for vendor entry.
Open an existing job sheet in the back office.
Scroll down to the summary section and click the Customize button on the right side of the section heading.
Check the Reason/code option and modify the label, for example: Vendor.
Scroll down and click Save (you will need to reload for your changes to update across all devices).
How to set-up a saved option list of vendors using the property selector.
Open an existing job in the back office.
Scroll down to the summary section.
Click the search icon next to the Reason/code entry box (renamed above Vendor).
Click + New item on the item selector screen.
Enter the Vendor name and code.
Click save and repeat to create your list.
How to import a list of Vendors.
Follow the above tutorial steps to (4)
From the New item panel, select the Import CSV file.
Upload your CSV list of vendor names.
Map any code column, Description (name) (the min' requirement is a description column).
Follow the on-screen instructions and Import.
Note the import feature will remove any existing entries.
How to assign a vendor to a job or work order.
Open an existing job in the back office.
Scroll down to the summary section.
Click the search icon next to the Reason/code entry box (renamed above as Vendor).
Select the option from the list; you can filter using the search box.
Your selected option is automatically applied.
How to display the Vendor on a job sheet or work order template.
You can create multiple templates. For example you may want to create an internal Job sheet that displays the vendors name.
Click the settings icon at the bottom of the side menu bar.
Select the Templates option in the side navigation list
Select an existing Job template from the list or create a New template.
Scroll down in the Template properties on the left until you see the Reason option — Mark as Yes.
Scroll down in the Template properties on the left until you see the Reason label option — Rename as vendor or supplier.
Click Save to update your changes.