Create a new work card in “Pos” → “Sales orders” by clicking “+”.
Fill in the customer's name and details, and optionally write a subject and an amount limit if there is one.
Then, under “Lines”, add the desired items.
Click “Ready” when the desired information has been filled in and added.
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Complete overview of planned and historical service notifications. Approve, send and error-handle messages to customers about upcoming service needs. Configure service types with steps, communication templates and execution plans.
