The TCard Planner
The TCard Planner is a flexible tool for managing various aspects of your business, such as:
- Collection and Deliveries
- Car Washes
- Parts Ordered
- Parts Arrived
Setting up the TCard Planner
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Front the Role Centre select TCard Planner.
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Select Actions from the menu bar, followed by Configuration:
Enter Configuration Mode
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Select Configuration Mode to add, delete or personalise Containers.
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When in Configuration Mode you can select, the settings ⚙ icon to customise the container.
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This will open a pop-up window where you can edit the container information.
- Location Code - This will pre-select Location Code as Main.
- Type - Select Order.
- Subtype - Select Standard.
- Name - Enter the name for this specific container.
- Enabled - Tick the Enabled box.
- Container Colour - Choose your preferred container colour.
- Container Size - Select or customise the container size as needed.
Create New Container
To add to the standard containers, select Create New Container.