How to View All of the Changes on a Quote/Job/Delivery
NOTE: This feature is not switched on by default, and is only available on request. Please call on 0116 298 2888 or email support@aggsmart.co.uk to enquire about adding it to your AGG SMART user.
The Audit feature in AGG SMART allows you to see any changes that have been made for a particular job, quote, or delivery. It is accessible from the job pop-up page, on a tab labelled Audit. Click View to generate the audit.
Each entry in the audit is displayed on its own line, moving forwards in time from top to bottom.
The first column shows the exact timestamp on which the update took place.
The second shows the ticket number to which the update pertains. If 0 is shown, this update was likely made to the quote, and not any particular job that was generated from the quote.
The next column shows the order number to which the update pertains.
Next, the user who made the update is shown. Individual drivers are not separated in the audit, any driver app changes will just show as truck. To see which driver carried out a delivery, return to the job pop-up.
The Event column outlines what kind of update happened, briefly describing the action that was committed at this time.
The final column, the Description, shows a lot of the same information that is in previous columns, with additional information pertaining to what may have been changed. We include the mix, the quantity, and the price in this field. If you would like to specific changes to any other fields, please let us know and we can look at potentially incorporating this.
Related Articles
Using Quick Quote
The best way to add a new customer to AGG SMART is when they call in to place an order. Simply click on Quick Quote (1) to bring out the New Quote panel (2) from the right hand side of the screen. The top section asks you to fill in information about ...Moving Between Shipping and Quotes whilst Highlighting a Job
The easiest way to move between the Shipping and Customers / Quotes screens is to use the buttons for each at the top of the page. But, what if you want to do so whilst keeping tabs on the job that you are working on? From the Shipping Page, if you ...Add A New Quote for An Existing Customer
To create a new quote or job for an existing customer, you have two options. Either way, begin by finding the customer in the search bar at the top of the page (1), then click SELECT (2) on the corresponding row. This will open up a list of previous ...Add A New Quote for A New Customer
If you receive a quote request from someone who does not appear to already be in your AGG SMART Customers section, you can create a quote for them and add them as a customer at the same time. First, ensure that they do not already exist in the system ...Filter Job List
You can use the "Filter" option to filter the job list by a number of criteria. First, select a date range, then select the "Jobs" report (or "Completed" report). Then you can filter the result by adding a search term into the filter box. Examples to ...