Working with Tickets

All stages of ticket creation from request acceptance to closure

Frequently Asked Questions

How to change ticket numbering?

1. Go to Settings → Locations → Current ticket counter.
2. If you need to start from 1, set the counter to 0.
3. Old tickets will remain, and new ones will follow the new sequence

How to delete a ticket?

1. Go to the ticket card → click the delete icon in the top right corner.

Important!

Only administrators or employees with appropriate access can delete tickets. Recovery after deletion is impossible.

How to attach photos to a ticket?

When creating a ticket:

1. Click the paperclip in the top right corner → select file (max size: 1 MB).

For an existing ticket:

1. Open the ticket.
2. Click the paperclip in the left corner → upload photo.
3. The photo will appear in the ticket comments (left column).

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Creating a Ticket

1. Go to the “Tickets” module

2. Click “Create ticket” in the bottom right corner

3. Select ticket type:

   • Paid, warranty, etc.
   • The ticket type determines the set of fields to fill. If the needed type is missing, you can add it in ticket type settings

4. Specify client:

   • Select from database or create new
   • If you need additional fields for client information, create them in Settings → Client Fields

5. Fill information:

   • Complete required fields: “Reason for request”, “Brand”, “Model”
   • To change field list: go to ticket field settings and drag fields to rearrange them

6. “Additional” block:
   • Prepayment: If you want to accept prepayment, fill the corresponding field. After saving, the system will automatically register prepayment in “Payments” module.
   • Performer: Assign performer responsible for ticket completion. When assigning, the system automatically calculates salary based on employee settings.
   • Manager: by default - ticket creator
   • Files: can attach product photos

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Adding Services and Parts

Important!

The total amount is formed from the cost of added items.

1. In “Goods and Services” section click “Add”

2. Select items:

   • Use search by name or barcode scanner
   • For unique items: create one-time service/goods

3. Configure each item:

   • Specify quantity
   • Check warehouse stock
   • Apply discount
   • Assign performer (for salary calculation)

Important!

If different employees work on the ticket, specify performer for each item to calculate their salaries.

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Printing Documents

In “Print” section select template:

• For example: acceptance receipt

Note!

By default, the receipt doesn’t show added goods and their prices. You can create your own template or edit existing one.

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Editing a Ticket

After saving you can change:

• Basic ticket data
• Performer and manager
• Prepayment and other payments
• Comments and tasks
• Goods/services list

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Ticket Statuses

1. Change status:

   • In ticket card or table
   • Status examples: “In progress”, “Pending approval”

2. Configure statuses:

   • Add new: Settings → Statuses
   • Modify existing ones

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Closing a Ticket

1. Move ticket to status from “Closed successfully” group. (wallet icon)

2. Select payment method:

   • System automatically accounts for prepayment
   • For cash: calculates change

3. Print documents:

   • Select final receipt or act

4. Check payments:

   • All information available in “Payments” module