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        • Add product in Quotation
        • Drag and Drop Products
        • Page Break
        • Duplicate
        • Discount and GST
        • Comment
        • Generate Invoice
        • Generate Purchase Order
        • Quotation PDF Sample
      • Invoices
        • Invoices List
          • Add Invoice payment
          • Void Payment
          • Generate Invoice from Quotation
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          • Drag and Drop Products
          • View payment page
          • Invoice PDF Sample
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        • Generate PO from Quotation
        • Generate PO from Invoice
        • Create PO from +Create PO
        • PO Bulk update
        • Create PO
        • Product Edit
        • Exclude Function
        • Warehouse Function
          • Generating Purchase order by selecting Supplier alone
          • Generating Purchase order by selecting Warehouse alone
          • Generating Purchase order by selecting both Supplier and Warehouse
        • Purchase Order PDF Sample
      • DO List
        • Generating Delivery Order (DO)
        • Delivery Order PDF Sample
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        • Expense PDF Sample
        • Edit or Delete Expense
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On this page
  1. Mobile Apps (Android and iOS)
  2. Project

Project Details and Media Sharing

Project -> Manage -> Project Details

PreviousAdd AppointmentNext+ Quotation

Last updated 2 years ago

In both List View and Calendar View, the appointments can be:

· Viewed

· Edited

· Deleted

1. Under Appointment scheduled, more details on a project can be added by clicking to Projects --> Manage --> Scroll down to Appointments --> Click drop down list of the Appointment --> Click Detail of the Appointment to add.

2. For example, the Measurement, Installation, Delivery, Others and measurement. User can select the job type from the drop down list, input name, remarks.

  1. User can also take photo or video, upload media from the phone to attach to the job details.

  1. The client basic details will be displayed under Project Information.

  2. User can click “+Add Detail” (represented by + in red circle) to add measurement, installation, delivery, others details for the specific appointment.

  3. User can add details based on the Job Type such as Installation, Delivery, Others and Measurement.

Measurement

  1. Measurement comes with Name, Note 1, Note 2, Note 3, Size, Remarks and Photos/Videos.

  1. Installation, Delivery and Others come with Name, Remarks and Photos/Videos only.

Installation

Delivery

Others

  1. Appt ID - A unique Appointment ID will be assigned and displayed above the table for every appointment. The appointment ID can be used to share media with another Kakaral user and automatically append in their Kakaral account and project.

  2. Information entered by contractor through the Apps will also automatically appear in the Product Requirements table.

  3. User can click the drop down icon, select “Edit” to edit the Project Requirements

  4. Click “Update” to save the changes.

  5. User can also view or delete the project from the drop down icon of the details.

  1. When medias are attached in the respective job types (Installation, Delivery, Others and Measurement), it will be added into Media. The media count indicates the total number of medias for that particular Appointment ID.

Media

  1. User can select and share the media with another Appointment ID or another Kakaral User by inputting their Appointment ID.

  2. User can enter Appointment ID obtained via the Project Information page or in the Appointment email of the Person in Charge (PIC).

  3. User confirming sharing the media with another appointment ID.

  1. Selected files been shared successfully.

  2. Appointment ID received media in the Gallery of another Appointment ID or another Kakaral User. Click the "Media" button to view the shared media.