Sales Orders that are created from the NX mobile app, will be defaulted from the asset address. this article outlines the process.
Watch the tutorial below, or click the PDF icon for the step-by-step instructions.
For the best viewing experience, we recommend clicking on the full-screen icon below
7 STEPS
1. Welcome to the tutorial on how the Sales Order Service Location (Ship to address) is defaulted from the asset address when created from the mobile app.
2. When Sales Orders are created on the NextService Mobile App, the Ship to address will be defaulted to the Asset address.
3. The technician will open the Nextservice app and use it as per normal.
When ready, click the Sales Order tab
4. They will see a Service Address field. This is what the ship to address will be when the Sales Order is created.
They complete and save the Sales Order as per usual.
5. In the backend of NetSuite, when the Sales Order is created, the Ship to will be set as per the asset address.
This will be pulled through to the invoice.
6. On the printed Sales order, or Invoice, will show the Service Location as per the example on the screen.
7. That's it! You're done.
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
https://www.iorad.com/player/1939925/NextService-Mobile-App---Ship-to-address-defaulted?iframeHash=trysteps-1