This release contains many requested features from Avsight users. We will be providing more detailed user guides around the different areas in our Knowledge Base site found here: https://support.avsight.net/knowledge-base/ BELOW IS REQUIRED BEFORE SOME OF THE FEATURES/FIELDS WILL SHOW UP ON YOUR SCREENS. CLICK THE “UPDATE” ON THE UPGRADE CONSOLE […]
Sequoia S3 Release Notes
This release contains many requested features plus many roadmap features for Avsight. We will be providing more detailed user guides around the different areas in our Knowledge Base site found here: https://support.avsight.net/knowledge-base/ Important: Once your upgrade has been completed you will need to review the *Invoice section for new functionality. […]
Configure Email Relay in Salesforce for AvSight emails
The AvSight system by default uses the Salesforce email servers to send out emails. Using Salesforce email relay, you have the ability to route AvSight emails through your corporate email servers rather than through Salesforce. There are various advantages to using your corporate email server. Emails sent through Salesforce will […]
Tools Setup
Topics Covered in this article Creating Tool Part Numbers Creating Tool Records Create a Tool Part Number (Part Master) Navigate to the AvSight application, and navigate to the Administration tab On the Administration page, click the Inventory Admin tab and click the Part Master button to create new and view existing skills To create […]
Work Order Security Setup
Topics Covered in this Article Clock In / Out Configuration Electronic Signatures Inventory Expiration Settings Task & Work Instructions Restriction Settings Clock In / Out Configuration AvSight can be configured to allow or disallow the clocking in of technicians to multiple tasks in work orders or across work orders. Depending […]
Create and Assign Skills
Topics Covered in this article Creating Skills Assigning Skills Create a Skill Navigate to the AvSight application, and navigate to the Administration tab On the Administration page, click the Work Order Admin tab and click the Skills button to create new and view existing skills To create a new skill click the New button […]
Data Import Wizard
Use the “Data Import Wizard” found under the Setup menu. Run the Owner Code Report under AvSight Finance folder and then Export it to your computer. Open the exported file in Excel and then make a working copy of the tab so you have an original unmodified copy of the […]
Enter a Vendor Invoice to a Purchase Order (Pay)
Enter a Vendor Invoice to a Purchase Order (Pay)Navigate to the AvSight application, and navigate to the Purchase Orders tab. Optionally, enter the PO number in the Salesforce global searchClick the Pay button in the top section of the screenOn the Pay Purchase Order Lines page, enter the Invoice InformationRequired Fields:Date of InvoiceInvoice #Optional FieldsDue DateFreight AmountFor […]
Email/Generate a RFQ to a Vendor
Email/Generate a RFQ to a VendorNavigate to the AvSight application, and navigate to the RFQs tab. Optionally, enter the RFQ number in the Salesforce global searchSelect the RFQ that you would like to send to the vendor.Click the Generate RFQ button at the top of the screenIf a contact was selected on the RFQ, the To field […]
Enter a RFQ Response from a Vendor
Enter a RFQ Response from a VendorNavigate to the AvSight application, and navigate to the RFQs tab. Optionally, enter the RFQ number in the Salesforce global searchSelect the RFQ that you are entering the Vendor response information to.Click the Lines List View tab.Enter any information provided by the Vendor in the gridImportant fieldsCond QuotedUnit […]