Job Orders are job-specific orders that are created for individuals to collect for jobs. They are created in Konnect HQ and are assigned to an engineer in Konnect HQ or self-assigned by the engineer in the Konnect App. For more information on the Konnect App see ByBox Konnect App.

Viewing Orders

You can see all your job orders from the Orders screen in Konnect HQ.

To view job orders:

  1. Select Orders > All Orders.
  2. View all orders.
  3. Filter the orders by various fields:

Field

Detail

Type

Select one or none of the following:

  • Inventory Order
  • Self Order
  • Job Order

Status

Select one or none of the following:

  • In Progress Orders
  • Completed Orders
  • Cancelled Orders

Assigned/UnassignedSelect one:
  • Assigned to User
  • Unassigned to User

LocationEnter the location.
Start DateSelect the start date.
End DateSelect the end date.
UserType a user.

Viewing Order status

You can view the status of any job order from the Orders section.

  1. Select Orders > All Orders.
  2. Search for the order you want to view or scroll to find.
    You can filter the order by status. Order status can be In Progress, Completed or Cancelled.
  3. Select the blue arrow beside the order.

Create a Job Order

You can create job orders either assigned or unassigned in Konnect HQ.

To create an unassigned job order:

  1. Select Orders > All Orders.
  2. Select Create Job Order.
  3. Select Assign Package.
  4. Select the box beside the relevant package from the Assign Packages list.
  5. Select Assign Packages.


  6. Select Create Order.

    The job order is now complete. It is available in the system and can be assigned to a user at a later time. This order appears in your Job Orders list.


Create an assigned job order:

  1. Select Orders > All Orders.
  2. Select Create Order.
  3. Select Assign Package.
  4. Select the box beside the relevant package from the Assign Packages list.
  5. Select Assign Packages.
  6. Select Assign User.
  7. Select the box beside the relevant user.
  8. Select Assign User.
  9. Select Create Order.
    The job order is now complete. It is assigned and ready for the user to collect. This order appears in your Job Orders list.

Edit an Order

You can edit existing job orders in Konnect HQ.

To edit an existing Job Order:

  1. Select Orders> All Orders.
  2. Select the blue arrow beside the order you want to change.

The Job Order page loads. You can do the following from the Orders page:

Action

How To

Edit Order Identifier

  1. Select Edit.
  2. Update the Order Identifier field. 
    This field is now updated.
Change or Add User
  1. Select Add User / Change User.
  2. Select the new user to assign. 
    The assigned user is updated.
Unassign User
  1. Beside the assigned user name, select Unassign User.
  2. The job order remains but is unassigned.
Remove Packages
  1. Select the packages you want to remove
  2. Select Remove Selected
    The packages are no longer on the Job Order.|
Assign Packages
  1. Select Assign Packages.
  2. Assign the packages you want to add to the Job Order.
  3. Select Assign Packages.
    The packages are assigned to the Job Order.

Assign an Order

You can assign an existing order to a user in Konnect HQ.

To assign an order:

  1. Select Orders > All Orders.
  2. Select the blue arrow on the order you want to assign.
  3. Select Add User.
  4. Search for the user you want to add or scroll to find.
  5. Select the blue arrow beside the name of the user.
    The order is now assigned to that user.

Assign a delivery package to a user

You can assign a package to a user in Konnect HQ using a delivery door.

  1. Select on Core > Locations.
  2. Select the Location that holds the package.
  3. Select the appropriate Delivery Door.
  4. Select the Contents tab.
  5. Identify the tracking number of the package you want to assign.
  6. Select Assign to User
  7. Enter the user name.
  8. Select Submit.
    The package is now assigned to that user.