This guide explains the handling of quality in Netvisor. Quality handling is a feature that allows the recording of delivered quality during the receipt entry of a purchase order. This can be set separately, and quality deviations are reported in the Open Purchase Orders listing.
CONTENTS
- Implementing quality handling
- Adding a new quality category
- Removing / hiding a quality category
- Visibility of quality category
Implementing quality handling
Quality handling can be found under the purchase orders section below. The company must have the purchase order allowance service enabled for the section to be visible.
Quality handling is a feature that, when enabled, allows the recording of delivered quality during the receipt entry of a purchase order. If a quality category is set as a quality deviation on this page and the specified quality is defined for the delivery upon receipt, the deviation is reported in the Open Purchase Orders listing. By default, quality handling is not enabled. You can enable it by clicking the Off option and changing it to On.
Adding a new quality category
Adding a new quality category can be done using the "Add new quality category" button.
Handled as a quality deviation: Choose "Yes" or "No" for quality deviations. A quality deviation is a quality that differs from the ordered quality during delivery receipt. If a quality category is set as a quality deviation on this page and the specified quality is defined for the delivery upon receipt, the deviation is reported in the Open Purchase Orders listing.
Name: Provide a descriptive name for the new quality category. If using the English or Swedish interface, the quality category must also be provided in these languages. The quality category is saved using the "Add new" button.
Removing / hiding a quality category
An already created quality category can be removed using the X link at the end of the respective row. If the quality category has not been used, it will be removed. A notification will appear: Are you sure you want to remove the quality category? It is removed using the "Remove" button.
If the quality category has already been used, it cannot be removed. The quality category can be hidden. In this case, the removal text will state: The quality category is in use and cannot be removed from the system. The quality category can be hidden. A hidden category can no longer be used, but it will still appear in reports. It is hidden using the "Hide" button. Hidden quality categories can be found behind the "Show hidden" link. The status section allows you to make the quality category visible again.
From the view of quality categories in use, you can also choose whether this is handled as a quality deviation or not. The position of quality categories can be changed from the section in front of the row. The name of the quality category can be edited using the pencil link in the quality category field.
Visibility of quality category
The quality category is visible in the purchase order view. It is possible to display the field "Quality deviations in delivery" in the view. Also, the Delivered field can show quality deviations. If the field is orange, it contains quality deviations.
Receiving the delivery in the Quality field listing. If a quality deviation is defined, there is a downward thumb.
Keywords: quality, quality handling, quality deviation
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