Commitments
A commitment is a promise on the record: what was agreed — marking, delivery, installation, service, or a problem visit — for which order or request, and whose job it is. Open it from Service & Delivery → Commitments.
What you can do here
- Register a commitment — from a sale order (the order's items list on the form) or an online request (reference number and customer details).
- Tick the tasks promised — any of the five: marking, delivery, installation, service, problem.
- Assign a technician — required; the register is only useful when someone owns the promise.
- Track status — Pending → In Progress → Completed (or Cancelled); rows link back to their sale order.
Related
- Sale Orders — where most commitments start
- Installations — when the promise is an installation job